CANADA IMMIGRATION TAX SOLUTIONS

for

WEALTHY FAMILIES & THEIR COMPANIES

REVENUE CANADA WELCOMES YOU!

Revenue Canada is your new financial partner as soon as you immigrate to Canada.

FACT

Taxation in Canada is based on residence, not citizenship.

Most wealthy immigrants are uninformed as to the tax consequences and tax opportunities awaiting them before and after their move to Canada. They need guidance which will help them avoid excessive taxation while reducing taxes and increasing personal wealth.

Companies and Wealthy Families moving to Canada have unique needs which must be addressed by skilled and experienced world-class tax professionals having advanced tax knowledge which is not available to most immigrants and which is well beyond simple compliance.

Please review the information provided below and contact me for introductions to the right tax planning professionals who can help you, your family, your assets and company immigrate successfully.

With offices in most countries around the world, the tax planning professionals to whom I will introduce you will help you minimize your taxes and maximize your wealth before you leave your country of origin and after you settle down in Canada.

STEPS TO
TAX-ADVANTAGED IMMIGRATION
TO CANADA

FAMILY IMMIGRATION

I can help you select the right immigration attorneys who understand your needs, can provide proper immigration strategies and ensure a successful immigration process.

ASSET IMMIGRATION

I can help you select of the right immigration tax planners who will analyze your asset allocation requirements and guide you as to where and how to place them securely.

PRE-IMMIGRATION TAX PLANNING

You will require proper selection of the right tax planning professionals who know the departure tax laws of your country of origin so as to minimize your exit tax bill and ensure a smooth transition into Canada. 

You will also need to learn about tax-saving opportunities and tax incentives provided by the Government of Canada to wealthy immigrants.  For example: Offshore Immigration Trusts enable you to enjoy tax-free income and tax-free capital gains for a period of 5 years.

Before you arrive, you will need to know about regulations and tax rates in Canada to which you must comply.

TRANSITION TAX PLANNING

Transition of your wealth into Canada and setting up your company in Canada requires expert strategizing and advice. Strict compliance with Canada’s tax laws is essential or the consequences can be very costly. You will also want to learn about tax-saving and tax exemption opportunities provided by Revenue Canada which are available to you as a wealthy immigrant.

POST-IMMIGRATION TAX PLANNING

You will need to learn about the tax consequences and opportunities available to businesspeople, investors and real estate owners. Once you are established, you will understand that every business and investment decision you make in Canada must be viewed from the tax perspective. Proactive tax planning is essential because Canada Revenue Agency is your business partner from the tax perspective. Understanding the immediate and long term impact of tax on business decisions is vital to your business.

SETTING UP FOR BUSINESS

Creating the right corporate structures is a necessary procedure for companies and wealthy families having multinational interests. Doing business in Canada and abroad requires tax-advantaged structures which will enable you to lower costs and increase profitability.

You will need Audit, Accounting, Tax Preparation and Compliance services which are effective not only in Canada but around the world. If you use Canada as a base to operate in a number of countries, you will need advice on how to manage your tax obligations in different tax jurisdictions around the world.

BUSINESS GROWTH PLANNING

In order for your company or companies to grow and prosper, you will require specialized industry knowledge and guidance provided by an advisory service which can help you gain a competitive edge. You will need to learn about ways to increase your company’s productivity and build value in your enterprise. You must become aware of profitable business opportunities which you can seize in order for your business to succeed.

REAL ESTATE OWNERSHIP IN CANADA & ABROAD

If you own real estate in your country of origin you  will need to understand your Canadian tax liabilities as related to real estate ownership worldwide. You will also need to develop a proactive approach to protecting your real estate investments from excessive taxation both in Canada and abroad.

BUSINESS TAXATION PLANNING

Canada’s tax laws are complex, multi-layered and continuously changing. You will need qualified professional tax advice to deal with these matters. Business owners in Canada need to keep on top of trends and key issues involving new rulings and legislation.

Whether yours is a private or public company, you will want to coordinate taxation of your different corporate entities in order to generate more income after taxes. Compensation strategies play a vital role. Management of income taxes payable by the company and shareholders will need to be analyzed and planned.

The tax impact of business decisions must always be taken into consideration. Reduction of federal and corporate income and capital gains tax burden will have to be addressed when you live, work and invest in Canada. Also, reduction of global tax costs for companies doing business abroad and in their countries of origin will have to be implemented by international corporate tax professionals.

DOING BUSINESS IN AMERICA

CROSS-BORDER TAX PLANNING: CANADA TO USA & USA TO CANADA

The United States of America is Canada’s largest business partner. Many Canadian companies depend upon the U.S. market in order to grow and prosper. There are many tax implications involved in doing business with the United States. They must all be addressed in order to comply with regulations on both sides of the border and to avoid overpaying taxes. The impact of tax treaties between Canada and the United States play an important role in a company’s bottom line. You will need expert tax advice.

RISK MANAGEMENT PLANNING

Liquidity, wealth and health risks need to be properly addressed in order to maintain the steady flow of business income and protect wealth. Advanced insurance and related vehicles offering particular advantages to high net worth families must be explored.

WEALTH RETENTION & PROTECTION PLANNING

Holding onto your wealth in Canada and abroad requires careful planning and execution. You will need experienced help with worldwide contacts and representation who can help you meet your wealth objectives for your financial protection and that of your family.

TAX-ADVANTAGED INVESTMENT PLANNING

Constituting a solid investment portfolio that provides income, growth, security and tax advantages requires guidance and connections to the right financial institutions. Trust is essential. Skilled money management may be an option to consider.

BUSINESS TRANSFER PLANNING

Mergers, acquisition, business and wealth transfer all require careful planning from the tax perspective as well as execution. You will need structures, people and tools which can help you minimize taxation and maximize your wealth in Canada and abroad.

RETIREMENT TAX PLANNING & REDUCTION

Tax-saving tools are available in Canada to help you maximize your retirement income while protecting your wealth. Investors can enjoy retirement income worldwide. Professional guidance is essential in order to meet your particular needs and those of your family.

ESTATE TAX PLANNING & REDUCTION

Proper estate planning from the tax perspective is a must in order to maximize wealth transfer to your immediate family and future generations as well as to your favourite  charitable organizations locally and abroad. Protecting your worldwide wealth from predators and transferring it to the parties of your choice in a tax-advantaged manner requires specialized knowledge, experience and strategizing.

FOR FREE
INFORMATION AND INTRODUCTIONS

PLEASE CONTACT

ROBIN BEHAR MBA

Senior Financial Advisor

Montreal, Quebec, Canada

PHONE

514-739-8157

PERSONAL EMAIL

robin.behar@gmail.com

DISCLAIMER