The Expatriate Group Inc. :: Managed Money

Managed Money ....

Portfolio Management - Focus on the Things you Control

We specialize in Canadian investments that are tax free for non-residents and tax efficient for Canadian residents ie. income and balanced funds treated as lower taxed capital gains.

"There are many elements of investment planning that far supercede fund selection as value-added activities, yet more time is likely spent on fund selection than any other element of investment planning."

- John De Goey shows how fund picking is largely irrelevant to adding value to your portfolio.

RRSP

Tax-free Asset Management Advice ($50,000. to $500,000.) in Canada or overseas.

· Non-Resident RRSP redemption @ 1% tax for non-working spouses. (Advice given for specific cases)
· Non-resident RRSP redemption @ 25% withholding tax (15% in certain country juristictions)

Article - SPECIAL REPORT ON OFFSHORE INVESTMENT SCAMS - 07/15/02

Article - Do the Five Ds Now to Reap Tax Rewards Later.
To ensure that you are exploiting all avenues to keeping your wages in your own pocket, read Tim Cestnick’s tax tips. Expatriate Group tax services can assist implementation.

Article - 08.15.03 - RRSP/RIF’s, HELD BY CANADIANS LIVING IN USA, AMERICAN CITIZENS (OR GREEN CARD HOLDERS), SEVERE PENALTIES MAY RESULT IF AMENDMENTS ARE NOT FILED BY AUG. 15/03 By Greg Plant CFA (Assante)