SWAN works with clients in both the USA and Canada to create integrated cross-border investment portfolios.
Our clients include Canadians residing in Canada, US citizens in Canada or the USA, and Canadians living in the USA.
We are experts concerning the cross-border structures and can show you how to make the most of opportunities and the many pitfalls to avoid.
Our typical clients have accumulated wealth in Canada and/or the USA (including US based IRAs or 401ks, RRSPs and TFSAs) or have inherited money from US or Canadian relatives but live across the border.
John Woodfield is a Portfolio Manager with 26 year’s experience and Tiffany Woodfield is a fully licensed advisor in both Canada and the United States.