We have a Canadian team, offices across Europe and clients globally. Our team is ready to advise and support your needs wherever you are.
Our team in Canada are conveniently located. Arrange a call back or local meeting to discuss how we can support all your financial needs.
Financial advisers with a strong background in expatriate financial advice.
Depending on your requirements we can advise in Canada on:
- Private Client Investments;
- Pensions and Retirement Planning;
- SIPPS v QROPS;
- Expat Tax Planning;
- Expatriate Mortgages;
- Education Fees Planning;
- Health, Income and Illness Protection Arrangements;
- Corporate Services;
The Canadian adviser team
As a Canadian expat, there are a myriad of regulations, tax changes and investment processes to become familiar with. Here at Chase Buchanan, we take the guesswork out of managing your portfolio, delivering international expat advice to protect and optimise your assets.
With our global network of offices, we blend personal relationships with professional advice.
Our ethos is transparency, authenticity and expertise. Every client benefits from a comprehensive service, delivering tailored support across the spectrums of investment, taxation and wealth management
Get in touch with our local team today, and see how our financial advisory team can transform your portfolio. We give you the freedom to make the most of your expat lifestyle, with our team by your side every step of the way.
Private Wealth Managers - Canada
Hear From The Team
Why should expats in Canada seek financial advice?
Every asset portfolio is unique, and your requirements from your investments will vary over time. At every stage of life, and with every set of criteria, we provide strategic analysis and personal recommendations.
As a privately owned advisory firm we are able to identify the most beneficial products from a world of options. Each product we recommend is carefully selected by one of our professional team members, and chosen for you, to meet your criteria and to suit your circumstances.
We are proud to be home to an outstanding team of wealth management experts. Every one of our advisers brings respected professional accreditations and experience to the table.
Working together with our tax advisory specialists we combine the best in the world of financial expertise.
Whether you need a specific set of advice, require a solution to optimise your income streams, or are looking for support in planning to meet your future financial needs, we are here to help.
Transparency is at the heart of what we do, and we never recommend a product without fully vetting it ourselves. Decisions are yours to make, and when we make a recommendation, we do so backed with a full proposal laying out all the fees, costs and risks associated with doing so.
No work is ever carried out without your prior approval of the related fees to ensure you have full control of your wealth at every turn.
We have offices around Europe, clients globally and a team that can support your needs wherever you are.
TD Canada Trust Tower
27th Floor, 161 Bay Street
T: +1 647 849 3184