A certification of skill – a commitment to serve
Snowbirds Wealth Management
Snowbirds Wealth Management is an independent Financial Advisory Group within Raymond James Ltd. True wealth management stems from a genuine understanding of your needs. We partner with individuals to build a clear roadmap to retirement using unique tools in the investment space. Our focus is on enhancing your financial experience by reducing your exposure to risk as much as possible.
At Snowbirds Wealth Management, we construct a diversified portfolio for each client based on their unique objectives and risk tolerance. While our primary consideration is the specific circumstances of each client, our investment process is the same for each client. Portfolios are managed using a disciplined approach to investment management, focusing on both protecting and growing capital. Where cash-flow is desired as part of the wealth management plan, we design portfolios to generate as much tax-efficient income as possible.
Located in Coquitlam, B.C., we offer our cross-border investment services to residents in the US and Canada. Contact Us for a free consultation and begin your journey to financial success.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
- Snowbirds Wealth Management 815 Brunette Avenue Coquitlam, BC V3K 1C5
- T 604.936.7529
- TF 866.936.7526
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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