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EXPAT FINANCIAL ADVICE AND INFO

Discussion forum for expats moving to or living in Canada.
Subforums: Property for Sale/Rent

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EXPAT FINANCIAL ADVICE AND INFO

Post Posted: Thu Jun 10, 2010 4:28 am

Chosen for their professionalism, integrity and specialist knowledge of the expat market, members of our trusted network of independent financial advisers are here to help. Please click on any adviser's photo for further information on services provided.




Simon Hilton
Foreign Exchange Partner

Simon is a senior foreign exchange currency broker specializing in serving the needs of the expatriate community. Solutions offered include a best exchange rate guarantee for currency transfers, same day payments, a free rate watch service and forward contracts aimed at managing clients' exposure to exchange rate fluctuations.




Tom Zachystal
UK Pensions Transfer (QROPS) Partner

Tom is a Registered Investment Advisor specializing in investment management and financial planning for expatriates. Potential benefits of transferring to a Qualifying Recognised Overseas Pension Scheme include the immediate withdrawal of transferred funds to the extent permitted by HMRC and local pension regulations.




Oliver Heslop
UK Tax Partner

Oliver is a highly experienced UK tax advisor specializing in helping UK expat high-earners (e.g. senior executives, project managers etc. working abroad but required to pay UK tax), foreign nationals paying tax in the UK and non-domiciles wishing to invest or bring money into the UK.




Marian Wellman
US Tax Partner

Marian has been an Enrolled Agent (Certified to Practice Before the IRS) since 1985 and is a member of the Tax Advisory Board and a Country Representative for American Citizens Abroad. She specializes in income tax services for US expatriates living in other countries and foreigners living in the US.




Tom Zachystal
US Investment Partner

Tom is a Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Planner™ professional specializing in portfolio management and financial planning services for expatriates. He has over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.




Sharon Hill
French Mortgage Partner

Sharon has vast experience in the French property market and is committed to finding the most suitable mortgage for clients' circumstances from a panel of over 20 leading French mortgage lenders made up of reputable French banks with an established presence throughout France.

 

Carole
Forum Legend
Forum Legend
 
 





Expat Health Insurance Partners


Aetna International

Our award-winning expatriate business provides health benefits to more than 650,000 members worldwide. In addition, we have helped develop world-class health systems for governments, corporations and providers around the world. We want to be the global leader in delivering world-class health solutions, making quality health care more accessible and empowering people to live healthier lives.

Bupa Global

At Bupa we have been helping individuals and families live longer, healthier, happier lives for over 60 years. We are trusted by expats in 190 different countries and have links with healthcare organisations throughout the world. So whether you're moving abroad for a change of career or a change of scene, with our international private health insurance you will always be in safe hands.

Cigna International

Cigna has worked in international health insurance for more than 30 years. Today, Cigna has over 71 million customer relationships around the world. Looking after them is an international workforce of 31,000 people, plus a network of over 1 million hospitals, physicians, clinics and health and wellness specialists worldwide, meaning you have easy access to treatment.