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

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