Everything we do begins with our core values of integrity and ingenuity.

It extends well beyond just retirement, tax, or mortgages. It is our unwavering obsession to educate and empower our clients on what is truly possible with their wealth management.

With well over 100 years of combined experience, our team will uncover every possible opportunity available to truly maximize your wealth and ensure you are more connected to your money then ever before.

Todd McLay

Senior Investment Advisor for Precedence Capital & Gravitas Securities, Inc.

"Our desire to create a financial planning and investment platform that we would be truly proud of led my wife Deanna and I to form Precedence Private Wealth."

Bio

Deanna McLay

Certified Financial Planner & Chartered Life Underwriter, BCom, CFP, CLU

"Technically, you could say I do financial planning for our clients, but financial planning takes on quite a different meaning the way we do it at Precedence."

Bio

Todd Bergstresser

Financial Advisor

"Although we are normally pretty humble about what we do at Precedence, we’re actually financial superheroes."

Bio

Mike McKague

Financial Advisor

"I joined Precedence Private Wealth nearly ten years ago. The favourite part of my job is strategizing to help clients reduce their tax burden."

Bio

Stacey Thomson

Financial Advisor

"I am very proud to be working at Precedence Private Wealth. Brave enough to challenge the status quo, our team is always striving to be better and to do better. Complacency isn’t in our vocabulary."

Bio

Tara Friesen

Client Service Specialist

"I strive every day to lift people up and make them smile. If I can make one person feel better about themselves then I have succeeded in my goal."

Bio

Stacy Gallant

Marketing Coordinator

"There no longer has to be a difference between who you are and what you do!" ~ Gary Vaynerchuk

Bio

Doug Barr

Financial Planning Associate

"The team at Precedence is big-hearted, caring and fun. I couldn’t ask for a better group of people to work with and put up with my shenanigans and sense of humor."

Bio

Melissa Sully

Associate

"There is never a dull moment in the Precedence office. Even though we work hard, jokes get thrown around and my days fly by. We also go out volunteering and celebrate our amazing team with quarterly events."

Bio

What is the relationship between
Precedence Private Wealth &  Precedence Capital?

Learn More