Company Overview

The Expatriate Group has become Canada's leading firm offering a One-Stop service for Canadians working, retiring or investing overseas.

International employment can be extremely rewarding for those who are properly prepared. Direct benefits include tax-free earnings, travel, exposure to new cultures, and global business experience. We help make smart choices about money. Pre-planning is critical to reduce stress & costs.

The Expatriate Group benefits personnel working, rotating, retiring and investing overseas. Initially serving petroleum and engineering industry employees working overseas, over 800 Canadians in 55 countries now include computer, medical and teaching professions. Our comprehensive service at one location can address and implement all expatriate tax & financial planning needs prior to departure, during the off-shore contract and following return to retirement. Individuals servicing clients possess a practical overseas working experience. 'Clients appreciate our long term commitment to service and retirement planning.'

TAX benefits accrue if international employment duration is greater than two years. The tax-free status granted a non-resident does not come automatically. If you wish to minimize your taxes, most ties to Canada either must be severed or rearranged to suit Revenue Canada's current criteria. The key decision becomes whether you have the time, and/or the knowledge required to successfully become a non-resident of Canada. We can answer your questions by telephone, fax or mail. In Canada we advise client tax reduction.

Effective October 1, 1996 Revenue Canada's non-residency qualification forms may become mandatory. Individuals completing forms by themselves often have been rejected for non-resident status. We advise additional documentation to support non-residency. Revenue Canada's newly centralized international division, successfully is pursuing back taxes from individuals who assumed they had non-resident tax status or overseas employment tax credit status. Don't assume tax-free earnings without professional counsel.

Accumulate wealth at reduced risk. Our continuing professional money management through long term retirement planning, goal setting and risk analysis help clients achieve lifetime financial goals. Expatriate referrals often comment: 'I knew there was a better idea in attaining financial freedom overseas and in Canada but did not know what to do!' and 'I wished I had known of your services earlier!'

Many problems are reviewed and corrected for Canadian expatriates before and during overseas assignments. Culture shock for the spouse and family is addressed. Considering that the stress factor of moving overseas is as high as getting married or divorced, we offer both husband and wife peace of mind before moving. We help our individual or corporate clients adapt successfully to a foreign environment.

Before implementation of our Expatriate service, many employees found themselves scrambling before leaving Canada. The unfortunate result was that very often several issues were not addressed. This caused the employee a high level of stress and financial burden in attempting to resolve his status. The main comments from expatriates are: 'If I had to do it over, I would have done it differently!'

We strive to provide an ethical, confidential, long term and personal service on an international basis. We have the people, the practical overseas expertise and the resources to address individual or corporate needs.

Company Information

Additional Details

Legal Name: The Expatriate Group Inc.

Number of Employees: 8

Contacts

Services

• Management Consultant - Financial Management
• Management Consultant - Other (specify)
• Tax & Financial Planning

NAICS Categories

• 561320 Temporary Help Services

Additional Information