NEW to Canada Consultation

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Moving to another country is a big decision and never easy.  Fortunately, we are here to help.  At Pegasi Private Wealth, we specialize in offering consulting services for individuals and families coming to our beautiful country.  Our Welcome To Canada consultation program is designed to help new immigrants and returning citizens bring assets into Canada and build a financial footprint, all of which in the context of meeting tax filing requirements and tax minimization.

Canada's tax system is based on residency and not citizenship.  As a tax resident, you are liable for taxes on worldwide income.  Defining your tax status may not be as straightforward as you think, and it could have a significant financial impact on your assets if not properly defined.  Moreover, different types of assets you bring into Canada may have different tax implications, adding complexity to the already complicated situation.  It could be very costly if your assets are not dealt with properly.  Many people underestimated the financial (and psychological) impact of not having a proper plan for bringing assets into Canada.  Our program ensures you and your family can settle in comfortably.

Our program allows our clients to receive proper tax consultation and assistance in the transfer of assets to from abroad, and build a financial footprint in Canada.  It includes the following activities:

• Tax Consultation
• Transferring Assets To Canada
• Retaining Assets in Home Country
• Apply For Government Benefits, Credits, and Grants
• Opening A Bank Account
• Opening An Integrated Investment Account
• Buying A Primary Residence
• Applying For A Mortgage
• Filing First Tax Return

The consultation fee is determined on a case-by-case basis and based on the complexity of the case.  Please contact us for more details.