About Us

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.

Steps we go through:

1. Clarify your present situation through your current asset review.

2. Identify economic goals and objectives starting at 1 year and through to retirement.
3. Identify monetary problems and opportunities.
4 .Provide recommendations and alternative solutions.
5. Coordinate the implementation of recommendations.
6. Provide periodic review and updates.

 

Note: All services apply in Canada and Overseas.

Vision Statement

Our vision is to be Canadas leading team providing full service comprehensive asset strategies for Canadians throughout the world.

Mission Statement

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.

Newsletters

 As part of our lifestyle planning the expatriate group recommends the following newsletters.  You will find each newsletter very informative.  What is more important than money.

Wouldn’t it be wonderful to be motivated to achievement by such a lofty goal as benevolence? I must confess, however, that in the early years of my struggle to succeed, my motivation was a lot more down-to-earth…..Read more HOW TO BE A GREAT LISTENER By Jim Rohn

  1. THREE CORE LEADERSHIP STRATEGIES
  2. REASONS WHY NOTHING HAS CHANGED IN YOUR ORGANIZATION
  3. MODERN BALANCING ACT
  4. THE THREE C’s OF LEADING WITH CONFIDENCE
  5. RESOLVING CONFLICTS 
  6. DEVELOPING YOUR PERSONAL BEST