Founder and investor exit planning

Founder and Investor Canadian Exit Review

A premium review path for Canadians leaving with corporations, retained earnings, private company shares, crypto, real estate, trusts, stock options, or material unrealized gains.

Built for complex exits

  • Private corporation ownership, retained earnings, shareholder loans, or management activity.
  • Large non-registered investment portfolios, crypto assets, or stock options.
  • Canadian and foreign real estate.
  • Trusts, carried interest, treaty residence conflict, or foreign tax residency uncertainty.

CAD $3,500+

A complex-exit review for entrepreneurs, investors, crypto holders, and owner-managers leaving Canada.

Complex files may require a licensed CPA, tax lawyer, immigration professional, or local-country advisor. CanadianExit’s role is to triage and organize the facts so escalation is efficient.

Residency risk

Review whether your home, family, corporate, banking, and document ties support the departure position.

Departure-tax exposure

Identify property, gains, valuations, reporting, and escalation issues before filing deadlines arrive.

Professional handoff

Prepare a clean fact file for CPA, tax lawyer, immigration, banking, or foreign-jurisdiction professionals.

Source basis

CRA leaving Canada guidance explains emigrant filing and departure tax considerations.

CRA residency folio S5-F1-C1 explains that residency depends on facts and residential ties.