Mission Statement ....
The Expatriate Group's mission is to simplify and enhance the lives of our clients by providing integrated one-stop tax/financial and life management services that are tailored to each client’s unique objectives. We can assist you to attain your long term, life-style retirement goals.
One-stop tax, financial planning and global investments with caring personalilzed client services.
Goals
- To continually improve our service.
- To help our clients make smart tax/financial and life-style decisions.
- To minimize taxes both in Canada or overseas while satisfying CCRA requirements.
- To increase client assets through a wealth management program that offers diversification and risk reduction.
- To help clients adapt successfully to foreign environments and retirement life-styles.
- To be Canada’s best tax/financial personalized one-stop global tax,financial and wealth management service.
- To maintain our global investment management specialty.
- To be an internationally recognized boutique financial advisor.
Values
- Caring attitude and respect for all people.
- Continual client support and extraordinary client service.
- Focus on long-term client needs placing clients’ needs first.
- Absolute trustworthiness, confidentiality, independence and integrity.
- Progressive management, creative options and effective use of information technology.
- Employee satisfaction and growth, known for their professional team approach.
What is Success?
- Capital preservation and peace of mind (to sleep at night).
- Reduced taxes in Canada and overseas offering increased cash flow.
- Client Investment education and continuing communication.
- Reasonable returns through global investments at lower risk.
- Portfolio performance sufficient to achieve retirement objectives.
- 24 hour response time & concierge service (to clients with over $300,000 under management).