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Marley Snow

Investment AdvisorPortfolio Manager

  • CIM®
  • CIWM
  • FMA

Working together to help you achieve what truly matters to you

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My goal is simple; help my clients
live more enjoyable lives through
personalized retirement planning.

Hello, I'm Marley Snow and thanks for taking a minute to visit my site. The world is in a position unlike any other time in history and now, more than ever, individuals need a smarter retirement plan. We deliver strategies that are individually tailored to each client's unique financial needs. Our personalized wealth planning includes sophisticated portfolio management to help minimize losses and maximize gains alongside comprehensive retirement and estate planning strategies.

I've built this site to serve as an introduction to who I am and what we do. You can find a little more information about us and our educational workshops below.

Lastly, if you want some insight into how much you might need to retire, what's wrong with bonds today, or just need some help deciding if you should take CPP at age 60 or wait, I tried to answer all these questions and much more in my '10 Steps to a Better Retirement' e-book available here. 

I love discussing finances so if you have any questions at all, no matter how big or small, please do not hesitate to contact me.

Thanks for the visit,


Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

What's it like to work with Marley?

If you're looking for an Investment Advisor there's a possibility we could be a good fit. If interested, please read the description of who I typically serve and how we work. I apologize in advance for the length of the read but I believe in full transparency. If you think there's a possibility we'd be a good fit then I'd love to be in touch via phone or email for an introductory, no obligation interview. If you're not sure, want some clarification on anything or just have a couple questions I'm always happy to answer them personally so don't hesitate to pick up the phone and call me or send me a quick email.

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Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

What the Wealthy Do Differently 2

Time: 09/25/2019 6:00 PM - 7:30 PM
Location: Shaughnessy Restaurant 5251 Oak Street  Vancouver,  British Columbia  Maps & Directions
Speaker: Marley Snow
More Info:  This seminar will discuss ways to help protect your portfolio from the next crash, how to build a customized retirement plan and general rules from the worlds greatest investors that everyone can use.

The economy is in a position unlike any other time in history. Find out how the landscape has changed and what you can do to adapt.

**RSVP Required as seating is limited**
RSVP for this event

Business Succession Seminar

Time: 10/15/2019 9:00 AM - 11:00 AM
Location: TD Tower  700 W. Georgia Street 29th Floor  Vancouver ,  British Columbia  Maps & Directions
Speaker: John Nicolls
More Info:  John Nicolls, a business lawyer who has been working over 20 years with owners of both private and public companies, will be discussing the importance of having a well prepared succession plan. He specializes in guiding owners and managers through their business transition by preparing plans that can help to:

. Build and preserve wealth
. Promote family harmony
. Implement tax efficient strategies
. Secure lifetime personal needs
. Pass on a legacy

**RSVP Required as seating is limited**
RSVP for this event

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Marley's 2018 Outlook

My February newsletter provides my outlook for 2018 and explores the 7 indicators I use to help predict the next recession.

A Winning Personality

How it contributes to Financial Success. Contrary to what people believe, financially successful people often don’t have special know-how or skills when it comes to investing and saving...

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Do you know someone who would benefit from my services?