“Snowbirds Wealth Management team constructs a diversified portfolio for each client based on their unique objectives and risk tolerance. While their primary consideration is each client's specific circumstances, their investment process is the same for every client. Portfolios are managed using a disciplined investment management approach, focusing on protecting and growing capital. Where cash flow is desired as part of the wealth management plan, they design portfolios to generate as much tax-efficient income as possible. The team partners with individuals to build a clear retirement roadmap using unique investment tools. They focus on enhancing your financial experience by reducing your risk exposure as much as possible. They offer their cross-border investment services to residents in the US and Canada.”
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