WELCOME to canada
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 financial footprint, all of which in the context of meeting tax filing requirements and tax minimization.
"IT COULD BE VERY COSTLY IF YOUR ASSETS ARE NOT DEALT WITH PROPERLY.  MANY PEOPLE UNDERESTIMATED THE FINANCIAL (AND PSYCOLOGICAL) IMPACT OF NOT HAVING A PROPER PLAN FOR BRINGING ASSETS INTO CANADA."
Canada 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 straight forward 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.​​​​​​​

Scope of consultation
Our program allows our clients to receive proper tax consultation and assistance in transfer of assets to from abroad, and build 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.  The complexity is based on three tiers, which it serves as a guideline for how the fee is charged.  For more information, please contact us for a free program guide.
initial consultation
To help you get started, we offer a 30 minutes initial consultation free of charge.  The purpose of the initial consultation is for you to get an understanding of the program and how to prepare for moving to Canada.  Contact us today to set up your first consultation.
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Thank you for your interest in Pegasi Private Wealth. We will get back to you as soon as we can. Have a great day!
Phone: (289) 648-6718
Office Address: 445 Apple Creek Blvd., Suite 122, Markham, ON L3R 9X7
(By Appointment Only)