Who We Help

Our advisory services are designed for advice seeking individuals navigating cross-border financial decisions and seeking a structured, disciplined approach to preserving wealth.

CANADIANS RELOCATING ABROAD

Overview

Relocating from Canada or elsewhere, introduces complex tax, financial, and structural considerations. Without proper planning, unintended exposure can persist even after departure.

Common Situations

You may fall into this category if you:

Are planning to establish residency outside Canada.

Own investment portfolios or real estate in Canada.

Are concerned about departure tax and ongoing obligations to CRA.

Want to reposition your wealth for international living and avoid CRA reach.

Key Considerations

Determining and documenting non-resident status.

Managing departure tax implications properly.

Structuring investments post-departure.

Aligning residency with estate planning across jurisdictions.

How We Help

We provide guidance on:

Pre- and post-departure financial structuring.

Investment and real estate repositioning aligned with your new jurisdiction.

Coordinating planning across tax, legal, and financial elements.

EXPATS LIVING IN PANAMA

Overview

For those already residing in Panama, the focus shifts from transition to optimization and long-term structuring.

TransOcean’s services are specifically designed for individuals in Panama seeking proven, fee-based investment solutions and coordinated planning.

Common Situations

You may fall into this category if you:

Are already living in Panama full- or part-time.

Have capital that requires structured investment management.

Are evaluating real estate or housing decisions.

Want a disciplined approach to long-term wealth preservation.

Key Considerations

Aligning investments with residency and tax positioning.

Accessing structured portfolio solutions.

Managing currency exposure and income flows.

Integrating lifestyle decisions with financial strategy.

How We Help