Precision Financial Management - Saskatoon, Saskatchewan

Sandy R.

I moved my investments to Curtis a few years ago after the bank that was managing my portfolio dropped the ball big time. Since working with Curtis, my portfolio has stabilized through market fluctuations, shown growth gains, and retirement seems plausibly and sustainable now. Add to his excellent portfolio management, is his accessibility and attention to client concerns. I am beyond grateful for his support, advice, and portfolio management abilities. Note: mine is not a high value portfolio but he still treats me like I matter. If you are looking for a trusted advisor to manage your hard earned savings, I highly recommend having a conversation with Precision Financial to learn what they can do for you.

Jody F.

Curtis has made my financial journey a lot easier than it was trying to do it on my own. Always quick to respond to my questions, he has made me feel like a valued client. I would recommend anyone who doesn't even know where to start to talk to Curtis and his team, they know what they're doing and will set you on the right path quickly and efficiently.

Janelle A.

It has been such a pleasure working with Curtis and the Precision Financial team. Curtis has taken the time to understand our financial goals, generate a plan to work toward those goals, and made the process of setting up all of the products within our portfolio a breeze. Curtis provides personalized service and is always highly responsive, which is a refreshing experience differentiated from other large financial advisory firms. I highly recommend working with Precision Financial!

Lori L.

Curtis is extremely intelligent, personable and trustworthy. When I retired a few years ago I put my complete trust in him after another friend/accountant made a recommendation to involve Curtis in my financial planning with my pension funds. I have not looked back since and have not regretted my decision one single bit. Thank you Curtis and Precision Financial. I would highly recommend you and your services to anyone!

Derek Y.

I would recommend Curtis and his team to anyone looking for a good financial advisor. Curtis has helped me since 2009 and has consistently helped me with my financials ever since. Recently, I tasked Curtis on finding an impossible policy to cover my wife, who has Kidney Disease. Not only was he happy to take on the challenge, he came through with finding a policy to give her coverage.

This guy knows his stuff and knows what he’s doing!

Thanks Curtis!

Ted G.

We have been working with Curtis for over 5 years. During this period we transitioned from being business people, our business sale and into retirement. Curtis fully embraced our situation and possibly unique view of investing. Curtis has advocated for us when regulators thought we should be doing something different, convincing them that our portfolio holding were “right” for us.

I write this as the markets are in full meltdown. Fortunately, because of Curtis’ ongoing efforts, we are able to stand comfortably away from the market whirlpool knowing that a significant portion of our assets will weather this storm and those holdings we have that are market related are handled by the most skilled people in the investment business.

Throughout this trying time, Curtis has been in regular contact, providing updates and good sound advice.

Chris I.

I first met Curtis as he reached out to me to let me know about the products he was offering. Over time this relationship evolved int a trusted friendship as a testament to how much personal attention he gives his client. With the level of service and knowledge within his field I have invested a large portion of my investment portfolio within his capable hands. If you have your standard ETF and Mutual Fund products in line elsewhere it is worth reaching out to Precision Financial to explore the many other options available beyond the conventional banking industry. I recommend Curtis and his company.

Lisa H.

Curtis is extremely knowledgeable, down to earth, and responsive to clients' requests and needs. He explains things in a manner that makes financial services easy to understand, and truly takes each client's unique situation into account when providing advice. I highly recommend using Curtis for all your financial services needs.