Build the life you want, with the right Blueprint
Gain peace of mind with unbiased, fee-only financial planning. Each Blueprint is tailored to meet your unique tax, retirement, estate, business and cross-border needs.
- Canadians helped move abroad
- 700+
- Countries clients have moved to
- 30+
- Financial plans delivered
- 1,500+
Take charge of your finances
Are you unsure if you're saving enough, or how much you can safely spend?
Rising costs, a tax system that keeps changing, and a growing urge to build a life somewhere else can make the big decisions feel impossible. Whether you're planning retirement, selling a business, or seriously thinking about leaving Canada, the hard part is knowing what to do first and what it will cost you to get it wrong.
We connect you with credentialed professionals who turn that uncertainty into a clear, personalized plan. Fee-only and unbiased, they help you save, spend and move with confidence, whether that's into retirement or into a new country.
- Rest easy without the fear of running out of money in retirement.
- Stop overpaying on taxes and keep more of what you earn.
- Maximize the value of your business, whether you're growing or selling.
- Exit Canada the right way; stay tax compliant and protect your wealth.
Our services
Expert planning for every stage of life
One front door to fee-only planners, CPAs, portfolio managers and tax lawyers. We connect you with the right specialist and coordinate the whole plan.
Exit Canada Planning
Planning to move abroad? We connect you with the planners, accountants and lawyers who handle departure tax, exit-year filings and pre-departure restructuring, so you leave Canada the right way.
- Departure tax (T1243, T1161)
- Residency memos
- Non-resident filings
- Corporate restructuring
Financial Planning
A personalized plan built around your goals, from retirement to estate planning. We connect you with fee-only CFP planners for smart decisions.
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Legal, Corporate & Estate
Holding companies, reorganizations, estate freezes, wills and trusts. We connect you with tax lawyers who build the legal side into your plan from day one.
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Investment Management
Licensed portfolio managers offering low-cost strategies aligned with your goals, with no commissions or sales pitches.
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Tax Compliance & Filings
T1, T2 and T3 returns, non-resident and departure filings, and catch-up work on late returns, handled by the CPAs we connect you with.
Learn moreWhy choose Blueprint
Smart planning, backed by real credentials
Whether you're planning retirement at home or a new life abroad, this is the team we connect you with.
Fee-only and unbiased
No commissions, no product sales, no access to your accounts. You pay for advice, and that is all the planners are paid for.
Real credentials, verifiable
The planners we connect you with hold CFP and CPA designations and the investment partners are licensed portfolio managers. Check any of them in the CFA, FP Canada or CPA directories.
Built for leaving Canada
Departure tax, residency, non-resident filings and what to do with every account: the team has done it for 700+ Canadians in 30+ countries, and most of them have made the move themselves.
- Tax strategies
- Retirement stress tests
- CPP and OAS optimization
- Estate planning
- Business transitions
- Exit Canada planning
CREDENTIALS ACROSS THE TEAM
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How it works
Three steps to your Blueprint
From a first conversation to a plan you can follow, whether you're retiring in Canada or leaving it, with six months of support after delivery.
Start with a free call
Prepared by your planner
1 to 2 hour walkthrough, PDF, recording, 6 months of support
Talk about your goals
A simple discovery call about what you want, whether that's retiring early, growing your business, leaving a legacy, or leaving Canada. We match you with the right planner.
Create your Financial Blueprint
Your planner digs into your finances, savings, investments and goals (and, if you're moving abroad, your departure tax and residency), then builds a customized plan over 2 to 4 weeks.
Your Blueprint, delivered
A 1 to 2 hour Zoom walkthrough, a detailed PDF covering tax, investments, cash flow and retirement, a recording, and six months of follow-up support.
Client stories
Real people. Real plans.
"We were both super busy with our careers and having a newborn, so we had put off planning for retirement. Simon and Chris spent a lot of time with us to understand our situation and gave us a plan that was really easy to follow. Now we know exactly what we have to do and it's a big relief to finally feel on track."
"When I decided to move to Portugal, I had no idea how to handle the tax side or what to do with my business. Chris, Obed, and the team answered all my questions about departure tax and the sale of my assets, and it saved me so much time and money."
"[Third testimonial quote: ideally a retiree or someone who has already left Canada.]"
Blueprint Abroad · First module free
Not ready for a planner yet? Take the first module of Blueprint Abroad, free
Our self-paced course for Canadians planning a move abroad: departure tax, residency, what to do with your accounts, and where to go. Start the first module today at no cost.
FAQ
Questions, answered
Still unsure? Email info@blueprintfinancial.ca or book a free discovery call.
How can I trust you?
Can I speak with clients who have worked with you before?
Where are you located?
Do you work with Canadians already living abroad?
Ready to write your own success story?
Let's start building your financial future with the right Blueprint. The first call is free.
