International ....
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.
International Banking - click here for instructions on how to contact us.
Global Connections Training
UK tax and financial planning. Click here for ... The Fry Group has assisted UK expats or Canadians moving to UK, tax retirement planning, wills, trusts and wealth mgmt for over 100 yrs. See website and free E-Bulletin news service on Fry Group website. The Expatriate Group does reciprocal planning for UK expats moving to Canada.
Increase rates of return at minimal risk through monthly investment in currency, bond or equity fund, to suit client's goals by our long term, professional money management.
Unbiased advice with top quartile Canadian or International managers as one of Canada's leading global specialists.
Analyze and simplify current portfolio in light of changing tax status for retirement growth.
Housing retention/sale/rental review on whether to keep or sell home.
International Managed Accounts US $150,000 - $250,000 minimum, by referrals to offshore registered agencies, through Channel Island Funds. One of the Investment Management Groups (fifth largest in the world) has more money under management than the entire Canadian Mutual Fund Industry. Selected portfolios based on client risk analysis. Conservatively managed whereby main philosophy is capital preservation. Average annual returns with top quality global bond funds have normally doubled average bank intest rates over the past 5 years. This service is only available to Canadian non-residents.
A January 1998 article from a leading Canadian publication quotes "Departing taxpayers should divest themselves of Canadian property and for the most part liquidate their investments in Canada. Canada Customs and Revenue Agency tends to view property ownership and extensive Canadian investment portfolios as evidence of continuing strong connection to Canada and could result in Canadian taxation of Canadian based assets. Canadian Investments could limit future income splitting and trust strategies available offshore."
International Monthly Plans (less than $100,000). referrals to major UK and Channel Island companies established for 10 - 25 years. Wide range investment tracking and reporting available on quarterly basis. All investments held in non-resident's own name through personal nominee account. Plan availability for monthly standing orders from International banks to International fund companies directly (minimum $1000US/month). Not available for Canadian residents.
Snowbirds: Buying U.S. real estate? A quick overview of the market, plus tax issues you should know about. (video)
Articles - 09.17.02 "Wall Street to e-Street" by Dr. Froehlich
Articles - 12.02.02 "3 reasons why markets have halted their descent" by Dr. Froehlich
Articles - 02.12.03 "You can have too much of a good thing" By Tony Martin