Confidential Canadian exit planning

Exit Canada without handing CRA a messy file

For founders, investors, entrepreneurs, crypto holders, and high-income Canadians leaving Canada. We help you assess residency risk, organize evidence, and decide what to do before filing, requesting NR73, or restructuring life abroad.

Founders

Canadian corporations, shareholder loans, retained earnings, payroll, and management activity can make a personal exit much more complex.

Investors

Private company shares, crypto, trusts, real estate, and unrealized gains can trigger departure-tax and reporting questions.

Global movers

Foreign residency, banking, treaty position, family logistics, and professional setup need to work together before you rely on a non-resident position.

Packages

Choose the right level of exit planning

Start with a risk diagnostic or move directly into a founder, investor, or private-client review.

Exit Risk Diagnostic

CAD $699

Most popular entry

An entry-level written memo on Canadian residency exit risk, evidence gaps, and next steps.

Best for

Canadians who want a preliminary risk assessment before filing, asking CRA, or escalating to a professional.

  • Human-reviewed risk memo
  • Residential-ties analysis
  • NR73 and filing considerations

Private Client Global Exit Strategy

CAD $7,500

High-touch

A confidential global exit strategy for high-net-worth Canadians coordinating Canadian tax residency, assets, foreign residency, banking, and jurisdiction planning.

Best for

Founders, executives, investors, and families who need Canadian and international professionals working from one planning path.

  • Confidential planning path
  • Jurisdiction and banking shortlist
  • Professional network coordination
Request Private Review Fixed-price strategy path

Client patterns

Used before NR73, filing, or a major move

Anonymized feedback and case snapshots from the kinds of Canadian exit files we help organize before clients escalate to CRA, a CPA, tax counsel, or foreign professionals.

“I thought I had a pretty simple move. The review showed me a few things I had not thought about, especially around my old condo and bank accounts.”

Founder relocating from Ontario

“I was going to send NR73 right away. After the diagnostic, I decided to get my facts in better shape first and talk to my accountant before sending anything to CRA.”

Remote operator moving to Europe

“My situation was messy: health card, brokerage account, travel days, and a rental. The memo gave me a list I could actually work through.”

Investor with Canadian and foreign accounts

“I did not need another list of "tax-friendly countries." I needed to know where banking and residency might realistically work for my family.”

Private client comparing residency options

Anonymized case snapshot

Founder with private-company shares

Facts: A founder leaving Canada had retained earnings, shareholder loans, Canadian management history, and a planned move to a territorial-tax jurisdiction.

Review focus: The review separated personal residency risk from corporate and departure-tax issues, then created a handoff list for CPA and legal review.

Anonymized case snapshot

Investor with real estate and registered accounts

Facts: An investor wanted to keep a Canadian rental property, RRSP/RRIF accounts, brokerage relationships, and a clean non-resident evidence file.

Review focus: The file was organized around rental withholding, Section 216, registered-account withdrawals, brokerage status, and departure-date evidence.

Before you ask CRA

NR73 is not always the first step

Form NR73 is a way to ask CRA for a residency opinion, but filing it means putting your facts in front of CRA for review. Many people prefer to understand their likely risk level first, then decide whether NR73, a filing position, or professional advice is the right next move.

Fact-specific review

Residency is not black and white

Canadian tax residency is not determined by one simple rule or a single document. CRA looks at the whole factual picture, including significant residential ties, secondary ties, intent, conduct, and sometimes treaty rules.

2026 exit checklist

Planning to exit Canada in 2026?

Start with the practical 2026 checklist: departure date, residential ties, NR73, departure tax, TFSAs, health card, driver licence, banking, and evidence to gather before filing as non-resident.

What the guide answers

  • When CRA may treat you as non-resident after leaving Canada.
  • What can go wrong if Canadian documents and accounts stay resident.
  • When to review NR73, departure tax, and professional escalation.

Planning guides

Start with the page that matches the risk

These are the core articles we want readers and search engines to treat as the main Canadian exit planning library.

Exit Canada in 2026

The main checklist for departure date, residential ties, filing, health card, banking, and evidence.

Read Guide

Canadian departure tax 2026

Review deemed disposition, asset inventory, private shares, crypto, and professional escalation triggers.

Read Guide

Should I file NR73?

Understand why many people organize the file first before asking CRA for a residency opinion.

Read Guide

Canada exit tax and crypto

Plan wallet records, adjusted cost base, fair market value, mining, staking, and departure-tax exposure.

Read Guide

Canada exit tax calculator

Estimate deemed-disposition exposure from public investments, private shares, crypto, and foreign property.

Read Guide

Tax residency for founders

Connect personal residency, company management, payroll, founder shares, and departure-tax issues.

Read Guide

Best territorial residencies

Compare Panama, Paraguay, Costa Rica, Uruguay, UAE, Georgia, and other destination options.

Read Guide

High-stakes mistakes

What can go wrong if you do not exit Canada properly

Small missed steps can become expensive when CRA, IRS, foreign banks, or treaty rules later look at the same facts.

CRA may still tax you as resident

If your departure return, residential ties, and conduct do not support a clean exit, CRA can review the file years later and disagree with your non-resident position.

Foreign reporting penalties

T1135 failures can create daily penalties and larger penalties where CRA alleges knowing or grossly negligent failure. U.S. persons can also face significant FBAR and PFIC/Form 8621 reporting exposure.

Registered account and withholding issues

TFSA contributions after becoming non-resident can trigger a 1% monthly tax while the non-resident contribution remains. Canadian-source payments may also face non-resident withholding.

Where next?

Residency and banking options after Canada

We can also help you compare countries for residency setup, banking access, and territorial or foreign-source tax systems based on your personal needs. The goal is a practical shortlist, not a generic “best countries” list.

Professional network

When local advice is required, we coordinate with professionals operating in a broad range of jurisdictions for tax, immigration, accounting, banking, and setup support.

1. Upload facts securely

After checkout, you are directed to a secure third-party intake and upload form.

2. Receive a risk memo

The memo organizes residential ties, evidence gaps, and possible CRA or NR73 issues.

3. Decide the next step

Use the memo to file more confidently, prepare NR73, or escalate complex issues.

CRA references

Built around published Canadian residency guidance

CRA guidance explains that residency status depends on facts and residential ties. The review does not try to manufacture a result; it clarifies the file you already have.

Common review triggers

  • Canadian home retained, rented informally, or available for return visits.
  • Spouse, partner, or dependents remain in Canada after departure.
  • Canadian corporation, employment, payroll, or material investment ties continue.
  • Driver licence, health card, bank, brokerage, and CRA filing facts conflict.

FAQ

Does CanadianExit decide my tax residency?

No. CanadianExit helps organize and review your facts. CRA can provide an opinion through NR73, and formal advice may require a CPA or tax lawyer.

What do I receive in the Exit Risk Diagnostic?

You receive a written memo summarizing your departure timeline, residential ties, evidence gaps, CRA/NR73 considerations, and practical next steps.

Can this replace NR73?

No. NR73 is a CRA process. A preliminary review can help you decide whether asking CRA for an opinion is appropriate before putting your full facts in front of CRA.

Why review my facts before filing NR73?

Submitting NR73 asks CRA to look at your residency facts. Many people prefer a preliminary risk assessment first because Canadian residency is fact-specific and not a simple bright-line checklist.

Do you work with founders and complex assets?

Yes. Complex files can involve corporations, retained earnings, trusts, crypto, real estate, stock options, treaty issues, and foreign banking or residency setup.