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.
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.