About SWAN Wealth Management
Tiffany Woodfield, Senior Financial Advisor, Associate Portfolio Manager, CRPC®, CIM®, TEP®
Summary of Key Points
Swan Wealth Management helps dual citizens, Canadians moving to or from the United States, green card holders, and US persons living in Canada.
SWAN Wealth Management handles cross-border complexities, including IRAs, 401(k)s, 403(b)s, PFIC rules, and more.
Working with an advisor who is licensed in Canada and the US helps you to keep registered retirement accounts intact and prevent major taxable events.
Having everything under one roof makes it easier to balance portfolios, manage income streams, and receive correct IRS and CRA tax receipts.
Swan Wealth Management is a firm that offers portfolio management. The firm has a fiduciary duty and over 30 years of investing experience.
Video Script
Hi, I’m Tiffany Woodfield, a Cross-Border Financial Advisor and the co-founder of SWAN Wealth Management.
At SWAN Wealth we help Canadians, Americans, Dual Citizens and Green Card Holders living in Canada or the US.
If you have financial ties on both sides of the border, then you’ve probably already run into some of the challenges that cross-border wealth presents. Managing IRAs, 401(k)s, PFICs, RRSPs, and TFSAs can be tricky when you're dealing with two different countries.
While many of our clients are Canadian only, meaning they don’t have wealth outside of Canada, at SWAN we specialize in helping people who are dealing with cross-border complexities.
Being licensed in both Canada and the US, means that we help you keep your registered retirement accounts intact so you don’t need to cash them out and create a taxable event.
When everything is under one roof, it’s easier to keep your portfolio balanced and manage income streams. And you’ll have all the correct tax receipts for reporting income and investments to both the CRA and the IRS, so you don’t have to worry about being invested in the wrong thing and paying for it later by overpaying your taxes.
In addition, at SWAN we are portfolio managers, which means we have a fiduciary duty to always act in your best interest.
When you work with SWAN, you don’t just get our cross-border expertise, you also get over 30 years of investing and wealth management experience.
We work with your cross-border accountant to ensure you have everything you need to be onside. And we help you with estate planning, financial planning, tax planning, and retirement planning.
If you’re still in the research phase and not ready to schedule a call with an advisor, we’ve created 8 cross-border guides to help you with your self-education.
Go to the Knowledge Centre drop down menu on on the navigation bar of this website and find the topic that most applies to your situation.