Smart Move Financial Planning
Open until 6:00 pm
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Advice-Only Financial Planning & Retirement Planning for Canadian Expats and Snowbirds Our mission is to help our clients achieve clarity and financial confidence while minimizing taxes, penalties, and fees. We support Canadians in relocating or retiring overseas

Features

  • Financial planning consultation,
  • Goal-based financial planning,
  • Personal financial assessment,
  • Retirement planning,
  • Expat financial planning,
  • Financial planning consultation,
    • Comprehensive financial planning,
    • Expat financial advice,
    • Financial services,
  • more...
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Products and Services

  • estate planning,
  • expat financial planning,
  • financial planning,
  • early retirement,
  • expat financial advice,
  • retirement planning,
    • rrsp advice,
    • retirement income planning,
    • tax planning,
    • personalized financial plan,
    • tfsa advice,
    • investment planning,
  • more...
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Brands Carried

  • Expat financial planning,
  • financial planning consultant,
  • Canadians retire overseas,
  • Canadian expatriates,
  • Canadian-source income,
  • withholding tax,
    • Advice For Canadian Expats,
    • Financial planning,
    • fee-only financial planner,
    • Retire abroad,
    • NR73 form,
    • comprehensive financial planning,
    • Canadians retire abroad,
    • leave Canada,
    • Smart Move Financial Planning,
    • relocate from Canada,
    • deemed disposition,
    • Financial planning for Canadian expats,
    • Cross-Border Financial Planning,
    • tax treaties,
    • non resident status,
    • retirement income planning,
    • Substantial Presence Test,
    • tax implications for Canadian expats,
    • Objective Financial advice,
    • Canadian snowbirds,
    • residential ties with Canada,
    • departure tax,
    • residency status,
    • Expat financial advisor,
    • Canadians moving overseas,
    • tax planning,
    • Retirement planning,
    • CPP and OAS,
    • Canadian expats financial advice,
    • goal based financial planning,
    • minimize taxes,
    • non-resident of Canada,
    • Advice-Only Financial Planning,
    • estate planning,
  • more...
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Languages Spoken

  • English,
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
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