Snowbird Financial Consulting

Helping Canadians invest and enjoy life south of the border.

Financial Services

Analyze your financing options and provide the best financing strategy.

Investment Strategies

Providing you secrets to retirement living as a Snowbird.

Immigration Matters

Helping you clear up tax and immigration questions or concerns.

Membership or Single Packages

Full time annual access or single services, we have you covered.

SERVICES FOR SNOWBIRDS AND CANADIAN INVESTORS

Snowbird Financial Consulting (SFC) offers professional services designed to help Canadian Snowbirds and investors with their property purchase and lifestyle south of the border.

We provide catered advice for Canadians looking to purchase their vacation or retirement home in beautiful Florida. 

We have offices in Ontario and Florida for your convenience.   

Call us to find out if a vacation lifestyle can be a  reality for you!  Use your Canadian equity or qualify with a U.S. bank or lender.  Take advantage or SFC’s wealth of experience and network to get the best rates and have your questions answered.    Ready to spend those cold months in Florida?  Call us today!

 

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Years in Business

Satisfied Snowbirds

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Our Expertise

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Real Estate

Providing advice on the best locations to purchase your winter home or investment.
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Mortgage Financing

Mortgage financing solutions on both side of the border, providing maximum savings.
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Investment Strategies

Purchasing for personal or as an investment? We provide you with a strategic plan to maximize your return.
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Tax Solutions

Canadian and US taxes can be tricky. We have you covered!
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Border and Residency

We set you up for smooth border crossings and consult with you regarding your residency dos and don’ts.
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Legal and Accounting

That’s right! We can help with the boring stuff.

Packages & Pricing

Strategic plans at a price you can afford

Starter Package

You may be starting out and need some initial advice to get a plan started. Whether you are in retirement, approaching retirement or seeking to invest south of the border, we can provide the foundation to get you started on the right path. Starting at $495.00

Finance Package

Financing can be a challenge. Let us analyze your portfolio and present the best options to finance your purchase south of the border. Starting at $0.00*

Concierge Package

Once your area is narrowed down, we will greet you at the airport in executive style. We transport you to each property. Once your viewings are complete, it’s time to relax and review your top picks at your luxurious hotel. When you’re ready your limo will take you to the top restaurants the area has to offer. This red carpet service is a top pick with our affluent clientele. Starting at $5,000.00

Custom Package

Every client’s vision or requirements are different. Many require unique services. SFC can provide a custom consulting package to meet those requirements. Custom pricing available.

*Conditions Apply.
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WHERE CAN WE HELP

We offer a wide variety of services tailored to your needs; we treat each customer with the utmost professionalism and respect.

Canadian Snowbird Financing

 

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Snowbird Financial Consulting

 

Snowbird Financial Consulting (SFC) is a consulting firm that specializes in real estate, investment, and immigration strategies with affluent Canadians looking to purchase property south of the border.

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4851 Tamiami Trail North Suite 200
Naples, FL, 34103
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