SWAN Wealth Kelowna
Your Financial Advisors in Kelowna
SWAN Wealth Management specializes in solving your cross-border financial challenges, so you can retire happy. We’re located in beautiful Kelowna, in the heart of the Okanagan Valley. But we serve a range of clients located across Canada and in the US. We’re proud to be an advisory team of Raymond James Ltd.
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Work with a Dual-Licensed Financial Advisor
As dual-licensed advisors, partnered with Raymond James, we're able to manage your investment portfolio whether you’re living in Canada or the US. This is essential if you’re planning a move now or in the future. Choose a cross-border investment team if you’re planning on retiring from the US to Canada. We’ll help you minimize your tax burden, avoid issues with the IRS, and manage your portfolio so you can retire happy in Canada.
Meet SWAN Wealth Management
Tiffany and John Woodfield are the owners and financial advisors leading the SWAN Wealth Management team. Together they are uniquely able to help you navigate your cross-border financial transition.
Tiffany Woodfield specializes in advising clients who live both in Canada and the US or are planning a cross-border move. If you have IRAs/401(k)s or RRSPs/TFSAs and need to create a sound financial plan that takes into account all aspects of cross-border financial planning, Tiffany will ensure you’re covered. No matter what side of the border you live on, Tiffany can help you manage your assets, minimize your tax burden, and simplify your cross-border move.
John Woodfield is a founding member of SWAN Wealth Management. He graduated in 1989 with a B.Comm from Mount Allison University, is a Financial Management Advisor (FMA), a Chartered Investment Manager (CIM), a Certified Financial Planner (CFP) and, in 2007, was inducted as a fellow of the Canadian Securities Institute (FCSI). He has over 25 years of experience as a financial advisor and CFP.
Contact SWAN Wealth Management
Phone: 250-979-2710
Address: 1726 Dolphin Avenue #500, Kelowna, BC
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