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.
Additional services following the initial discussion.
Once your introduction has been made, the selected partner will contact you to arrange an initial discussion and may ask additional questions to establish your situation. The discussion will last around 15 minutes and be conducted via phone or email and will provide you with general guidance and answer basic questions relating to your situation.
Following your initial discussion, if you feel you need formal advice or services the specialist will explain all potential charges and services so that you can decide whether to proceed based on what works for you.
There is no sales push and you are under no obligation to follow up with any paid services if you feel they are not required.
