With a passion for helping clients navigate the complexities of cross-border wealth management, Dean Moro is a seasoned financial services professional with over 20 years of experience in the industry. Over the course of his career, he has developed expertise in the cross-border wealth management space and has successfully worked with incorporated business owners.
Dean holds a Bachelor of Commerce from the University of British Columbia and has earned the prestigious Chartered Investment Manager (CIM) designation. Additionally, Dean is licensed in both Canada and the United States, allowing him to seamlessly integrate cross-border services through his affiliation with Raymond James USA.
Snowbirds Wealth Management specializes in assisting Americans moving to and residing in Canada, as well as Canadians returning to Canada after working in the United States. By collaborating closely with cross-border accountants and estate planning professionals, the team provides tailored investment solutions to minimize the tax burden when moving assets across borders.
Staying up to date with the latest developments in the financial services industry, he continuously seeks new ways to enhance the value he provides to his clients. Dean believes in building long-term relationships, understanding his clients' aspirations, and tailoring financial solutions that align with their goals. Dean is deeply committed to helping his clients succeed financially and providing them with the highest level of personalized service.
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.
For inquiries or consultations, please feel free to contact Dean at firstname.lastname@example.org. He looks forward to the opportunity to assist you in achieving your financial goals.