The Service
1
Migration Timeline Planning
Receive clear guidance on the steps required to establish or sever ties when migrating to or from Canada, supported by detailed checklists to ensure all tasks related to your move are completed. You gain short-term risk coverage to protect you through this transition, along with tailored support to navigate any changes to your employment timeline as you relocate.
2
Identity and Culture Shock
Coaching around the individual psychology of a cross-border move, as well as support for any spouse and family moving with you. Information on spousal visas, schooling for children, the importance of Canadian based professional lawyers and executors, Canadian contacts, wills, and US person identity checklist.
3
Issue Spotting and Digital Footprint
Conducting a scope of your internationally held assets (Canadian if expatriating and international if repatriating), coaching on the importance of, identifying asset ownership, international trusts, and international clearing houses. Gathering a high-level footprint of assets to assist with identifying residency determination for the purposes of issue spotting and providing resources.
4
Resources and Recommendations
Understanding movement and reporting of holdings, such as tax implications, pension considerations, credit application, deemed acquisition and disposition, and disposition/acquisition of both Canadian domiciled and globally domiciled assets. Recommendations on what professionals may be required for your relocation, (international accountants, mortgage brokers, and currency exchange brokers).