SWAN Wealth Management - Invidious

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: bit.ly/1nspoNn and bit.ly/35YUxzZ.

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4:57

EXACT Steps to Take If You're Moving from the USA to Canada

SWAN Wealth Management

Shared 1 week ago

90 views

5:29

US Trusts vs. Canadian Trusts for Americans Moving to Canada

SWAN Wealth Management

Shared 3 weeks ago

100 views

8:11

Americans in Canada: Estate Planning and Tax Traps You Need to Know

SWAN Wealth Management

Shared 1 month ago

73 views

6:55

How Wealthy Americans Use DAFs Before Moving to Canada

SWAN Wealth Management

Shared 1 month ago

68 views

11:59

How Much Do Financial Advisors Cost in Canada?

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Shared 2 months ago

2.7K views

4:44

What to Do with Your INHERITED IRA in Canada - Must Watch

SWAN Wealth Management

Shared 1 year ago

917 views

4:54

Moving from the USA to Canada as an American - Critical Info!

SWAN Wealth Management

Shared 1 year ago

614 views

5:36

Canadian Citizen Moving Back to Canada from USA - 3 Tax Pitfalls!

SWAN Wealth Management

Shared 1 year ago

1.9K views

6:05

Expat Financial Advisor - Avoid These Major Pitfalls

SWAN Wealth Management

Shared 1 year ago

441 views

3:56

Choosing a Cross-Border Financial Advisor: What You Need to Know

SWAN Wealth Management

Shared 1 year ago

619 views

1:25

Is a Roth IRA the Same as a TFSA? Quick Q&A!

SWAN Wealth Management

Shared 2 years ago

387 views

1:48

Tiffany Woodfield - About SWAN Wealth Management

SWAN Wealth Management

Shared 2 years ago

163 views

6:50

How Are Capital Gains Taxed in Canada - Tips from a CFP

SWAN Wealth Management

Shared 2 years ago

1.1K views

3:31

Filing Your FBAR: Top Rules Americans in Canada NEED to Know to Avoid Problems with the IRS

SWAN Wealth Management

Shared 2 years ago

2.3K views

6:59

Tax Saving Strategies for High Income Earners in Canada | Tips from a CFP

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Shared 2 years ago

5K views

5:05

Family Trusts in Canada | Learn the Basics

SWAN Wealth Management

Shared 2 years ago

30K views

4:55

Is Your 401(k) Taxable in Canada? - Cross-Border Advisor

SWAN Wealth Management

Shared 2 years ago

1.2K views

4:34

Basic PFIC Rules and Reporting Guidelines You Need to Know as an Expat

SWAN Wealth Management

Shared 3 years ago

2.3K views

6:43

Cross-Border Estate Planning for Americans and Dual Citizens in Canada

SWAN Wealth Management

Shared 3 years ago

1.3K views

7:35

American Living in Canada - Tax and Investing Pitfalls to Avoid

SWAN Wealth Management

Shared 3 years ago

1.5K views

5:55

Roth IRA in Canada - Cross-Border Financial Planning Tips

SWAN Wealth Management

Shared 3 years ago

857 views

5:03

TFSA vs. ROTH IRA - What are the differences?

SWAN Wealth Management

Shared 3 years ago

2.2K views

5:30

Working with an Advisor: What do you do with our money?

SWAN Wealth Management

Shared 3 years ago

551 views

6:15

Estate Planning Canada - Avoid Probate and EXCESS Tax

SWAN Wealth Management

Shared 3 years ago

24K views

4:29

Exit Tax USA - Tips From a Financial Advisor on Exit Tax and Expatriation

SWAN Wealth Management

Shared 3 years ago

1.7K views

6:20

Cross-Border Financial Planning: How to Manage Your Family’s Cross-Border Wealth

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Shared 3 years ago

1K views

2:11

Cross-Border Financial Planning Tips for Americans Retiring to Canada | Simple Tips!

SWAN Wealth Management

Shared 5 years ago

2.6K views

2:20

RRIF vs RRSP What's the Difference? | Financial Planning Tips from a Cross-Border Financial Advisor

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Shared 5 years ago

1.2K views

2:07

Moving to Canada from US | Financial Planning Tips from a Financial Advisor

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Shared 5 years ago

1K views

2:52

Cross Border Financial Planning | SWAN Wealth Management

SWAN Wealth Management

Shared 5 years ago

1.5K views

3:30

How Do RRSPs Actually Work? | Tips on RRSPs from a CFP

SWAN Wealth Management

Shared 5 years ago

930 views

2:04

Transfer 401k to RRSP - Advice from a Financial Advisor

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Shared 5 years ago

1.5K views

3:13

Certified Financial Planner Canada | Wealth Management and Investing in the US and Canada

SWAN Wealth Management

Shared 5 years ago

5.1K views

2:01

US Citizen Living in Canada - Financial Planning and TAX TIPS

SWAN Wealth Management

Shared 5 years ago

2.8K views

3:13

Stocks vs Bonds vs Mutual Funds | Tips from a CFP

SWAN Wealth Management

Shared 5 years ago

1.2K views

2:52

401k vs RRSP - What's the Difference? | Cross-Border Financial Planning + Wealth Management Tips

SWAN Wealth Management

Shared 5 years ago

3.2K views

2:51

401k Canada - Moving 401k from US to Canada | Cross-Border Financial Planning + Wealth Management

SWAN Wealth Management

Shared 5 years ago

4.1K views

3:34

Canadian Retirement — How much do you need to RETIRE comfortably in CANADA? — Tips from a CFP

SWAN Wealth Management

Shared 5 years ago

15K views

2:13

RRSP Withdrawal Rules at Age 71 - Canadian Retirement Planning Tips

SWAN Wealth Management

Shared 5 years ago

7K views