Company Description

SWAN Wealth Management, a Raymond James Cross-Border Financial Advisors firm, is located at 1726 Dolphin Ave #500 in Kelowna, BC. They offer financial planning consulting services, helping clients make the most of their finances with comprehensive planning strategies. Their team of experts, including Tiffany Woodfield, Jordan Fraser, and John Woodfield, can be contacted through phone at 2509792744 or email at Tiffany.Woodfield@raymondjames.ca, jordan.fraser@raymondjames.ca, or john.woodfield@raymondjames.ca. Clients can also visit their website at swanwealthcoaching.com or follow them on Facebook at https://www.facebook.com/swanwealthcoaching/ and LinkedIn at https://www.linkedin.com/in/tiffany-woodfield/.

Products & Services

investment management ,   cross-border financial planning ,   Estate Planning ,   financial planning consulting services ,   financial planning ,   financial advisory services ,   Insurance planning ,   sophisticated wealth management ,   retirement planning ,   comprehensive planning strategies ,   Investment advice ,   portfolio management ,   tax planning