Sophisticated wealth management

Financial Planning & Wealth Management Cross-Border Moves Made Simple

Without a comprehensive cross-border financial plan, you could end up overpaying your taxes or losing access to your state-side investments. You don’t know what you don’t know, and this transition can feel complex and overwhelming. But when working with dual-licensed financial advisors, you don’t have to worry about your cross-border financial picture – you’ll be covered in both countries no matter where you live.

While some advisors offer cross-border financial services, few have specialized in this area. At SWAN Wealth, our goal is to provide you with stress-free cross-border financial planning, so you can relax and enjoy your next chapter.

Schedule a call below to speak with a SWAN Wealth financial advisor and begin the process of simplifying your cross-border finances.

 

 

Schedule a Call

We care about your financesand your happiness

We know what it’s like to be excited about moving back to Canada but worried about the financial transition.

How will you move your assets across the border? What can you do to prevent a large tax hit while staying onside with the IRS?

We understand how complex and confusing this transition can be.

As Certified Financial Planner™ professionals and advisors licensed on both sides of the border with over 25 years of experience, we ensure your cross-border financial transition is simple, easy and efficient. SWAN stands for “sleep well at night,” and that’s our goal for every client.

Cross-Border Services

Cross-Border Services

06/10/2018
A cross-border financial advisor can help minimize your tax burde...
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Canadians Moving from USA to Canada

Canadians Moving from USA to Canada

06/08/2018
Minimize taxes and simplify your cross-border financial plan.
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401(k) in Canada

401(k) in Canada

06/08/2018
When retiring from the U.S. to Canada, many people discover that ...
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Retiring to Canada

Retiring to Canada

06/08/2018
When retiring to Canada from the U.S., expatriates and dual citiz...
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Financial Planning for Americans Moving to Canada

Financial Planning for Americans Moving to Canada

06/08/2018
Manage your investments (and financial future) the right way.
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Americans Living in Canada

Americans Living in Canada

06/08/2018
Managing your cross-border investments effectively is key.
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easily move your assets from the U.S. to Canada

Protect your wealth wherever you live

retire happy and enjoy your next adventure

Ready to simplify yourcross-border finances?

At SWAN Wealth Management, we know that you want to be free to enjoy your life in Canada.

In order to do that, you need a cross-border financial plan that’s tailored to your needs. The problem is your U.S. advisor can’t help you move or manage your investments in Canada, and finding the right financial advisor can be challenging. You might be worried that you’re going to miss something during this transition.

We believe that moving your assets to Canada should be simple and easy. We understand how complex this process can appear – especially since it’s difficult to find clear information online.

That’s why we specialize in helping cross-border clients like yourself. With over 25 years of experience as Certified Financial Planner™ professionals and portfolio managers, we ensure your cross-border financial plan fits your exact needs and protects your assets.

Here’s how the process works:

  1. Schedule a 15-minute introductory call.
  2. Meet with a financial advisor.
  3. We create a cross-border plan.
  4. Together, we start the process.

To get started, schedule a 15-minute introductory call.

In the meantime, here’s our here’s our cross-border moving checklist, so you’ll be able to stop worrying about what you’re missing and instead relax and start planning your next adventure.


Your assets are protected. Now you can enjoy your next adventure.

John Woodfield

John

Woodfield, B.Comm, CFP®, CIM®, FMA, FCSI® Senior Wealth Advisor, Portfolio Manager
Tiffany Woodfield

Tiffany

Woodfield, CRPC®, CIM® Senior Financial Advisor, Associate Portfolio Manager

Instead of worrying about your investments or the IRS, you should be enjoying your next adventure. SWAN stands for “sleep well at night,” and that’s our goal for every client. With the right team, your cross-border transition will be simple, easy and stress-free.

Cross Financial Planning Resources

Cross Financial Planning Resources

6/8/2018 12:00:00 AM
The ultimate financial planning resource for dual citizens or green card holders living in Canada.
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RRSP Facts for Dual Citizens

RRSP Facts for Dual Citizens

6/8/2018 12:00:00 AM
Canadian RRSP facts for dual citizens, expats and Canadians.
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Your 401(k) in Canada

Your 401(k) in Canada

6/8/2018 12:00:00 AM
When retiring from the U.S. to Canada, many people discover that their 401(k) might not be the best retirement vehicle.
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Retiring to Canada

Retiring to Canada

6/8/2018 12:00:00 AM
When retiring to Canada from the U.S., expatriates and dual citizens are often unprepared for the complexities of the financial transition.
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Financial and Tax Planning for U.S. Citizens in CA

Financial and Tax Planning for U.S. Citizens in CA

6/8/2018 12:00:00 AM
Retiring to Canada: A financial planning guide.
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Roth IRA Canada

Roth IRA Canada

6/8/2018 12:00:00 AM
Financial and tax planning for U.S. citizens living in Canada.
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Download the free guide: 10 Things to Take Care of BEFORE You Move from the USA to Canada

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Sophisticated wealth management