SWAN Wealth: Cross-Border Financial Planning
Tiffany Woodfield, Senior Financial Advisor, Associate Portfolio Manager, CRPC®, CIM®, TEP® and John Woodfield, Senior Wealth Advisor, Portfolio Manager, B.Comm, CFP®, CIM®, FMA, FCSI®
Summary of Key Points
Moving investments to Canada can be straightforward if you follow a step-by-step process that ensures all details are handled correctly.
US persons living in Canada face major pitfalls when working with Canadian-only or US-only advisors.
Using a Canadian-only advisor can force you to cash out certain plans, triggering taxes.
Meanwhile, at SWAN, we can maintain your US structures and adjust your investments as needed.
Tiffany and John are dual-licensed advisors, licensed in Canada and the United States.
The SWAN process focuses on protecting client assets, simplifying decisions, and managing everything behind the scenes so clients can feel relieved and confident.
Video script coming soon.