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Precedence Private Wealth

Precedence Private Wealth

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4.5 Google Review
Saskatoon, Saskatchewan, S7K 0E9, Canada
(306) 657-5733 www.precedencewealth.com
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Google Reviews

Refresh Reviews 4.5


Dec 7, 2023
To the Precendence Team... This year has to be the strangest year of my career. Your team has done a couple of wonderful things for me -- first, I don't have to give my investments a second thought. I am confident that Precedence is working diligently on my behave. Second JD's advice helped us form the corporation and partnership agreements -- his insight was invaluable to get us on the right road, mean while Doug has been there to help guide me as well. In short, I appreciate the work your team is doing for my family and business. I look forward to many years to come!

May 15, 2024
Beware, they advertise tfsa maximizer schemes which are illegal and subject to a 100% advantage tax if caught. https://www.canada.ca/en/revenue-agency/news/newsroom/tax-tips/tax-tips-2021/warning-watch-out-for-tfsa-maximizer-schemes.html

Aug 30, 2017
The team at Precedence has always provided me with sound advice that has made sense for me. They took the time to get to know my individual needs based on my work life, family life, etc. Based on what they learned from the questions they asked, they came up with a plan that made sense for me. If you want great advice and planning based on your unique individual needs then do yourself a favour and go see Precedence Private Wealth.

Mar 29, 2019
Truly on a different level compared to any other advisors for investments or financial planning, especially in Saskatoon, but I would argue in Canada. Todd, Deanna and Stacey have been nothing but exceptional in all of their advice and planning they have done for our business and personally. I cannot recommend them enough.

Aug 31, 2017
Thanks to Precedence Private Wealth for your exceptional service and expertise with our Financial Planning, Tax Deductible Mortgage Strategy and Life Insurance. Your guidance has given us many opportunities that would not have be obtainable otherwise.

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