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Client Engagement Proposal

Cross-Border Financial & Tax Plan – Canada to India Transition

Complete the form first. Submit appears right after the questions.

Purpose of This Proposal

We help Canadian residents transitioning to India navigate the complex tax, corporate, and investment landscape – legally minimizing your tax burden while ensuring full compliance in both countries.

We do not believe in one-size-fits-all planning. Your situation is unique. Before we give you a fixed fee, we need to understand:

The size and structure of your Canadian corporation.
Your personal asset base (RRSP, TFSA, real estate, non-registered investments).
Your family situation.
Your RNOR eligibility and timeline.

Section 1: Brief Information Gathering

Please complete this form. It takes 5–10 minutes. We will use this to give you an accurate, fair price.

Personal & Residency

Full name *

Email *

Phone *

Citizenship(s) *

Marital status

Planned departure date from Canada *

Will your spouse/partner move with you?

Approximate total net worth (CAD / INR) *

Canadian Company Information

Name of your Canadian corporation

Province of incorporation

Ownership %

Approx annual revenue and net profit (CAD)

How much cash / retained earnings is in the company today?

How do you take money out of the company?

What are your plans for the company after you leave?

Personal Assets & Income (Canada)

Your personal assets in Canada

Do you have any mortgages or loans?

India Connection & Goals

Are you an Indian citizen or PIO? *

Approximate days spent in India in the last 7 financial years *

What are your TOP 3 goals? *

This form submits directly to your Google Sheet after validation.

Section 2: Our Service Modules

Module A: Cross-Border Financial Planning (Core)

Departure tax analysis, corporate exit strategy, RNOR timeline & withdrawal calendar, RRSP/TFSA strategy, compliance roadmap, and a written action plan.

Include this module

Module B: India Tax Filing

ITR with Schedule FA, Form 67, Form 10EE. Full filing and representation.

Include this module

Module C: Canada Tax Filing (via our partner CPA)

T1 personal return, T1135, T1161, Section 217 election, NR5 application, and T2 corporate return if needed.

Include this module

Module D: Wealth Management (Ongoing)

Portfolio management across Indian equities, mutual funds, and US stocks with tax-coordinated rebalancing.

Include this module

Section 3: How We Price

We do not charge by the hour. We charge a fixed project fee for Modules A, B, and C – based on the complexity of your situation, which we assess from your questionnaire responses.

We want to make this affordable for professionals and business owners who are not yet ultra-high-net-worth.
We also want to be fair – complex corporate structures and large asset bases require more work, and we price accordingly.
We give you a firm quote upfront – so you know exactly what you are paying before you sign anything.

Wealth Management (Module D) is charged separately at a flat 1.0% per annum of assets under management, with no tiers or hidden fees.

Section 4: What Happens Next

Step	Action
1	Complete the questionnaire above and return it to us.
2	We review your information and assess the complexity.
3	Within 48 hours, we send you a firm, fixed-price proposal with a breakdown of fees for each module you are interested in.
4	You decide which modules to proceed with. No pressure, no obligation.
5	If you accept, we sign the engagement letter, pay 50% advance, and begin work.
6	You receive your comprehensive written action plan within 3-4 weeks.

Section 5: Our Commitment to You

Promise	What It Means
No-obligation quote	You get a firm price before you pay anything.
Fixed-fee certainty	No hourly billing – you know the total cost upfront.
Fiduciary standard	We act in your best interest, always.
One-stop coordination	We manage the Canadian CPA and Indian CA so you don’t have to.

Disclaimer

We are a SEBI Registered Investment Adviser (RIA) – Registration No. INA000020396. As fiduciaries, we always act in your best interest and fully disclose any potential conflicts of interest. Our services include investment advisory, portfolio construction, and financial planning. We coordinate with licensed Chartered Accountants (India) and Canadian CPAs to handle all tax filing, ensuring seamless execution. We are fee-only advisors: our sole compensation comes directly from you, and we do not accept commissions, kickbacks, or trail fees from any product manufacturer.

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