Corporate Services ....
The Expatriate Group offers a one-stop service for expatriate Canadians working overseas for over fifteen years. Initially established to serve the needs of petroleum and engineering industry employees working overseas, including those working on rotation, our company now deals with individuals inmany different professions. Our comprehensive service at one location can address and implement all expatriate financial needs and goals prior to departure, during the offshore contract and following return. Many corporations out-source employee tax & non-resident and re-entry preparation enquiries to our one-stop service.
The Expatriate Group works on behalf of both individuals and corporate clients in over 50 countries worldwide. All operations are handled from our Calgary Office.
Comprehensive Wealth Management
Life-style, Cross-Cultural Planning
Investment and Retirement Planning and Purchases
Cash Flow and Currency Exchange
The broad range of services for individuals and corporations includes:
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Application for non-residence status. Foreign or Overseas Employment Tax Credit counsel.
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Tax return services (CDN & US) final departure and filing personal or rental tax returns while offshore.
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General tax planning befoe and after departure co-ordinating with banking and investments.
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Ongoing preparation of non-resident Canadian and US personal and Rental Tax Returns.
Comprehensie Wealth Management:*
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Investment Management.
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Portfolio Construction ($100,000.00)
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Wealth Planning ($500,000.00)
Life-style, Cross-Cultural Planning and Communication:
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Time, space and overseas stress management coping skills with emotional aspects emphasized.
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Life-style and culture shock planning with books and videos outlining problems and solutions.
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Spouse and family adaptation for the move and in the host country. One hour to three day seminars.
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Children's education alternative plus costs in Canadian and overseas.
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Full concierge services; shpping, house-cleaning, baby-sitting, laundry, errands, house repairs.
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Review and advise on off-shore banking considering stringent money laundering regulations.
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Advice on efficient transfer of offshore capital to and from Canada to redce wire order costs.
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Emergency fund allocation and continuing banking with monthly tax free investment purchases.
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Clarifies your present situation through you current asset review.
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Identifies financial goals and objectives - 1 year - 3 years to retirement.
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Identifies financial problems and opportunities or 8-12% rates of return at reduced risk.
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Provide unbiases recommendations and alternative solutions.
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Coordinates the implementation of recommendations.
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Provide periodic review and update. Confidential/ethical services apply in Canada and overseas.
Investment and Retirement Planning and Purchases:
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Minimize risk and tax through monthly investments of tax-free currency, bond or equity funds to suit client's goals and risks by leading Nobel world-class, professional money managers.
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Unbiased advice with top quartile CND and/or International managers as Alberta's Global Specialists.
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Analyze and simplify current portfolio in light of changing tax status for retirement growth.
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Housing retention and sales and rental review on whether to keep or sell your house.
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RRSP investment consolidation to reduce trustee fees and tax free RRSP redemption processes.
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Tax-Free Asset Managment ($100,000 to $500,000) in Canada and through overseas referrals.
Cash Flow and Currency Exchange:
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Advise cost of living and unbiased cash flow planning to reduce debt and to invest tax free.
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Currency transfer and exchange savings better than major banks.
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Review and update current Wills for your and your spouse. Advice on new Wills to refelect multiple foreign jurisdictions.
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Review of current Canadian life, disability policies and overseas benefit packages.
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Advice on supplementary international health, travel, disability, life and evacuation insurance.
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Repatriate of funds tax-free and investment strategies to reduce taxes on return.
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Counsel family re-integration and adaptation to Canadian society following foreign employment.
"Re-entry culture shock often is more stressful than moving overseas."
* Disclaimer: Tom Boleantu, a director of The Expatriate Group Inc. and mutual fund advisor of Assante Financial Management Ltd. Is a registered PRP (Professional Retirement Planner-Director of S. Alberta Chapter) emphasizing Life-style retirement planning at reduced taxable investments. Mutual funds, sales and advice are provided through Assante Financial Managment Ltd. Tax preparation services are provided through the Expatriate Group. Assante Financial Management is not affilated with The Expatriate Group and is not responsible for the tax services offered by the Expatriate Group.