SWAN Wealth Management, Raymond James Cross-Border Financial Advisors

Name: SWAN Wealth Management, Raymond James Cross-Border Financial Advisors
Address: 1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9, Canada, Y, Canada

5/5 ★ based on 8 reviews

Contact SWAN Wealth Management, Raymond James Cross-Border Financial Advisors

Address :	1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9, Canada
Phone :	📞 +9797
Website :	http://www.swanwealthcoaching.com/
Categories :	Financial consultant ,
City :	Y

1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9, Canada

Best Financial consultant in Canada

J	Joe American on Google ★ ★ ★ ★ ★ Fantastic service and portfolio management. Helped me through the process of my IRA set up and did a full Canadian plan. The only people who could help me and what a job they did!
M	M Ryder on Google ★ ★ ★ ★ ★ john has been our financial advisor for over 25 years ,we cannot praise him enough and is much more than advisor to my self and my wife and now both my sons are his new clients we have full confidence in john and sleep easy at night knowing he looks after our investments ,we highly recommend swan wealth management
M	Mary Smith on Google ★ ★ ★ ★ ★ I relocated back to Canada from the US a year and a half ago. I was blessed to find John and Tiffany Woodfield at SWAN. They assisted me to navigate the financial implications of the move and have competently directed and managed my investments going forward. They have consistently treated me with kindness and respect while supporting me through the myriad cross border tax implications of holding investments in Canada and the US. During these times of uncertainty, I am particularly grateful for their advice and counsel.
S	S Reid on Google ★ ★ ★ ★ ★ I've had my accounts with John for many years and he has consistently provided knowledgeable and professional service, making himself available to discuss any market or account questions I have. He and his incredible team have hosted numerous education seminars over the years, which have always proven to be very informative and helpful. It's hard to trust other people with your money, but with John and the SWAN team, I sleep well at night knowing they are working hard to get top results.
S	Susan Jobes on Google ★ ★ ★ ★ ★ I have had a great experience with SWAN Wealth Management and my advisor John Woodfield. I do "Sleep Well At Night" knowing that my nest egg is in good hands. It has been at least 20 years that John has managed my money and he has done very well for me. Very highly recommended.
K	Kara James on Google ★ ★ ★ ★ ★ My husband and I have worked with SWAN Wealth Management as our financial advisors for almost 15 years. The level of customer service from John and Tiffany is impeccable and they offer much more than just investment advice. They have provided us with opportunities to learn more about other aspects of wealth management, such as education, estate and tax planning. We have the utmost in confidence and trust in John and Tiffany and their experience and expertise to help us achieve our financial goals.
J	Jennifer Rhyne on Google ★ ★ ★ ★ ★ I reached out to Swan as I had questions regarding our family's unique cross border situation (where one of us is employed in the USA and the other in Canada). I was put in contact with Tiffany Woodfield. She was insightful, friendly and very knowledgeable about the questions and concerns I had. I felt that she was attentive and asked the right questions, in order to to best advise me on my inquiries. I would highly recommend Swan Wealth Management.
G	Gary Volman on Google ★ ★ ★ ★ ★ My initial consultation with Tiffany was very helpful. Tiffany and her team are well versed on cross-border financial planning services and are an excellent resource for any dual citizen looking to learn more about their finances and related tax obligations. Strongly recommended.