Over 90% of our clients are referred to us by immigration lawyers and consultants. We provide the relocation professionals clients need both before and after they arrive in BC.

The initial assessment is designed to gather information about your relocation and answer any questions you may have about our services. We take you through a questionnaire to identify which services you will require.

Immigrants may be aware of the potential tax savings of an "immigrant trust", which can avoid taxes on investments for up to 5 years. However these types of trusts only make financial sense if you have the ability to put away a million dollars for a period of 5 years. This is out of the range of most new immigrants coming into Canada.

There are other financial planning issues that don't require a million dollar nest egg but can still save you thousands of dollars in tax. The mistake that many immigrants make is that they move to Canada first and then start their planning. Certain tax planning must be done before the move. financial planning services

We will assess your potential purchasing power and discuss your options for affordability. Whether you intend to be a permanent or temporary BC resident, we will provide real estate finance at the best rates available. We can pre-qualify clients before they move and even secure rates for up to 180 days for before arrival. Mortgages are available with as little as 5% down payment. mortgage services

We know that buying a home is one of the largest investments that people make. We work with realtors specializing in different areas of the Greater Vancouver area and throughout BC. We help to identify the area that you would like to move to and then provide you with a realtor that specializes in that area. We work with you throughout the relocation process. real estate services

The post-move planning and tax meeting is an introduction to the taxation system in Canada. More importantly we talk about how to avoid paying too much tax. Structuring your finances in the most efficient manner will reduce taxes. Members in our group can also help with decisions regarding offshore pensions/savings transfers.