Financial advisors for Canadian expats
As a Canadian living abroad, your financial matters can be more complex and stressful especially given the current global economic uncertainty. It's therefore vital to seek specialist advice to help you plan for your financial future, with independent financial advice tailored specifically to you.
Simply complete the forms to give us a better understanding of your circumstances and the help you may need and we’ll use this information to connect you to the best fee-based financial advisor in our network who specialises in assisting Canadian expats.
Fee-based financial advice
Our independent experts are qualified to assist with the nuances of the financial situation for British expats living abroad and will be able to provide you with trusted independent advice.
Whatever your requirements, our experts will be able to help.
Claim your free consultation
Our hand selected independent financial advisor will offer an initial free consultation lasting up to 30 minutes to provide trustworthy answers to your general questions.
If you need further assistance, a more detailed discussion will take place incorporating a fact-find and risk assessments.
Tailored advice you can trust
All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.
No automation, no robots, no algorithms. Just tailored advice you can trust.
What's included in your free introduction.
Once your introduction has been made, you will be invited to arrange a short discovery call to discuss your situations and answer some general questions. The call will last no more than 15 minutes and will be conducted via Zoom, Teams, WhatsApp or email - whichever is more convenient.
Please be aware that this discovery call will not provide you with free advice, but it will enable you to understand the services on offer and establish whether you would like to work with our partner in a formal capacity. It will also enable you to have some general questions answered, but nothing specific about your particular situation.
Following your discovery call, our partner will provide you with a proposal and fee quotation so that you can decide whether to proceed with formal services.
There is no sales push and you are under no obligation to proceed with any services.
