Precedence Private Wealth is a full-service financial planning firm specializing in tax advisory, financial planning, mortgages and financing, insurance and estate planning. Precedence Private Wealth is registered through the provincial insurance councils and the Financial Planning Council. It does not conduct any securities-related business and refers all investment management to Precedence Capital and Gravitas Securities Inc.
Precedence Capital - Gravitas Securities Inc. (GSI) is registered to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. GSI is a member of the InvestmentIndustry Organization of Canada (IIROC) with investment advisors licensed in Ontario, Manitoba, Saskatchewan, Alberta and British Columbia and Quebec. GSI is also a member of the Canadian Investor ProtectionFund (CIPF). It does not provide insurance related products or financialplanning services to its clients and refers all clients for this respective advice to Precedence Private Wealth.