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  • Snowbirds Wealth Management
    566 Lougheed Hwy Coquitlam, BC V3K 3S3 T: 604.936.7529 F: 604.936.7523
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An array of investment strategies

An array of investment strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

We sift through the many investment strategies, managers and products to uncover those we believe to be of the highest calibre, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making.

Your assets and needs are unique, and we believe your investment strategy should follow suit.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.

Asset allocation and diversification do not ensure a profit or protect against a loss.

  • A Broad Universe Of Options

    We are committed to offering you access to a wealth of high-quality investment opportunities. Using our extensive experience with the various choices for your portfolio, we can help guide you toward investments that are the right fit for your circumstances.

    Our offerings include:

    • Alternative investments
    • Separately managed accounts
    • Managed discretionary accounts
    • Wrap portfolios
    • Structured products
    • Equities
    • Fixed income
    • Annuities
    • Mutual funds
    • Exchange-traded funds
  • Ongoing Due Diligence

    Our rigorous research and due diligence of investment managers and related products helps ensure we meet the needs of our investors. We provide continuous monitoring and strive to thoroughly vet the wide array of investment strategies we offer. We also stay informed about what’s going on in the markets, reviewing detailed reports and analysis as well as the latest market and economic commentary.

  • A Methodical Approach

    We employ a personalized process to build a customized, diversified portfolio that addresses your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and actively manages your financial plan, adjusting along the way to meet your changing needs.

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Sophisticated wealth management
Always here for you
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  • Snowbirds Wealth Management 566 Lougheed Hwy Coquitlam, BC V3K 3S3
  • T 604.936.7529
  • F 604.936.7523
  • Map & Directions
  • Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

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