The Expatriate Group Inc.

The Expatriate Group Inc.

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 Details

Year Established: 1991

Total Sales ($CDN): $1 - $100,000

Number of Employees: 8

Company Information

Tom Boleantu
Title: President
Area of Responsibility: Management Executive
Telephone: (403) 232-8561
Fax: (403) 294-1222
Email: Click Here

Services

Management Consultant - Financial Management

Management Consultant - Other (specify)

Tax & Financial Planning