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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.

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SWAN stands for Sleep Well At Night, and that's our goal for every client. With the right team, your cross-border transition will be simple, easy, and stress-free.

Sophisticated wealth management

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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.
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