Who We Work With

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Individuals who are in transition. Migration of domicile and triggering transition events requires a review of an individuals digital footprint and corresponding “situs” or “location”. A domicile is the country that a person treats as their permanent home, or alternatively, a country that a person lives in and has a significant connection to. A domicile is a permanent or semi-permanent legal residence. The term “domicile” is distinct from the term “residence”. A residence is any place where an individual dwells – temporarily or permanently – which may or may not be their domicile. You can have multiple residences but can only have one domicile at any one time.​

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What We Do

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The Expatriate Group provides hourly fee for service Mobility Transition Coaching (MT Coaching). We identify and coach our clients through complexities arising from transitions. Primarily, issue spotting and coaching as it pertains to migration and where you are domiciled. We review your related fact patterns and help spot issues and trouble shoot solutions regarding compliance and arising liabilities.

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A review of your digital financial footprint is fundamental as it pertains to global mobility transitions – a big part of this experience is navigating the changes to your financial identity. Documentation of your digital footprint and ensuring that it represents your fact patterns is critical for compliance with regulators (credit, tax, legal, banking, insurance and otherwise) in Canada and overseas. Your digital footprint represents a story, and it is important that the ties associated with your digital footprint in every jurisdiction support the fact pattern surrounding your circumstance (and matching associated storylines).

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Recognizing that well-being is closely intertwined with emotional, psychological, and interpersonal aspects of life; we identify attitudes, behaviors, and situations that impact decision-making for your well-being and peace of mind. Coaching allows clients to “clear” the situation, the plans, and identify measures and move through the transition smoothly. Global mobility compliance is the ability to expand to and operate in various regions in the world, while remaining compliant with all local regulations.

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Overall, well-being for your situational change, bringing awareness to various areas for consideration when moving to another country, coaching on complex strategies for internationally held assets as they pertain to Canadians, and help seeking experts and recommend professionals for implementation of plans.