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 to speak with a SWAN Wealth financial advisor and begin the process of simplifying your cross-border finances.
We care about your finances and your happiness.
We know what it’s like to be excited about moving back to Canada but worried about the financial transition.
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How will you move your assets across the border?
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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.
Ready to simplify your cross-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:
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Schedule a 15-minute intro call.
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Meet with a financial advisor.
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We create a cross-border plan.
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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.
Meet the SWAN Wealth Team
Your assets are protected.
Now you can enjoy your next adventure.
Jake Imrich
Associate Wealth Advisor
John Woodfield
Senior Wealth Advisor, Portfolio Manager, CFP®, CIM®, FMA, FCSI®
Tiffany Woodfield
Senior Financial Advisor, Associate Portfolio Manager, CRPC®, CIM®, TEP®
Candace Sced
Administrative Assistant
Graham Arndt
Portfolio Analyst
Steven Fiust
Wealth Advisor Assistant
SWAN's Cross-Border Guides
