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.

Our process will begin with an initial assessment conducted at your convenience on the telephone and/or through email. We will take you through a comprehensive questionnaire designed to: gather information about your move, answer any questions you may have about our services, assess known areas of needs (such as finding a home), and identify needs you may have not considered.

Most immigrants are 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.

David Perkins can help identify other financial planning issues that don't require a million dollar nest egg but can still save you thousands of dollars in tax. Certain tax planning must be done before you move; it's too late once you arrive. financial planning services

Graham Connor's expertise in pre-qualifying immigrants for mortgages can save you both time and money. Many financial institutions are very strict about lending to immigrants with little or no work history in Canada, but Graham's knowledge of lending policies will help you choose a lender that's right for you. Whether you're a newcomer from another province or country, we will also find the best interest rate on your behalf and guide you through the wide range of mortgage options available in Canada. mortgage services

Buying a home is one of the largest investments that people make, and we understand how difficult it can be to find the right home when you're unfamiliar with the region. Our process will help you identify which area is the best fit for you and your family, and then connect you with a realtor who specializes in that area. real estate services

We offer a post-move planning and tax meeting as an introduction to the taxation system in Canada. More importantly, we will review how to avoid paying too much tax and how to structure your finances to reduce your taxes.