About SWAN

SWAN Wealth Management

Sleep Well At Night

SWAN stands for Sleep Well At Night, and that’s our goal for every client.

Most people moving from the US to Canada struggle to make an effective financial plan that prevents tax issues while also optimizing investments. At SWAN, we manage wealth on both sides of the border, creating a plan that’s tailored to your needs. Now you can relax and enjoy your next adventure, knowing you’re covered no matter where you live.

Over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets but also why.

As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.

We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for our clients but for us, as well.

We also believe that our clients deserve the best.

You deserve to have a portfolio that is perfectly suited to your needs. You deserve to be able to sleep well at night, knowing your investments are safe.

You deserve to relax and spend time doing what you love, not worrying about your investments.

At SWAN we specialize in helping individuals and families who are moving across the border. However, we also have over 25-years of experience managing Canadian portfolios.

Our Wealth Management and Retirement Planning Services ensure that your assets will be protected no matter where you live. We seek to ensure your wealth is protected, so you can get started planning your next adventure.

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SWAN Wealth Management’s Continuity Plan

Continuity at SWAN is intentional.

SWAN was designed from day one as a team-based firm that outlives any one person.

Everyone here is growing with the business. Our team members are trained, mentored, and involved with clients early.

Our clients don’t work with just one individual; they know the team, and the team knows them.

In practice, that means your values, your goals, and your family story don’t live in one person’s head. They live in the firm, the process, and the people.

The team-based philosophy extends beyond SWAN Wealth Management.

Through our partnership with Raymond James—a Fortune 500 firm—we are supported by multiple specialized teams working behind the scenes to provide depth, expertise, and long-term continuity.

SWAN’s continuity plan is supported by the following:

An accountant embedded within our practice, as well as dedicated cross‑border specialists at Raymond James, will help answer complex US–Canada questions as they arise
A financial planning department, not just a single planner, ensures plans are built, reviewed, and supported collaboratively
A cross‑border tax team, so knowledge and insight are not reliant on one individual
A Raymond James analyst team supporting portfolio research and investment decisions
Trust and estate partners, including Solus Trust, to help support multigenerational planning
Dedicated expertise around donor‑advised funds, trust accounting, and complex structures

Together, this structure ensures that continuity, institutional knowledge, and oversight are built into everything we do.

The result is a firm designed around continuity, legacy, and values.

Your plan is supported by people, processes, and institutions that are built to last, evolve, and serve your family well beyond any single chapter or individual.