Services ....

The Expatriate Group offers a personalized one-stop service, more than investment or tax advice, for both Canadian residents and non-residents. We also assist other nationals moving to Canada. We provide coordination of various advisors either in-house or specialists. RRSP consolidation is an urgent requirement prior to any move. For example, while you are a resident of the USA, most financial institutions will not allow you to switch from term to fund, or between fund equity classes.

We are a personalized service team of international managers providing dependable service for over 20 years. We work together with you, so that you and your children can benefit. We offer a disciplined approach to assist in attaining your retirement goals. This will enhance your wealth. We focus on long term performances and capital preservation.

Our Client Objectives are:

• Tax Minimization. 
• Risk Management. 
• Reasonable Performances. 
• Developing a Strategic Plan.
• Financial Security for you and your family.

The Expatriate's Plan and Approach is to:

• Provide assistance and professional guidance in building a plan.
• Customize strategies.
• Follow the total Financial Planning Process as outlined by the Canadian Association of Financial Planning (CAFP) ie: Risk Assessment Form.
• Clarify your present situation through your current asset review.
• Identify financial goals and objectives starting at 1yr through to retirement. 
• Identify financial problems and opportunities at a reduced risk.
• Provide recommendations and alternative solutions. 
• Coordinate the implementation of recommendations.
• Provide periodic review and updates.

Note: All services apply in Canada and Overseas.

If you are interested in these services, please fill out the following three forms:

Client Review, Goals and Dreams, and Personal Financial Review