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SWAN Wealth Management, Cross-Border Financial AdvisorsFinancial advisor in Kelowna, BC

SWAN Wealth Management, Cross-Border Financial Advisors is a financial advisor at 1499 St Paul St Ste 1000, Kelowna, BC V1Y 6P1, ranked #35 of 78 financial advisors in Kelowna and rated 5.0 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kelowna, BCUpdated 0 paid placements in any rankingHow we rank

Call (250) 979-2744Website ↗

Key facts

Key facts about SWAN Wealth Management, Cross-Border Financial Advisors
Address1499 St Paul St Ste 1000, Kelowna, BC V1Y 6P1Get directions
Phone(250) 979-2744
Websiteswanwealthcoaching.com
HoursMonday to Friday: 6:30 AM – 4:30 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Kelowna and 1 town within 40 km: West Kelowna.

Based in Kelowna, BCView on map

Opening hours

Opening hours for SWAN Wealth Management, Cross-Border Financial Advisors
DayHours
Monday6:30 AM – 4:30 PM
Tuesday6:30 AM – 4:30 PM
Wednesday6:30 AM – 4:30 PM
Thursday6:30 AM – 4:30 PM
Friday6:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SWAN Wealth Management, Cross-Border Financial Advisors

How is SWAN Wealth Management, Cross-Border Financial Advisors ranked in Kelowna?

SWAN Wealth Management, Cross-Border Financial Advisors is ranked #35 of 78 financial advisors in Kelowna by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are SWAN Wealth Management, Cross-Border Financial Advisors’ hours?

SWAN Wealth Management, Cross-Border Financial Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 6:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does SWAN Wealth Management, Cross-Border Financial Advisors serve?

Serves Kelowna and 1 town within 40 km: West Kelowna. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about SWAN Wealth Management, Cross-Border Financial Advisors?

SWAN Wealth Management, Cross-Border Financial Advisors has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact SWAN Wealth Management, Cross-Border Financial Advisors?

Call SWAN Wealth Management, Cross-Border Financial Advisors on (250) 979-2744. The business is at 1499 St Paul St Ste 1000, Kelowna, BC V1Y 6P1. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

SWAN Wealth Management, Cross-Border Financial Advisors compared with nearby businesses
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SWAN Wealth Management, Cross-Border Financial Advisors (this business)—685.0 (8)NoNo
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