Paid review

Canadian Exit Risk Diagnostic

A human-reviewed entry diagnostic for Canadians who want a clear view of residency risk before filing as non-resident, asking CRA through NR73, or escalating into founder/private-client planning.

What the review covers

  • Departure date and move timeline.
  • Canadian home, spouse or partner, and dependents.
  • Employment, business ownership, bank, investment, health card, and licence ties.
  • Return visits to Canada and CRA filing history.
  • NR73 readiness and departure-tax escalation flags.

What you receive

CAD $699

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

The memo is designed as a preliminary risk assessment before you choose whether to file, request NR73, or approach a professional. It does not guarantee a CRA result and does not replace a CPA, tax lawyer, or CRA residency opinion.

Why review before NR73?

NR73 can be useful, but it is also a request for CRA to review your residency facts. If your facts are messy, incomplete, or higher risk, a preliminary review helps you understand the file before you decide whether to ask CRA for an opinion.

No bright-line test

Canadian tax residency is a factual analysis. A departure date, foreign lease, or cancelled card can matter, but no single fact normally settles the question by itself.

Secure intake

Use a third-party secure form and upload provider with access controls and retention settings.

Written memo

Receive a practical memo organized around CRA residency factors and your document gaps.

Clear escalation

Departure tax, treaty, corporation, trust, and high-dollar issues are flagged for expert review.

Sample memo outline

  • Departure timeline and strongest facts supporting your intended filing position.
  • Significant residential ties, including home, spouse or partner, and dependents.
  • Secondary ties, including health card, driver licence, bank, brokerage, memberships, and return visits.
  • NR73 considerations, evidence gaps, and whether professional escalation is recommended.
  • Founder, investor, departure-tax, treaty, and foreign-jurisdiction issues to review separately.

Source basis

CRA’s folio and emigrant guidance explain that residency depends on the facts and residential ties. Form NR73 is CRA’s questionnaire for requesting an opinion.

FAQ

What is included in the $699 review?

A human-reviewed written memo covering your departure timeline, significant and secondary residential ties, document gaps, and recommended next steps.

How do I send documents?

After payment, you are sent to a secure third-party intake and upload form. CanadianExit does not store sensitive tax documents in a custom app database in v1.

Is the memo legal or tax advice?

No. It is educational file review and preparation. Complex matters are escalated to qualified professional support where appropriate.

Need more than a diagnostic?

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