Dean Moro,

Dean Moro is an Associate Portfolio Manager at Snowbirds Wealth Management, specializing in cross-border investment management. Licensed in both Canada and the United States, he helps clients navigate the complexities of managing wealth across borders, ensuring tax-efficient strategies for investments and retirement planning.

Dean holds a Bachelor of Commerce from the University of British Columbia and has earned both the Chartered Investment Manager (CIM®) and Chartered Retirement Planning Counselor (CRPC®) designations. His knowledge and experience in U.S. retirement income strategies, asset allocation, and long-term financial planning allow him to provide tailored solutions for clients with cross-border financial needs. Committed to continuous learning, he actively seeks innovative strategies to enhance client outcomes.

About Snowbirds Wealth Management

Snowbirds Wealth Management specializes in portfolio solutions for Americans living in Canada and Canadians returning home. With our unique platform and dual licensing, we seamlessly manage U.S. retirement accounts—including Traditional, Roth, and Inherited IRAs—ensuring tax efficiency and compliance.

We work closely with cross-border accountants and estate planning professionals to develop customized investment strategies that minimize tax burdens when transferring assets across borders. Whether you're transitioning to Canada or returning after years in the U.S., we provide expert guidance every step of the way.

Key Highlights:

✅ Licensed in both Canada & the United States

✅ Expertise in managing U.S. retirement accounts for Canadian and U.S. residents, including IRAs, Roth IRAs & Inherited IRAs

✅ Integrated cross-border financial services through Raymond James (USA)

✅ Specialized in serving Americans in Canada and Canadians residing in the U.S.

When he is not working with clients, Dean's interests include working on his golf game, collecting and enjoying vinyl records, and spending quality time with his family.

Need assistance with your cross-border wealth transition? For inquiries or consultations, reach out directly to Dean at dean.moro@raymondjames.ca.

Need assistance with your cross-border wealth transition? Contact us today to discuss your personalized strategy.