The Expatriate Group

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Canadian Expatriates are facing progressively stringent tax regulations. Traditional approaches to managing expatriation and repatriation have provided many with negative balances owing.

Recent developments have made taxation and investing for Expatriates even more difficult. The Canadian Revenue Agency is upholding tighter parameters and rulings, and Expatriate Canadians are expected to remain on the radar for quite some time. The international investment environment has become exceptionally dynamic with intensified compliance and regulatory standards. Navigation of Residency and Non-Residency issues has never been more complex or difficult to understand.

Expatriates must look beyond traditional planning models in order to protect their residency or non-residency status. The Expatriate Group offers a variety of strategies to meet the needs of the Canadian Expat. We offer customized residency and non-residency strategies and referrals. We have an enhanced understanding of the strict regulatory environment surrounding residency and non-residency issues. We provide our comprehensive one-stop service by completing an inventory of all your personal assets and help you make decisions surrounding your Canadian residency status.

Clients benefit from One-stop Residency and Non-Residency Services:

  • Convenience of having information regarding all non-residency issues under one roof
  • Connection between taxation and asset management are explored and explained in depth
  • Active support with changing addresses, tax status, banking logistics and currency exchange
  • Peace of Mind with a single point of contact providing specialized expatriate consultations
  • Confidential and secure cross border non-residency management in one place

Or you can use the calculator below.

Currency exchange better than a bank. ID is required. Due to global money laundering regulations, OFX require from overseas clients ID documentation of:
  1. Passport page or Drivers License (with photo).
  2. Proof of address: Utility bill, telephone bill or bank statement noting your residence address.
  3. Less documentation is required from Canadian clients using a Canadian address.

Professionals Planning to Work Abroad (or coming home) – March 3rd 2016

Professionals Planning to Work Abroad (or coming home) – March 3rd 2016 APEGGA Professional Speaker Series On March 3rd The Expatriate Group did a presentation for APEGGA. The topic was “Canadians planning to work abroad (or come home)”. Living as an Expat Canadian is much more than tax implications. During the presentation we identified the …

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6 must-know tax facts for Canadians earning abroad – Repost

6 must-know tax facts for Canadians earning abroad By Mark Gollom, CBC News Posted: Apr 25, 2012 The Canada Revenue Agency defines someone as a “factual resident” for taxation purposes if they maintain “significant residential ties” to Canada. Canadians can travel far and wide, but never quite far enough to avoid paying taxes. Whether you’re working in a bar in …

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Expert Tips for Managing Your Finances Abroad – Repost

Posted on: Living abroad can be complicated — you’re in a new culture, very likely grappling with at least one foreign language. There’s housing to consider, and if you’ve got children then there are issues related to child care and schools. Even managing your finances abroad can be complex, and that’s where some professional …

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Why Canadian mutual funds can cause U.S. tax headaches – Repost

Why Canadian mutual funds can cause U.S. tax headaches Written by: Max Reed Common Canadian investments can inadvertently cause U.S. tax problems for U.S. citizens in Canada. Let’s take a really common example that we see frequently. Jack is a U.S. citizen in his 50s who married Jill (a Canadian citizen) many years ago. They have …

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