EXPERIENCE ....
About The Founder
“A long term commitment to service & retirement planning."
Our Dedicated Experienced Team to Serve You
Relax. Travel, they say, frees the mind. Think your thoughts, tell us your dreams and leave everything else to us, for long term tax and retirement planning and implementation. At the Expatriate Group, we stress client service!
Licenses and Certifications:
Securities: Canadian Securities Exam 1987, Registered Representative 1987.
Mutual Funds & Term Deposits 1987, Limited & Realty Partnerships 1987.
Professional Associations:
RPAC - Retirement Planning Association of Canada (ex-CAPP) - Alberta Chapter Director (2002-06) 1992.
Assante Financial Management (Chairman's Council) 2005
Canadian Association of Financial Planners (CAFP) Practitioner 1988
Estate Planning Council (Calgary) 1998
The Canadian Council for the Americas (mbr) 1998
Professional Retirement Planner (P.R.P.) charter member 1997
Canadian Association for PreRetirement Planning (CAPP) Alberta Chapter 1992
International Tax Planning Association (ITPA) Jersey & Cyprus 1993
International Association for Financial Planning (IAFP) Houston & European Chapter 1990
Canadian Employee Relocation Council (News Contributor & Member) 1993
Calgary Chamber of Commerce (International Division) 1993
Society of Petroleum Engineers (SPE) 1992
The International Society for Intercultural Education, Training & Research (SIETAR) 1992 Canadian Society of Exploration of Geophysicist (CSEG) 1980
Canadian Well Logging Society (CWLS) 1975
Assoc. of Professional Engineers, Geologists & Geophysicist of Alberta, P. Geol. 1968
Canadian Association of Petroleum Geologists (CSPG) 1968
American Association of Petroleum Geologists (AAPG) 1962
Community/Professional Contribution "We contribute our time!"
Calgary Export Club Director (1995-1997)
Elbow Park Resident's Association Director 1982 - 1993
Calgary Ski Club President 1970-1974
Education and Work Experience
University Honours BA, McMaster University, Hamilton, 1961, Geology
I' University d'Aix-en-Provence, France, 1962, fluency English/French
Employment sev. years, overseas working experience North Africa, Iran, Pet. Exploration.
25 years exploration consultant overseas and Canada's frontiers.
CIDA consultant for international aid programme in Pakistan
Financial Services Specialization Global Asset management Currency, Bond & Equity funds, Tax Haven Banking, Expatriate one stop tax / financial planning for Canadians overseas.
Financial Services
15 years, with past 12 years specializing in global investing, financial and tax planning
Professional Development
40 hours annually, as CAFP educational seminars, IAFP Dallas, Seattle and Vancouver conferences, visits to offshore fund management and Continuing Education seminars.
Disciplinary review by professional or regulatory governing bodies.
NONE
Conflict of Interest. NONE Confidentiality and Trust Emphasized
$2. million Professional Liability Insurance (Errors and Omissions) extended personally as a financial planner and with affiliated companies.
Tom Boleantu, Consultant
P.R.P. (Professional Retirement Planner-Charter Member), R.R.Registered Representative (Securities) for investment sales-15 years, is a graduate of McMaster U. Tom has lived and worked in the oil industry overseas in North Africa, Iran and Pakistan and has traveled extensively. Tom considers himself and family as global nomads who enjoy travel. His philosophy is a long-term commitment in life-style planning for his clients to attain their dreams and retirement goals. The following team members have been selected for attitude and are constantly upgrading their skills.Languages: English, French
Betsy, CA, CPA-International Tax Consultant
MBA Finance, University of St. Thomas (Houston, Texas); Accounting -Tunghai University (Taiwan); CPA Texas and Taiwan (11 yrs); Auditor Arthur Anderson, Taiwan (3 yrs); CANTAX - Canadian & International advanced tax return courses, Canadian IFIC Fund course, Languages: Taiwanese, Mandarin, English. Betsy has supervised all global tax returns for the past 8 years. Betsy reviews tax returns prior filing.
Jeanette, Marketing and Paraplanner Assistant
BMgt, Graduate of University of Lethbridge. Jeanette is responsible for organizing calls, files and appointments. Born in Calgary she has lived, studied and worked in small cities and towns within Southern Alberta and British Columbia for the past five years in addition to traveling internationally including Singapore,Malaysia, Indonesia and Thailand. Jeanette is upgrading her financial knowledge and is currently enrolled in the CSC-Securities course. Her coaching and leadership background helps us to keep contact with our clients globally. She is proficient in English, French and plays the flute for relaxation. Her one year daughter (Tom’s grand-daughter) keeps her busy.
Webmaster
If you have any concerns please don't hesitate to email us info@expat.ca
If you are interested in joining our team, please check out our Careers for opportunities. Or, e-mail us at info@expat.ca.