The stability provided by the Canadian banking and investing regime has led many investors to view Canada has a safe haven destination for their globally diversified portfolios. WFM has advised high net worth clients in over 30 countries around the globe. Our clients come from all walks of life. We have worked for business leaders, engineers, doctors, geologists, educators, retirees, and more. Their financial needs are diverse and John has successfully assisted them in negotiating the global complexity of: asset protection; asset placement; cross-border tax mitigation; estate planning and, global settlement. If you are a Canadian considering a departure from Canada; currently an expatriate; or a non-resident considering immigration to Canada, then feel free to contact WFM regarding customized tax and wealth planning for you and your family.
If you are a Canadian considering a departure from Canada or currently an expatriate, your financial requirements are wide ranging. The Canadian tax system is based upon residency and not citizenship. John has over 20 years of experience providing financial advice to Canadian non-residents based upon their country of residency. Explore the following to see how Wright Financial can assist you further:
Asset Protection:
John has assisted our high net worth clients explore key areas of global asset protection including appropriate use of corporations, foundations and trusts. These may form part of a global asset protection or estate planning strategy.
Residency Management for Tax Purposes:
The Canadian tax system is based upon residency and not citizenship. This allows for Canadians to mitigate tax by properly planning for their departure and repatriation to Canada. WFM acts as your CFO (chief financial officer) to navigate you through the confusing departure and repatriation processes. We continue to work with our global client base as they work, travel and live their retirement dream outside of Canada.