A certification of skill – a commitment to serve

Snowbirds Wealth Management

Snowbirds Wealth Management is an independent Financial Advisory Group within Raymond James Ltd. True wealth management stems from a genuine understanding of your needs. We partner with individuals to build a clear roadmap to retirement using unique tools in the investment space. Our focus is on enhancing your financial experience by reducing your exposure to risk as much as possible.

At Snowbirds Wealth Management, we construct a diversified portfolio for each client based on their unique objectives and risk tolerance. While our primary consideration is the specific circumstances of each client, our investment process is the same for each client. Portfolios are managed using a disciplined approach to investment management, focusing on both protecting and growing capital. Where cash-flow is desired as part of the wealth management plan, we design portfolios to generate as much tax-efficient income as possible.

Located in Coquitlam, B.C., we offer our cross-border investment services to residents in the US and Canada. Contact Us for a free consultation and begin your journey to financial success.

Cross-Border Clients

Cross-Border Clients

06/10/2018
Unique solutions for Americans and Canadians.
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Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
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Family & Individuals

Family & Individuals

06/08/2018
A pragmatic approach to wealth management
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Gerry Scott

Gerry

Scott, CFP®, CIM®, CRPC® Portfolio Manager
Dean Moro

Dean

Moro, Bcomm, CIM® Associate Portfolio Manager
Carson Hamill

Carson

Hamill, CIM ®, CRPC™ Associate Financial Advisor and Assistant Branch Manager
Angelo Corlazzoli

Angelo

Corlazzoli, BCom, CFA® Associate Financial Advisor
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki
Sophisticated wealth management