Robert and Monica are citizens and residents of Canada who recently sold their family business. After planning to retire, the couple made the decision to become non-resident Canadians and live out their dream to relocate to the Mediterranean. This required the restructuring of assets and working on a plan for the adult next generation.
Robert and Monica's Goals
Outcomes (To Date)
Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.Email