The Expatriate Group

Canadian Residency & Non-Residency Advice and Referrals
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Financial Resources

Here you will find a list of important links to information and resources that the Expatriate Group often refers to.

Tools and Calculators

Financial Planning

Cash Flow: Get a better idea of where your money goes by creating a personal cash flow statement.

Net Worth: Calculate what you own and what you owe – an important step in planning your financial future.

Your Investor Profile: Understanding yourself as an investor is important when creating an effective investment portfolio.

Education Planning

Start Education Planning Now: See how saving early can make a significant difference.

Tax Benefits of an RESP: Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.

Retirement Planning

Inflation & Retirement Income: Estimate how much more income you will need at retirement to maintain the standard of living that you have today.

Will the Money Last?: Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.

RRIF Payment: Calculate your RRIF payment and see how long the funds will last.

TFSA vs RRSP: Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP.

Investing & Taxes

Savings Growth: Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.

Cost of Waiting to Invest: See how much more you will have in your retirement fund if you start investing now.

Real Rate of Return: This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investment will be worth, in after tax dollars.

RRSP Tax Savings: Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.

TFSA vs Taxable Investment: Discover the tax-free growth advantage of investing in a TFSA instead of a taxable investment.

Income Tax: Estimate the taxes you owe based on your taxable income and the province you live in.

Assante Wealth Management

Well Advised Newsletter

Portfolio Construction

Retirement Planning

The Big Picture

Assante Webcasts

Assante Wealth Planning

Taxation

Tax Summaries – PWC

Canadian non-resident withholding tax – RBC Wealth

Non-Residents & Income Tax 2019 – Canada Revenue Agency

Taxation of international Executives – KPMG

Foreign Tax Credits For Canadians – Madan CA

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
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  • 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

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