SWAN Wealth Management launches cross-border video series for Americans moving to Canada

SWAN Wealth Management has launched a five-part video series to help wealthy Americans prepare for the tax, investment, trust and estate-planning issues that can surface when they move to Canada. The first episode is already live, with weekly releases planned through the rest of the series.

Why it matters: - Moving from the U.S. to Canada can change how investments, trusts, charitable giving and estate plans are treated. - The series is aimed at very-high-net-worth Americans who want to reduce avoidable tax and planning mistakes before Canadian residency begins. - The educational format may help families review cross-border issues before making a move, instead of trying to fix problems later.

What happened: - SWAN Wealth Management launched the first installment of a five-part cross-border video series for Americans preparing to relocate to Canada. - The first video was released July 14, 2026, on the SWAN Wealth Management YouTube channel and in the firm’s cross-border video library. - The second video is scheduled for July 21, and the firm plans weekly releases after that. - The series features Tiffany Woodfield, Senior Wealth Advisor, Portfolio Manager, CRPC®, CIM®, TEP®, and co-founder of SWAN Wealth Management. - Woodfield works with Americans, green card holders and Canadians on cross-border financial planning. - Her client base includes business owners and tech professionals moving across the border as they transition into a work-optional stage of life.

The details: - The first episode, “How Much Do Financial Advisors Cost in Canada?”, explains how advisory fees are structured in Canada. - The episode also highlights differences Americans may encounter when comparing Canadian wealth management services with those in the United States. - The next episode, “How Wealthy Americans Use DAFs Before Moving to Canada,” looks at donor-advised funds as a planning tool before Canadian residency begins. - That topic is especially relevant for people with appreciated mutual funds and charitable goals. - Future episodes will cover cross-border wealth management strategies, U.S. trusts versus Canadian trusts, and the exact steps to take when moving from the USA to Canada. - The videos are meant to provide general education and are not a substitute for personalized financial, tax or legal advice. - The first video is available in the SWAN Wealth Management cross-border video library at the video library. - SWAN Wealth Management says it works with more than 190 cross-border clients across Canada and the United States and manages just under $500 million in assets. - The firm is based in Kelowna, British Columbia, with an additional office in Vancouver. - Learn more at the firm’s about page.

Between the lines: - The launch reflects growing demand for cross-border guidance as Americans with complex finances consider a move to Canada. - The focus on donor-advised funds and trusts suggests the biggest planning risks often show up before relocation, not after. - Woodfield’s comments point to a common pattern in cross-border planning: people often seek help after a tax or investment issue has already created damage.

What's next: - SWAN Wealth Management will release new videos weekly. - Upcoming topics include cross-border wealth management, trust differences and relocation steps for Americans moving to Canada. - The series is positioned as an ongoing educational resource for affluent Americans weighing a move north.

The bottom line: - For wealthy Americans heading to Canada, the biggest financial mistakes may happen before the move, and SWAN Wealth Management is betting education can prevent them.