SNOW & ASSOCIATES PRIVATE WEALTH MANAGEMENT - Key Persons
Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories.
Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.
Born and raised in Thessalon, Ontario, Cole moved to Sudbury in 2008 to attend Laurentian University and has called Sudbury home since. He graduated from Laurentian with his Honours Bachelor of Commerce in 2012. He completed the Canadian Securities Course in 2012 before joining IG Wealth Management in 2013.
For over a year, he worked closely with his clients in the areas of investment, retirement, tax, estate, and insurance planning. He then took an opportunity he could not refuse at a young age and left the Financial Planning industry in 2014. For over 6 years he worked for the Palladino Auto Group as a Finance Manager and eventually worked his way up to become the Director of Finance of the entire Auto Group, which included 13 dealerships across Ontario.
In November of 2020, Cole returned to IG Private Wealth Management and joined the Snow & Associates practice. He looks forward to working alongside Ryan and Rose with the goal of continuing to offer client service and financial planning solutions in line with the highest industry standards.
When away from the office, Cole enjoys golfing, playing hockey and spending time at camp with family and friends. He is also an avid hockey and football fan.
Rose obtained her Business Diploma from Cambrian College in 2000. She joined IG Wealth Management in 2003, working alongside Fred Snow, and has over 20 years in the field. She has extensive experience with all administrative tasks and continues to work behind the scenes preparing financial assessments that aid Ryan and Cole in developing a detailed, long term financial planning approach that is unique to each client.
Born in Toronto, Ryan moved north at a young age and considers Sudbury home. He graduated from Laurentian University with his Honours Bachelor of Commerce in 2007. He joined IG Wealth Management in 2008, working closely with Senior Consultants in the areas of investment, retirement, tax, estate, and insurance planning.
In 2012, Ryan completed the Canadian Securities Course with Honours, and in August 2015, he obtained his Financial Planning Standards Council Level 1 Certification. In January 2017, Ryan obtained his CERTIFIED FINANCIAL PLANNER® designation. He also holds his Registered Retirement Consultant designation.
In 2019, Ryan officially took over the lead advisor role for the Snow & Associates practice and holds the title of Executive Financial Consultant. Ryan works alongside Cole and Rose with the goal of continuing to offer client service and financial planning solutions in line with the highest industry standards.
When away from the office, Ryan is an avid hockey fan. He also enjoys golfing, experiencing new cultures, and spending time at camp with family and friends.
Job Titles:
- Wealth Specialist, Investors Group Securities Inc.