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.
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.
- SWAN Wealth Management of Raymond James Ltd. 1726 Dolphin Ave Ste 500 Kelowna, BC V1Y 9R9
- T 250.979.1802
- F 250.979.2749
- Map & Directions
- Map & Directions
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
© 2020 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Website Legal Disclaimers | Privacy Policy | Web Use Agreement