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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


12 months ago
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!

7 months ago
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.

INDUSTRY BLOGS

Exploring the Spirit of America: The Kentucky Bourbon Trail and Its Impact on the Bourbon Industry

#whiskey #smithville

Hey there, bourbon lovers! Have you ever wanted to wander through the heartland of bourbon production, learn from master distillers, and sip straight from the barrel? If so, there's...

Smithville Whiskey

Bourbon: The Quintessential American Whisky with a Unique Twist

#whiskey #smithville

Hey there, whisky enthusiasts! Today, we're going to delve into a topic that's as smooth as a top-shelf dram – the unique character of bourbon whisky. Now, if you're new to the...

Smithville Whiskey

Famous Women and the Repeal of Prohibition: Evolving Perspectives

#whiskey #smithville

While women were instrumental in initiating the Prohibition era, they also played a significant role in its repeal. The societal and cultural shifts during the 1920s and early...

Smithville Whiskey

Carrie Nation: A Crucial Catalyst of the Temperance Movement

#whiskey #smithville

Carrie Nation, born Carrie Amelia Moore on November 25, 1846, in Garrard County, Kentucky, was a formidable figure in the American Temperance Movement, known for her audacious...

Smithville Whiskey

A Whiskey Journey: From Water Source to Distillery

#whiskey #smithville

Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

Smithville Whiskey

Whiskeys of the World: Types and Distinctions

#whiskey #smithville

Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles...

Smithville Whiskey

A Spirited History: The Role of Whisky During American Prohibition

#whiskey #smithville

Whisky lovers, get ready for a journey into the past, as today, we're delving into the intriguing role whisky played during one of the most dramatic periods in American history...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey


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Opening Hours

Mon:8:30 am - 4 pm
Tue:8:30 am - 4 pm
Wed:8:30 am - 4 pm
Thu:8:30 am - 4 pm Today
Fri:8:30 am - 4 pm