Expatriates & Immigrants

We help Canadian Expatriates living abroad, foreign expatriates living in Canada and new immigrants to Canada increase their financial literacy rates and get their financial houses in order. 

We provide 3 categories of services:

Category 1: Canadians moving to or living in a foreign country
         
Pre-Departure Financial Counseling Service provides you and your family a comprehensive review of your Canadian based financial solutions and provides advisory services on what to do with them prior to your departure or while you are living abroad.

Cash Flow: 
Debt and credit obligations and management
Insurance Planning:
Life, Disability, Critical Illness and International Healthcare
Estate Plan:
Valid will, enduring power of attorney, representation agreements and trusts
Investment Planning:
RRSP's, TFSA's, Pensions and Non Registered Investment Accounts
Education Planning:
Registered Education Savings Plans, In-Trust Accounts and TFSA's.

Category 2: Foreign Professionals working in Canada

We hope you are enjoying your time in Canada and taking advantage of the career and personal development opportunities available to you, including the financial ones.

Our team of financial, legal and accounting professionals are here to serve you and answer any questions you may have about managing money, managing risks and reducing taxes in Canada.

Cash Flow: 
Debt and credit obligations and management
Insurance Planning:
Life, Disability, Critical Illness and International Healthcare
Estate Planning:
Valid will, enduring power of attorney, representation agreements and trusts
Tax Planning:
Preparing a Canadian tax return and addressing any double taxation issues
Investment Planning:
RRSP's, Pensions and Non Registered Investment Accounts

Category 3: Newly landed immigrants and permanent residents in Canada

Welcome to Canada. Our goal is to help you navigate the various financial management options available to you.

Our roots are in public and private education of students, new immigrants and foreign nationals. We have extensive experience teaching and coaching new immigrants on how to save and invest responsibly, understand government programs, reduce debt and make informed decisions about their employer's benefit plans and pension programs. 

We invite you to get to know us and experience how we can help you secure a bright future in Canada for you and the generations after you.

Cash Flow: 
Debt and credit obligations and management
Insurance Planning:
Life, Disability, Critical Illness and Healthcare Insurance
Estate Planning:
Valid will, enduring power of attorney, representation agreements and trusts
Tax Planning:
Preparing a Canadian tax return and addressing any double taxation issues
Investment Plan:
RRSP's, Pensions and Non Registered Investment Accounts


Getting Started:
Contact Bobby J. Ning or Alphil Guilaran to book a private and confidential consultation.

Bobby J. Ning, Managing Director
604.620.6630
[email protected]

Alphil Guilaran, Executive Director
604.620.6630
[email protected]

Accounting & Legal Specialists:

Contact us for a confidential list of trusted tax and legal professionals.