Tiffany Woodfield specializes in advising clients who live both in Canada and the United States and have IRAs/401(k)s or RRSPs/TFSAs or who have inherited money across the US/Canada border. Tiffany enjoys the outdoors, skiing, mountain biking, and spending time with her husband John and twin boys Carson and West.

John 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). When he is not advising clients or devising strategy, John enjoys the outdoors, biking and skiing. His passion is spending quality time with his wife, Tiffany, and their twin boys Carson and West.

Jake specializes in assisting clients with their transition across the U.S./Canadian border. He is a fully-licensed Canadian Associate Wealth Advisor completing his U.S. licensing and Certified Financial Planning designation. In his free time, Jake enjoys skiing, mountain biking and spending time with his wife, brothers, and parents.

Graham Arndt has over 18 years of experience in the financial industry, with over half of that time spent working with U.S. and cross-border clients. He currently lives in his hometown of Vancouver with his wife, Sunny, and their two young children, Alexander and Daniel.

Candace is an Administrative Assistant embarking on a new career path with Raymond James, SWAN Wealth Management. Born in Montreal, Quebec, Candace has called Kelowna, B.C., home for 12 years and is a proud mother of three wonderful boys.

Steven brings extensive experience in capital markets and mergers and acquisitions to the SWAN Wealth Management team, equipping him with deep expertise in valuation methodologies, deal structuring, and relationship management.