With nearly 20 years of advisory experience, Dean primarily works with incorporated business owners and professionals, providing holistic financial and retirement planning services. The team works closely with the client’s advisory team, including their accountants and lawyers, to the ensure our client’s wealth, estate and tax planning needs are coordinated. They endeavor to continually build and strengthen client relationships to ensure trust, comfort and peace of mind.
The team works with:
- Business Owners
- Executives
- Professionals
- Pre-retirees and Retirees
- Corporations & Trusts
Snowbirds Wealth Management of Raymond James Ltd., also caters to cross-border clients through their affiliation with Raymond James (USA) Ltd. (RJLU), a Canadian based U.S. registered investment firm offering integrated cross-border wealth management solutions to Americans working and living in Canada and Canadians living and working in the US.
Dean reside in Port Moody with his wife Courtnay and two young children – Dylan and Eliana. He enjoys golf and other outdoor activities, spending time with family and travel.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
