Contact Us

Monday – Friday 9AM to 5PM ET
Follow us on
!
!
!

Mailing address

360 rue Saint Jacques, Suite G101,

Montréal (Québec), Canada

H2Y 1P5

Phone number

(Toll-free)

1(888)547-6777

Frequently Asked Questions

Can I see a sample plan?

We highly prioritize the privacy of our clients, therefore, we are unable to disclose one client’s plan to another individual. Moreover, each plan is meticulously tailored to the specific circumstances of our clients, making it unsuitable as a representative example of the work we would undertake for you.

However, in exceptional cases, we can offer a reference from an existing client should you require additional assurance prior to proceeding with a cross-border financial plan.

How much do your services cost?

Given the highly customized nature of our services, our fees are contingent upon the complexity of each client’s individual circumstances and their specific objectives. Following the initial consultation, if additional planning is necessary, we will accurately estimate the scope of the work and provide a detailed written professional service contract outlining the associated costs.

Typically, we operate on a fixed fee basis, ensuring transparency and clarity regarding the anticipated expenses when you choose to work with us.

When should I seek advice before making a move?

It’s advisable to begin planning as early as possible, particularly when contemplating a move to another country. The earlier you start, the more effectively you can leverage pre-exit strategies.

While planning becomes more challenging with a move looming in the next few weeks or months, we’re committed to informing you of your options and assisting you in the best possible way.

How long does the initial consultation last and what can I expect from it?

The initial consultation is scheduled for one hour, during which our primary goal is to address as many of your questions as possible. However, certain inquiries may necessitate further analysis, such as cash flow projections, and therefore cannot be fully resolved within the allotted time.

Nevertheless, please be assured that our focus during this session is solely on providing you with clarity and guidance, rather than a sales pitch. Recognizing that it can be challenging to retain all the information discussed, our paid consultations include a follow-up email summarizing the key topics covered for your reference.

Do you offer advice to clients relocating to countries beyond Canada and the US?

The intricacies of cross border financial planning are extensive, and we limit our focus on Canada and US. However, if you’re a Canadian resident planning to relocate to a country other than the US, we can still offer guidance regarding the Canadian domestic departure implications.

Please note that we won’t be able to advise on the tax situation of the destination country, and you may need to consult with a local advisor for further assistance.

Contact Us

We are eager to assist you in scheduling your consultation. Simply provide the requested information and let us guide you toward your financial goals.

Address

360 rue Saint Jacques, Suite G101
Montréal (Québec), Canada
H2Y 1P5

Email

Telephone ( Toll-free )

"*" indicates required fields

Hidden

Next Steps: Sync an Email Add-On

To get the most out of your form, we suggest that you sync this form with an email add-on. To learn more about your email add-on options, visit the following page (https://www.gravityforms.com/the-8-best-email-plugins-for-wordpress-in-2020/). Important: Delete this tip before you publish the form.

Schedule Your Meeting

Your Name
This field is for validation purposes and should be left unchanged.