Advisory Services

Specialized advice for high-stakes Canadian tax matters

We focus on three areas where the cost of getting things wrong — or waiting too long — is significant. Each service is designed for internationally connected individuals navigating complex Canadian tax obligations.

Service 01

Cross-Border Tax & Residency

The date your Canadian tax residency begins determines when your worldwide income enters the Canadian tax net — and how your foreign assets are valued on arrival. Getting it wrong triggers retroactive assessments that are difficult to reverse.

Canadian tax residency planning
Service 02

Foreign Asset Disclosure (T1135)

Canadian residents with foreign assets exceeding CAD $100,000 must file T1135 annually. Penalties start at $2,500 per year for late filing. CRA's ability to detect unreported assets through international data-sharing grows every year.

Foreign asset disclosure and T1135 reporting
Service 03

Non-Resident Property Tax

Without a T2062 clearance certificate, buyers must withhold 25% of the gross sale price — not just the gain. Advance planning under Section 116 can reduce that withholding significantly and prevent funds from being frozen at closing.

Non-resident property tax guidance

Not sure which area applies to your situation?

Many clients come to us with overlapping concerns — a recent move to Canada, foreign assets, and property here or abroad. A brief email is the simplest way to start.

Start a confidential conversation Typically replied within 1–2 business days.