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Phone: 250.979.1805​  //   Fax: 250.979.2749

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We know choosing an advisor isn't easy, particularly when you're planning a cross-border move. We invite you to get started with an introductory call.

We'll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please schedule a call below or fill out the following form.

We look forward to hearing from you soon.

SWAN Wealth Management
Suite 1000 - 1499 St Paul Street,

Kelowna, BC,

V1Y-6P1

T: 250.979.1805
F: 250.979.2749

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SWAN Wealth Management - Cross Border Advisors (45).jpg

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