You’re moving from Canada to another country — perhaps for an employment opportunity or maybe you’re just tired of Canada’s winters and want to live or retire somewhere with a warmer climate.
The lure to leave Canada may be quite strong, but there are several planning considerations that should be undertaken before making the move. Our 4-step wealth management process will do a deep dive into your current wealth structure and help identify potential areas of vulnerability, and how to address them.
Whether moving to the US or abroad, our team of internal and external experts has the experience to help you plan your strategy, with the goal of goal is to simplifying the complexity of our clients’ lives.
Please contact us for articles or information on this topic, and for planning strategies for your particular situation.
