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, focussing on both protecting and growing capital. Where cash-flow is desired as part of the wealth management plan, we design portfolios to generate as 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.

Services we offer

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

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.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Risk Management

One of the most important functions we serve is helping you protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and to build a contingency plan to help limit the negative effects.

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki