The Expatriate Group

Canadian Residency & Non-Residency Advice and Referrals
BOOK A MEETING
Menu
  • Home
  • About Us
    • Tom Boleantu, PGeol, PRP
    • Jeanette Boleantu, B.Mgmt, PFP
    • Mary-Claire Green
    • Penny Lambert-Jones, BA
  • Resources
    • Financial Resources
    • Insurance Resources
    • Expat Directory
    • Book List
    • FAQ
  • Client Area
    • Client Checklist
    • Forms
    • Payment
  • Blog

Book List

Recommended Lifestyle Books

BookAuthor
Going InternationalLennie Copeland
Survival Kit for Overseas LivingL. Robert Kohls
Understanding Cultural Differences
Moving Your Family OverseasKalb / Welch
Womens Guide to Overseas LivingPiet-Pelon & Hornby
A Wife’s Guide (Culture Shock Series)R. Pascoe
Where in the World Are You Going (for children 5-10)
Understanding ArabsMargaret K. Nydell
Update: Saudi ArabiaIntercultural Press
Encountering Chinese
From Nyet to Da (Soviet Rep.)
Fair Go For AllIntercultural Press
French or FoeIntercultural Press
Kiss, Bow, Shake HandsIntercultural Press
Women’s Guide OverseasIntercultural Press
A Career in Your SuitcaseParfitt & Reichrath- Smith
The Immigrant CookbookLeyla Moushabeck
Australia, Borneo, Burma, Canada, China, France, Hong Kong, India, Indonesia, Israel, Italy, Japan, Korea, Malaysia, Morocco, Nepal, Norway, Pakistan, Philippines, Singapore, South Africa, Spain, Sri Lanka, Syria, Taiwan, Thailand, USA, VietnamCulture Shock Series – Various Authors

Retirement Books

BookAuthor
Adventures Abroad (Travel / Retirement) Europe, C. America, Asia)Symons / Parker / Gateway
Beyond WorkBill Roiter
Retire to the Life You LoveNell Smith
10 things I wish someone had told me about retirementSelles, Yih & French
The Canadian Snowbird Guide (US & Mexico)Douglas A. Gray
Choose MexicoJ. Howels & D.Merwin
Costa Rica (Cultural/Travel)Ree Strange Sheck
Choose Costa Rica – Retire/InvestJohn Howels

Tax & Investment Books

BookAuthor
Intl. Tax & Financial Planning Worksheets / Non-residencyExpatriate Group
(Review extra)
Take Your Money & Run!Alex Doulis
The Border Guide (US Tax & Financial Planning Guide)Robert Keats
Risk is a Four Letter Word (Asset Management)George Hartman
Sudden Wealth – The Next GenerationJack Lumsden
Financial Strategies for WomenThe Basics
The Wealthy BarberChilton
EDGE Investment & Retirement Planning Disc or Email Software InputExpatriate Group
EDGE Financial Planning Interpretation (minimum $400,000 assets)Selected Financial/Tax Planners
Financial Pursuit (Financial & Life-Style Planning Strategies/Work Book)G. Walters
You Can’t Take It With YouTrimark Inv. Mgmt.
The Millionaire Next DoorTrimark Inv. Mgmt.

Services

  • Financial Planning
  • Insurance
  • Retirement
  • Tax Advice
  • Wills and Estate
About Us

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.

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.

Recent News
  • Open for Business!
  • Protected: Test Post: Brazil and tax
  • Ways for Grandparents and Grandchildren to Bond (Vol 25 Iss 1)
  • U.S. income tax rules and their impact on Canadians moving to the United States
Contact Info

1820 33rd Ave SW Calgary, AB, T2T 1Y9

+1-403-232-8561

info@expat.ca

+1-403-294-1222

Copyright © 2020. All rights reserved
Design by Rising Themes