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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 holistic 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, as well as my views on the investment environment with a glimpse into my life outside of work in my Wise Investor newsletter.

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. 

Thanks for the visit,
Marley

ADDITIONAL CONTACT

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 but have a couple questions about anything financial I'm always happy to answer them personally via the "Contact Me" icon at the top.

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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

Time: 01/29/2019 6:00 PM - 7:30 PM
Location: Shadbolt Centre 6540 Deer Lake Park  Burnaby,  British Columbia  Maps & Directions
Speaker: Marley Snow
More Info:  Summer 2018 - RSVP for inclusion to our distribution list
RSVP for this event

Passive Income Tax Changes

Time: 02/26/2019 5:30 PM - 6:30 PM
Location: Burnaby - Brentwood   Burnaby ,  British Columbia  Maps & Directions
Speaker: Marley Snow
More Info:  The window is closing for Canadian business owners with over $50,000 of investment income in their corporations to avoid losing some or all of their small business deduction under the new corporate tax rules taking effect in 2019. We'll go through how the new passive income tax changes will affect business owners in 2019.
RSVP for this event

Physicians & Tax Strategies

Time: 03/26/2019 6:00 PM - 7:00 PM
Location: New Westminster 6th Avenue  British Columbia  Maps & Directions
Speaker: Marley Snow
More Info:  The Liberal Government introduced new tax rules, which come into effect January 1st, 2019 which could restrict the availability of the small business deduction if you invest through your corporation. This seminars walks through what Physicians can do to protect more of the income they earn.
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.

REQUEST AN APPOINTMENT

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

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...

Do you know someone who would benefit from my services?