Milestone Future PlanningMilestone Future Planning

Our Services

Retiring abroad is a big decision. You're juggling visa requirements, tax implications, healthcare access, and probably worrying about whether you're making the right call. That's where we step in. We handle the messy stuff—the financial planning, the regulatory puzzles, the logistics nobody warns you about. So you can actually enjoy this next chapter without losing sleep.

Each service is delivered by experienced professionals, with a clear plan and a satisfaction focus.

✓ Ideal for From $1,200

Service 2

We map out your visa options based on your specific situation. Got a pension from Canada? Own property abroad? Different countries care about different things. We'll figure out which residency programs actually work for you—and what paperwork comes with them.

  • Visa requirement analysis for 40+ countries
  • Golden visa & residency program guidance
  • Document preparation support
  • Renewal timeline management
From $1,200
✓ Our Services From $1,800

Service 1

Tax gets weird when you're an expat. You might owe taxes in two countries. Your retirement income is treated differently. Canadian pensions have their own quirks. We'll build a strategy that keeps more money in your pocket—legally.

  • Dual-country tax assessment
  • Foreign earned income planning
  • Tax treaty analysis
  • Annual filing coordination
From $1,800
✓ Ideal for From $950

Service 3

Healthcare systems vary wildly. Some countries have excellent public care. Others require private insurance. You might need coverage that bridges Canada and your new home. We help you understand what's available and what actually makes sense for your situation.

  • International health insurance comparison
  • Medicare and expat coverage coordination
  • Country-specific healthcare system overview
  • Emergency evacuation coverage review
From $950
Service 2
✓ Ideal for From $750

Service 2

Moving money across borders isn't as simple as it sounds. Exchange rates fluctuate. Banks have different rules. Some countries restrict how much you can transfer. We help you set up systems that work—without getting stuck paying unnecessary fees.

  • International bank account setup
  • Currency hedging strategies
  • Remittance optimization
  • Investment account compliance review
From $750
✓ Learn More From $2,100

Service 1

Your will matters even more when you have assets in multiple countries. Property abroad has different rules. Inheritance laws change. We make sure your estate plan actually works the way you want it to—no surprises for your family later.

  • Multi-country will preparation
  • Property ownership structure guidance
  • Beneficiary designation review
  • Asset protection strategy
From $2,100
✓ Ideal for From $1,600

Service 3

How much can you actually spend? Will your pensions cover your costs? What about inflation in your new country? We build a realistic picture of your retirement income—what's coming in, what goes out, what you can afford.

  • CPP and pension optimization
  • Withdrawal strategy development
  • Cost-of-living analysis by country
  • Longevity risk assessment
From $1,600

Need a Custom Solution?

Contact us to discuss your specific requirements and get a personalized quote.

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