Skip to content
facebook
linkedin
envelope
T:
250.979.1805
F:
250.979.2749
Schedule a Call
Menu
Home
Cross-Border Services
Cross-Border Services
Cross-Border Financial Planning Services
Canadians Moving from USA to Canada
Americans Moving to Canada
Americans Living in Canada
Inheriting an IRA
Transferring Your Account
About Us
About Us
About SWAN Wealth
Tiffany Woodfield
John Woodfield
Our Team
Our Partners
SWAN Wealth Kelowna
About Raymond James Canada
Media Appearances
Investment Philosophy
Common Questions
Financial Planning
Financial Planning
Wealth Management in Canada
Cross-Border Wealth Management
Financial Planning for Women
Financial Planning for Retirees
Financial Planners Canada - Tips on Making an Informed Choice
Knowledge Centre
Knowledge Centre
Cross-Border Financial Planning Resources
401k in Canada: Retiring from the USA to Canada
Retiring to Canada: A Financial Planning Guide for Americans and Dual-Citizens
Financial and Tax Planning for US Citizens Living in Canada
Canadian RRSP Facts for Dual Citizens, Expat, and Canadians
Roth IRA Canada—How to Manage Your Investments Across the Border
Cross-Border Estate Planning
Family Trusts in Canada for Estate Planning and Wealth Management
Blog
Client Access
Client Access
US Account Login
Canadian Client Login
Schedule a Call
Schedule a Call
Schedule A Call
SWAN Wealth Management of Raymond James Ltd.
1726 Dolphin Ave., Suite 500
Kelowna, BC V1Y 9R9
T: 250.979.1805
F: 250.979.2749
Map and Directions
Map and Directions
Moving Your Roth IRA Account to Canada
11.19.2021
//
Lifestyle & Personal
Written by Tiffany Woodfield, CRPC®, CIM® Portfolio Manager Readi...
Read More
Should You Move Your US Taxable Investment Accounts to Canada when Becoming a Canadian Resident?
10.26.2021
//
Lifestyle & Personal
Written by Tiffany Woodfield, Portfolio Manager, CIM® CRPC® Read...
See More
How to Reduce Taxes for High Income Earners in Canada
10.20.2021
//
Lifestyle & Personal
By John Woodfield, Portfolio Manager B.Comm, CFP®, CIM®, FMA, FCS...
See More
Load more
Reset
Archives
2021
July
October
November
Category
Lifestyle & Personal
Topic