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Money Transfer

PayPal vs Payoneer: The Ultimate Comparison

In the rapid digital economy of today, payment websites online are crucial modes of operation for freelancers, consumers, and businesses. We explain in this article

Money Transfer

Remitly vs PayPal: The Ultimate Comparison

With transactions online spanning continents, the need to select a suitable platform for cross-border remittances becomes paramount. Here we compare Remitly vs PayPal on such

Canada Wills and Estates
Financial Planning

Canada Wills and Estates for Expats: A Guide

Managing Canada wills and estates is a challenge for expats, as cross-border estate planning and asset management presents unique problems. Many expats assume that their

When Should You Buy the Dip?
Stock markets

When Should You Buy the Dip?

Buying the dip is a popular investment strategy where investors purchase an asset after its price has dropped, expecting a future rebound. But exactly when should you buy the dip?

Canadian Expat Trust
Expat Guide

Canadian Expat Trusts: A Guide

Canadian expat trusts are an essential financial and estate planning tool for those who want to protect and manage their assets while living abroad. However,

Best Investment Platforms for Expats
Expat Guide

Best Investment Platforms for Expats in 2025

Expats face unique financial challenges when investing, including cross-border taxation, currency fluctuations, regulatory restrictions, and limited access to certain investment products. Choosing what investment platform

Review articles

Amphora Portfolio Management Review

This article will be a mini review of Amphora Portfolio Management, which allows investors to invest in wine. If you are looking for a second

Best Passive Income Investments for Expats
Investment Options

Best Passive Income Investments for Expats

Living as an expat comes with unique financial challenges and opportunities. Unlike traditional employment, which often depends on location and work visas, passive income provides

What are the Safest Investments for Expats?
Investment Options

What are the Safest Investments for Expats?

Unlike local investors, expats face additional challenges such as currency fluctuations, foreign taxation, economic instability, and political risks in different jurisdictions. This makes safety a

Active vs Passive Investing for Expats: Which is Better?
Wealth/Asset Management

Active vs Passive Investing for Expats: Which is Better?

The two main investing approaches—active vs passive investing—offer distinct advantages and challenges. Active investing involves frequent market participation, research, and strategic decision-making to outperform benchmarks.

What are Dividend Reinvestment Plans
Investment Options

What are Dividend Reinvestment Plans (DRIPs)?

DRIPs are a powerful long-term investment strategy that allows investors to automatically reinvest dividends back into the same stock instead of receiving cash payouts. What are Dividend Reinvestment Plans? Any risks?

Are you an expat or a high-net-worth individual?

If your investment portfolio is valued at $150,000 or more, you may qualify for one of our limited complimentary portfolio reviews.​

This is your opportunity to ensure your wealth is aligned with your long-term goals, optimized for tax efficiency, and protected against unnecessary risks.

Spaces are extremely limited — secure your free review today.

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termination of my service or on my death or retirement and to which I am (or my dependents are), or may be entitled. 2. Self certified investor I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand that this means: i. I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-readily realisable securities; ii. The investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested. I am a self-certified sophisticated investor because at least one of the following applies: a. I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below; b. I have made more than one investment in an unlisted company in the two years prior to the date below; c. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises; d. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

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