PRECEDENCE PRIVATE WEALTH

4.8/5 (80)
NamePRECEDENCE PRIVATE WEALTH
Address230 22nd Street East, Suite 502, Saskatoon, SK S7K 0E9
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Category
Phone +1-306-657-5733   +1-833-657-5733  
Email ID
SpecialityWealth Creation Roadmap, Debt Management, Cash Flow Analysis, Risk and Insurance, Legal Documentation, Tax, Succession, Financial, Retirement, Education, Tax-Deferred Income, Business & Corporate Planning
AboutPrecedence Private Wealth offers full-service financial planning to the local community. Todd McLay is a senior portfolio manager at Precedence Private Wealth. The team has over 100 years of combined experience. Their goal is to create an investing and planning experience committed solely to serving you, the client. The team of caring professionals gets to know your situation. They uncover every possible opportunity available to increase your wealth and ensure you are more connected to your money than ever before. Then, the firm manages your investments and takes a comprehensive strategy that ensures you maximize your finances. Their entire process is dedicated to obtaining your very own specific, individualized financial goals.
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