How May We Be of Service?
The Expatriate Group offers a personalized one-stop service, more than tax and residency advice, for both Canadian residents and non-residents. We also assist other nationals moving to Canada. We provide coordination of various advisors either in-house or specialists. RRSP consolidation is an urgent requirement prior to any move.
Our process has helped hundreds of clients achieve financial success while considering all the cross borders issues that can arise. We help:
- Clarify your present situation through your current asset review.
- Identify economic goals and objectives starting at 1 year and through to retirement.
- Identify monetary problems and opportunities.
- Provide recommendations and alternative solutions.
- Coordinate the implementation of recommendations.
- Provide periodic review and updates.
Note: All services apply in Canada and Overseas.
Our vision is to be Canada’s leading team providing full-service comprehensive asset strategies for Canadians throughout the world.
Our mission is to provide our domestic and international clients with financial and lifestyle Peace of Mind. We do this by providing valuable life-style, capital and tax strategies for long-term retirement planning. We share knowledge, asset strategies and provide added value to our clients. We are here to provide the best customer service, nothing less.
Our Talented Team
Tom Boleantu is a creative and widely-respected Canadian Financial guru in areas of lifestyle planning,
Jeanette BoleantuSenior Wealth Advisor
We are excited to service clients locally, nationally and internationally with comprehensive cross border tax
Mary-Claire GreenClient Communication Coordinator
Penny Lambert-JonesProcessing Manager
Jenny EwensWealth Advisor
As a Senior Financial Advisor with Assante Financial Management Ltd., Scott Masters facilitates the delivery