Precision Wealth Management

Independent advisory firm in Parksville whose website shows its registration.

Website: precisionwealth.ca
Phone: +1 250-954-0247

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Services shown

Financial planning
Portfolio management and investment advice

As shown on the firm's own website. Check the registration of each advisor with the securities regulator of the province before you commit.

In Parksville

5 registered firms in Parksville on Advisor Index. See them all, with the city in figures →

13,642residents (2021)

66,500 $median household income (2020)

73.1 %of households own their home

44.3 %aged 65 and over

Source : Statistics Canada, 2021 Census.

Savings and high incomes in the Parksville area

12.8%of tax filers contributed to an RRSP

$4,000median RRSP contribution

Among people with income in the Parksville area, in 2023:

50.2%report dividend or interest income (median $1,940)

16.6%report capital gains (median $2,570)

44.5%receive a private pension (employer plan, RRIF, annuity)

12%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

61/100

Advisor Index transparency index

The Advisor Index transparency index measures what you can check before choosing a firm: official register, independence, track record, what the firm publishes, Google reviews, mentions by AI assistants. It does not rate the quality of advice. No firm pays for its index.

Disciplines shown14/20
financial planning, investments · Firm website or network locator
Registration shown on its own website10/10
yes · Firm website
Independent firm10/10
yes · Advisor Index
Team size0/10
not published · Network locator
Years in business (stated on its website)0/10
not published · Firm website
Professional designations shown on its website15/15
CFA, CIM, RRC, CFP, CLU, FCSI, FMA · Firm website (source sentence kept)
Google reviews12/15
5 ★, 54 reviews · Google Maps listing
Named by AI assistants0/10
not published · Advisor Index AI barometer

Scoring method →

What the firm states on its website

Specialties : Retirement, Estate planning, Tax planning, Real estate, Insurance, Family office
Professional designations : CFA, CIM, RRC, CFP, CLU, FCSI, FMA
Compensation : states a fee-based or fee-only model

Read on the firm's website on 2026-10-20. Confirm with the firm and the official register.

Check this advisor

Look the advisor up in the CSA National Registration Search and in CIRO's AdvisorReport: they show the registration category, the firm and any disciplinary history.

Source: the firm's own website, checked 2026-10-19. Spotted an error? contact@advisor-index.com.