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Precedence Private Wealth

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Saskatoon, Canada

precedencewealth.com
Financial plannerAccountantInsurance brokerInvestment serviceTax consultant· Financial planner· Accountant· Insurance broker· Investment service· Tax consultant

Precedence Private Wealth Reviews | Rating 4,7 out of 5 stars (8 reviews)

Precedence Private Wealth is located in Saskatoon, Canada on 300 - 230 22 St E. Precedence Private Wealth is rated 4.7 out of 5 in the category financial planneraccountantinsurance brokerinvestment servicetax consultant in Canada.

Address

300 - 230 22 St E

Phone

+1 3066575733

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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Sterling Beaudin

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.

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Chong Sun

We have received excellent and professional services from Stacey , Todd and their team for years. It's a truly pleasure to work with them.

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Paul Savoie

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.

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Jody Hanton

My wife and I have been working with Todd, Deanna and the team for over 10 years. They handle everything from our investment portfolio, insurance, education savings, mortgage, retirement planning and accounting needs. We trust they have our families best interest in mind when advising us on any of our financial decisions.

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Tawny Bley

Precedence Private Wealth has been such a pleasure to work with over the years. Highly recommend to anyone looking to further their financial planning path!

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Ryan Krebs

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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Christina Shi

Our experience with Precedence was amazing!!! Highly recommended!

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Shayne Beeler

They're very client focused and goal oriented with an acute awareness of how to customize each client's unique roadmap.

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