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.
Cross Border Services
Canadians Moving from USA to Canada
401(K) in Canada
Retiring to Canada
Financial Planning for Americans Moving to Canada
Your assets are protected. Now you can enjoy your next adventure.
As Certified Financial Planners with over 25-years of experience, we know how to ensure your cross-border financial transition is simple, easy, and stress-free. SWAN stands for Sleep Well At Night, and that’s our goal for every client.