SWAN Wealth Management
Thank you for checking out our channel! If you want to learn more about cross-border financial planning, how to move your wealth from the USA to Canada (or vice versa), or what the different investing tools in Canada and the US are, then you're in the right place.
At SWAN Wealth our goal is to help make your cross-border moves simple and easy.
The videos on this channel have been prepared by Tiffany Woodfield, CRPC® / John Woodfield, CFP®,
CIM®, FMA, FCSI®, and express the opinions of the authors and not necessarily those of Raymond James Ltd. (RJL). Disclaimers: http://bit.ly/1nspoNn and https://bit.ly/35YUxzZ.
What to Do with Your INHERITED IRA in Canada - Must Watch
Moving from the USA to Canada as an American - Critical Info!
Canadian Citizen Moving Back to Canada from USA - 3 Tax Pitfalls!
Expat Financial Advisor - Avoid These Major Pitfalls
Cross-Border Advisor - Make Sure You Watch This
Is a Roth IRA the Same as a TFSA? Quick Q&A!
Tiffany Woodfield - About SWAN Wealth Management
How Are Capital Gains Taxed in Canada - Tips from a CFP
FBAR: Everything You Need to Know About Filing Requirements
Tax Saving Strategies for High Income Earners in Canada | Tips from a CFP
Family Trusts in Canada | Learn the Basics
Is Your 401(k) Taxable in Canada? - Cross-Border Advisor
Basic PFIC Rules and Reporting Guidelines You Need to Know as an Expat
Cross-Border Estate Planning for Americans and Dual Citizens in Canada
American Living in Canada - Tax and Investing Pitfalls to Avoid
Roth IRA in Canada - Cross-Border Financial Planning Tips
TFSA vs. ROTH IRA - What are the differences?
Working with an Advisor: What do you do with our money?
Estate Planning Canada - Avoid Probate and EXCESS Tax
Exit Tax USA - Tips From a Financial Advisor on Exit Tax and Expatriation
Cross-Border Financial Planning: How to Manage Your Family’s Cross-Border Wealth
Cross-Border Financial Planning Tips for Americans Retiring to Canada | Simple Tips!
RRIF vs RRSP What's the Difference? | Financial Planning Tips from a Cross-Border Financial Advisor
Moving to Canada from US | Financial Planning Tips from a Financial Advisor
Cross Border Financial Planning | SWAN Wealth Management
How Do RRSPs Actually Work? | Tips on RRSPs from a CFP
Transfer 401k to RRSP - Advice from a Financial Advisor
Certified Financial Planner Canada | Wealth Management and Investing in the US and Canada
US Citizen Living in Canada - Financial Planning and TAX TIPS
Stocks vs Bonds vs Mutual Funds | Tips from a CFP