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Client Engagement Proposal

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

Simple mobile form with validation and direct sheet submission

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.
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 from Canada

Planned departure date from Canada *

Use the calendar picker.

Will your spouse/partner move with you?

Approximate total net worth *

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 *

Top 3 financial goals 1 *

Top 3 financial goals 2 *

Top 3 financial goals 3 *

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.

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.

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.

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