Skip to content
twitterfacebookenvelope
  • T: 604.936.7529
  • F: 604.936.7523
Schedule a Call
  • Home
  • How We Help
    • How We Help
    • Our Process
    • Investment Philosophy
    • Investment Strategies
    • Cross Border Services
    • Business Planning
    • Portfolio Management
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Fixed Income Services
    • Retirement Planning
    • Risk Management
    • Trust Services
  • Our Clients
    • Our Clients
    • Business Owners
    • Healthcare Professionals
    • Corporate Executives
    • Corporate Retirement Plans
    • Cross Border Clients
    • Retirees
    • Sudden Wealth
    • Families & Individuals
  • Your Team
    • Your Team
    • Gerry Scott
    • Dean Moro
    • Carson Hamill
    • Angelo Corlazzoli
    • Our Partners
    • Why Work With a CFP®
    • About Raymond James
    • Community Involvement
  • Knowledge Centre
  • Blog
  • Contact Us
  • Client Access
  • US Client Access
  • Snowbirds Wealth Management
    566 Lougheed Hwy Coquitlam, BC V3K 3S3 T: 604.936.7529 F: 604.936.7523
    Map and Directions Map and Directions
Snowbirds Wealth Management LogoSnowbirds Wealth Management Logo

Helping you address your retirement planning priorities

A new standard of portfolio management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you.

Our priority is to help you make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

  • A Personalized Portfolio

    As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

  • Comprehensive Monitoring

    Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

related resources

Navigating Medicare [INFOGRAPHIC]

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.

Retirement & Longevity
Making the most of Medicare's open enrollment period

Making the most of Medicare's open enrollment period

Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.

Retirement & Longevity
Could you thrive in a niche retirement community?

Could you thrive in a niche retirement community?

Things to consider – and learn – before joining a community with like-minded retirees.

Retirement & Longevity
Is it time for a change of plan?

Is it time for a change of plan?

Medicare open enrollment provides the opportunity to pair coverage with life’s changes.

Retirement & Longevity
Are you and your partner on the same retirement page?

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.

Retirement & Longevity
Where Medicare falls short

Where Medicare falls short

Medicare provides a lot of coverage, but it doesn't cover everything.

Retirement & Longevity
Sophisticated wealth management
Always here for you
Snowbirds Wealth Management LogoSnowbirds Wealth Management Logo
  • Snowbirds Wealth Management 566 Lougheed Hwy Coquitlam, BC V3K 3S3
  • T 604.936.7529
  • F 604.936.7523
  • Map & Directions
  • Map & Directions
twitterfacebookenvelope

Website legal disclaimers
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.

Website legal disclaimers
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. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.

This website may provide links to other internet sites for convenience of users.  Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites.  Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to. 

Please Click on the link below to acknowledge your consent to receive our newsletter via email.
I Consent
*You can withdraw your consent at any time by unsubscribing to our emails.

© 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

IIROC Logo
Advisor Report