The tax, financial, and practical issues involved in moving to Canada depend on where you are coming from, the assets you hold, your family, your province, and the type of medical position you are accepting.
Pensions, investments, companies, property, tax residency, reporting, and departure rules vary by country. The Canadian plan should begin with a clear understanding of what you already own and where it is located.
Planning for UK pensions, ISAs, investments, property, companies, tax residency, and the financial transition to Canada.
The treatment of UK pensions, investment funds, property, and companies can depend heavily on ownership and timing. Review these items before Canadian residency begins whenever possible.
Coordinating Canadian tax residency with continuing US filing obligations, state issues, retirement accounts, investments, and business interests.
US citizens and certain other US persons may continue to have US tax and reporting obligations after becoming Canadian residents. Canadian and US advice should be coordinated.
A country-specific planning process for physicians relocating from outside the UK or United States.
Accounts that appear similar can receive very different tax treatment depending on the country, legal structure, ownership, and applicable treaty.
Support for physicians who have already arrived, are completing residency, are changing provinces, or want to improve an existing corporate and financial structure.
Many physicians establish banking, corporations, investments, or insurance quickly when they arrive. These arrangements can be reviewed and improved as your career and family needs develop.
A move succeeds when the physician and the family can establish a stable, comfortable life in Canada.
A physician may be ready to begin work before the rest of the family feels settled. Family needs should be included in the timeline from the beginning.
Working alongside physician recruiters and employers to help candidates complete the financial, practical, and family transition that follows accepting a position.
The practical and financial transition after accepting a position can influence physician satisfaction, family settlement, and long-term retention.
The technical issues may change by country, but every physician and family benefits from clear timing, coordinated professional advice, practical arrival support, and a long-term Canadian financial plan.
Review residency, assets, pensions, property, companies, and essential setup.
Coordinate documents, banking, housing, vehicles, healthcare, and family needs.
Continue with accounting, tax, insurance, investments, retirement, and estate planning.
We will help identify the country-specific, provincial, financial, and family issues that should be addressed first.
