– Precedence Wealth –

a Full Service Wealth Management Firm

 

We specialize in all aspects of personal and corporate financial planning.

Keep more… that is our philosophy at Precedence.

Our role is to educate and empower our clients to keep more of their wealth by reducing their taxable position and ensuring their investments continue to grow and are best protected from the risk embedded within financial markets.*

50 Years of Experience

With over 50 years of combined experience our team will uncover every possible opportunity available to maximize your return on investment and ensure that your families wealth protected. Our entire process is committed to acheiving your very own specific, individualized financial goals.

Our Areas of Specialty

Investment management *
Risk & insurance
Mortgages & lending **
Accounting and tax advisory

Our Promise

To take the finite amount of resources that our clients have at their discretion and ensure it is utilized at its very best, aiming to help you achieve:

Enjoy the very highest level of lifestyle that you can afford
Paying the least amount of taxes legally possible
The best return on investment we can get you

Our Guarantees

Guaranteed dedicated point of contact – not a customer service hotline
A team of caring professionals that will get to know your personal situation very well
Chemistry – if we end up doing business together is because we like each other.
You’ll make the final decisions, we’ll advise you to the best of your interests.
We will embrace discussion and sharing – not avoid it.

Precedence Wealth

 

Bringing together over 50 years of combined experience…

Deanna McLay B.Comm, CFP, CLU

Certified Financial Planner & Chartered Life Underwriter
Precedence Private Wealth

Mike McKague

Associate
Precedence Private Wealth

Deanna McLay

 

Certified Financial Planner & Chartered Life Underwriter,
B.Comm, CFP, CLU

   

What do you do at Precedence Private Wealth?

Technically you could say I do financial planning for our clients.  But financial planning takes quite a different meaning the way we do it at Precedence.  Advising clients isn’t just about telling them which portfolio to choose in exchange for a fee; financial planning means understanding, and making a holistic plan.  Together with the rest of our team, I enjoy advising our clients and inspiring clients to make the very best decisions around their money, their taxes and lifestyles..

 

What motivates you?

My path into this industry came from the personal desire to learn how to invest an inheritance I received at a very young age.  It then turned into wanting to learn how to grow and protect those assets while paying the least amount of tax possible!  

I now have a strong desire to help my clients do the same.  I am fulfilled while learning about my clients and what is truly most important to them.  They all have such a unique story of how they have to come to where they are today and I then love the challenge in helping to them get to where we need to go!   

 

What do you do when you’re not working?

I adore my husband and beautiful family of three; two girls and a boy.  We enjoy our family time at the lake.  During my personal time, I volunteer in the community, workout, golf and travel.  Focusing on personal development and growth is a constant work in progress and I crave the energy I receive by trying new activities and challenges.   

Mike McKague

 

Associate

   

What do you do at Precedence Private Wealth?

Mike loves to guide people through the process of setting and then reaching goals. Mike firmly believes that planning now creates amazing changes later. Many families of business owners need more sophisticated advice than they are currently receiving. Mike helps professionals and business owners structure their financial world so they can enjoy a tax free retirement. Once released from the burden of taxation, clients are encouraged to focus their resources towards greater philanthropy, creating a better world.

What do you do when you’re not working?

Outside of work, Mike focuses his time on his family and friends, his fitness and his community involvement. Mike is blessed with three young children, an incredible spouse and a large circle of remarkable friends. Most weekday evenings are spent at the hockey rink or the soccer centre, and weekends are used to socialize with friends. Camping vacations in the summer make way for skiing adventures in the winter. Mike is proud to be a triathlete, although now he can accurately be described as a weekend warrior.

Prior to having a family, Mike completed four Ironman triathlons and has completed over 75 shorter events. His goal is to continue to be fit enough to complete at least one event per year. Some of Mike’s longest lasting friendships in Saskatoon were made through the triathlon club. As he was a child of volunteering parents, Mike realizes the importance of setting a good example for his own children by volunteering to help better our world. He has previously coached several different sports, including helping over 400 runners complete their first marathons. If he had any aptitude for skating, he would love to coach one of his kids hockey teams. Mike currently volunteers with the Nutana Community Association and is entering his eighth year on the Board, his fourth as President. He is also sits on the Board of Directors for the the Royal University Hospital Foundation.

What are your credentials?

Joyful. Caring. Dedicated.

President of Nutana Community Association Member of Royal University Hospital Foundation Board of Directors Chair of Dinner Committee, #ClarasBigRide Member of Saskatoon YMCA, Saskatoon Triathlon Club, Horizon 100 Cycling Club and the Alpine Club of Canada Overly excitable coach of U10 Nutana boys soccer team

Deanna McLay B.Comm, CFP, CLU

Certified Financial Planner & Chartered Life Underwriter
Precedence Private Wealth

Mike McKague

Associate
Precedence Private Wealth

“There is no grey….

 

…you either have maximized your current financial situation or you haven’t.”