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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,
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, 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.

Financial Stability in Uncertain Times

Time: 07/28/2020 1:30 PM - 2:15 PM
Location: Webinar   Vancouver,  British Columbia  Maps & Directions
Speaker: Marley Snow, Rebecca Hett
More Info:  Tax & Estate Planning for Business Owners in times of COVID

Business owners face several challenges including how to plan their corporate affairs amongst a pandemic with changing rules and incentives. At the end of this presentation you will have a better understanding of the government programs available, tax, investing and estate planning with a focus on recent changes.


**DIAL IN - SPACE IS LIMITED TO 50 PARTICIPANTS**
RSVP for this event

Q2 Economic Update

Time: 04/30/2020 11:00 AM - 12:00 PM
Location:    Webex - Webinar,  British Columbia  Maps & Directions
Speaker: Marley Snow, Derek Burleton
More Info:  We live in unprecedented times where the stock markets seem to be taking a different route that the economy. Join a conversation with Marley Snow and TD's Deputy Chief Economist to discuss the risks and opportunities we are seeing in today's environment.
RSVP for this event

Strategies to Protect Your Portfolio

Time: 08/26/2020 11:00 AM - 12:00 PM
Location:    Webinar,  British Columbia  Maps & Directions
Speaker: Marley Snow, Andrew McCreath
More Info:  Your Wealth - How to Protect Your Portfolio in Post Covid Markets

We are living in a time unlike any other in history. With a large run-up in markets the current risks are large and the opportunities illusive. Marley will be presenting alongside Andrew McCreath who founded Forge First Investments and an avid presenter on BNN. His firm how has consistently protected client portfolios in times of crisis and we'll discuss strategies that you can implement to do the same.
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Navigating the New Fixed Income World

Time: 09/10/2020 1:00 PM - 1:45 PM
Location:    Webinar - Webex,  British Columbia  Maps & Directions
Speaker: Marley Snow, Phil Mesman
More Info:  With interest rates expected to stay at historical lows for a number of years, finding fixed income to protect your portfolio is as challenging as it has ever been. Join a conversation with Marley Snow and the Head of Fixed Income at Picton Mahoney Investments, Phil Mesman. Their wide ranging conversation will discuss where to find opportunities and avoid risks in the bond market.
RSVP for this event

7 Sins of Estate Planning

Time: 09/29/2020 1:00 PM - 1:45 PM
Location:    Burnaby,  British Columbia  Maps & Directions
Speaker: Marley Snow
More Info:  Not many enjoy the estate planning process but it is paramount to complete your financial plan. To save you time in the process, we will be walking through the 7 sins of Estate Planning to make sure you avoid the common pitfalls. Marely will welcom head of Tax and Estate Planning at CI Investments, Rebecca Hett to go through the list.
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.

Marley's Current Outlook

Marley updates his newsletter on a bi-monthly basis to keep his clients and followers informed on what he's seeing in the markets and doing in the portfolios he manages.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?