Comprehensive Canadian Tax Services for Investors

In the pursuit of optimal returns, investing abroad has become an increasingly common strategy. This global approach offers immense potential but also presents unique challenges, particularly when it comes to navigating complex tax planning and compliance requirements.

At MP, we specialize in providing expert guidance tailored to the intricacies of international investments. Discover how our team can help you optimize your returns while ensuring compliance with applicable regulations.

Already know what you need? Click below to estimate your compliance fees and take the next step toward strategic financial growth.

Canadians with International Investments

Investing internationally opens the door to new opportunities, but without proper planning, it can also bring unexpected tax challenges. Our team is here to help you navigate the complexities and design a tax strategy that aligns with your financial objectives.

How We Can Help:

  • Utilization of Investment Losses: Strategically plan to make the most of any investment losses.
  • Income Characteristics and Taxation: Understand the nature of your investment income and how it will be taxed both domestically and abroad.
  • Repatriation Planning: Develop a strategy to efficiently bring your income back home.
  • Tax Reporting Assistance: Ensure accurate and compliant tax reporting in both the foreign jurisdiction and Canada.

Ready to simplify your international tax planning?

Canadians with International Investments

Non-Residents Holding Canadian Real Estate

Non-Residents Holding Canadian Real Estate

Investing in Canadian real estate comes with unique tax considerations. Our team is here to guide you through the complexities and ensure compliance with Canadian tax regulations. Here’s how we can assist:

  • Canadian Withholding Tax Support: Assistance with payments and reporting for rental income.
  • HST/GST Reporting: Guidance and support for commercial rental properties.
  • Withholding Tax Reduction Requests: Help in requesting reductions based on net rental income.
  • Section 216 Tax Returns: Preparation of elective Canadian tax returns to report rental income.
  • Section 116 Clearance Certificates: Assistance in obtaining clearance certificates for the sale of Canadian real estate.

Ready to simplify your Canadian real estate tax obligations?

Non-Residents Investing in Canadian Companies

Investing in a Canadian company requires strategic planning, as the ideal structure can vary significantly depending on the company’s nature and the type of income it generates. Choosing the right structure is just the first step—there are numerous Canadian tax compliance requirements to address as well.

Our experienced team is here to guide you through every stage of the process, including:

  • Comprehensive tax planning to optimize your investment strategy.
  • Ensuring compliance with Canadian tax regulations.
  • Assisting with the eventual divestiture of your investments to maximize returns.

Ready to take the next step? Request a Consultation today to see how we can support your investment journey.

Non-Residents Investing in Canadian Companies

Canadians Investing in Foreign Companies

Canadians Investing in Foreign Companies

Acquiring a significant stake in a foreign corporation offers unique opportunities for Canadian investors. However, these investments also come with specialized laws and regulations governing “foreign affiliates.” Navigating these complexities requires expert guidance to ensure compliance and maximize benefits.

How We Can Help:

  • Annual Disclosures (Form T1134): Assistance with completing the required disclosures for foreign affiliates.
  • FAPI Calculations: Determining deemed income inclusions under the foreign accrual property income (FAPI) rules.
  • Surplus Balances Tracking: Monitoring surplus balances to determine how dividends from the affiliate will be taxed.
  • Repatriation Strategies: Developing a plan to efficiently repatriate profits from the foreign corporation.

Let our experienced team guide you through these intricate processes. Request a Consultation today to see how we can help you optimize your international investments.