Marley Snow
Read Marley's Views For The Road Ahead In His Latest Newsletter
Senior Portfolio Manager
Senior Investment Advisor
CIWM
FMA
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
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 I believe that now, more than ever, individuals need a personalized road map to help navigate the future. As a trusted financial professional and coach for my clients, I have developed and refined a process to provide proactive guidance built on a solid foundation of communication, education and trust. By helping clients understand their financial choices, we've found it easier for them to make rational decisions and potentially avoid the pitfalls that often result in emotionally distracted decision-making.
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 my team and I, my current views on the market and our educational workshops below.
Finances are a passion of mine, so if you have any questions at all, no matter how big or small, please do not hesitate to contact me.
Phone
Fax
(604) 482-8427
Certificates
CIWM
FMA
CIM®
Languages
English
What's it like to work with Marley?
I believe that our clients gain confidence by having objective and sound advice through the ups and downs and everything in between. Ideally we just check under the hood for annual maintenance and review but occasionally we may have to mend a flat tire or change our route to avoid an obstruction.
Learn more about Marley
"I believe that investors deserve sound and objective financial advice during good times and bad. I have found that clients' confidence increases when they have a solid foundation to focus on leaving the day-to-day nuances of investment management to us."
Learn more about our clients
My goal is simple; help our clients live more enjoyable lives by knowing that they have a plan in place to achieve their goals. Our clients can expect that we'll be sitting beside them in the passenger seat to ensure they reach their final destination no matter where that road may take us.
Learn more about our process
Whether you are planning for retirement, selling a business, receiving an inheritance, buying a recreational property, we recognize that goals and needs change as peoples lives unfold. Our Perpetual Wealth Planning process allows us to prepare and react to critical financial and life events so that we can help you prepare for them.
Navigating your financial journey
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. We have proven our value time and time again; by helping a select group of successful professionals and families realize their lifelong goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Marley's Current Outlook
PDF
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.
Recessionary Dashboard
PDF
Recessionary Dashboard
Can I transfer funds tax-free from my RRIF to a TFSA?
Article
Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
Karl's Story
Article
Karl's Story
Trump’s potential longer-term impact on the financial world
Article
Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.