Skip to main content

Main menu

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JWM
    • Editorial Board
    • Published Ahead of Print (PAP)
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • LinkedIn
  • Twitter

User menu

  • Sample our Content
  • Request a Demo
  • Log in

Search

  • ADVANCED SEARCH: Discover more content by journal, author or time frame
The Journal of Wealth Management
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • Sample our Content
  • Request a Demo
  • Log in
The Journal of Wealth Management

The Journal of Wealth Management

ADVANCED SEARCH: Discover more content by journal, author or time frame

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JWM
    • Editorial Board
    • Published Ahead of Print (PAP)
  • LinkedIn
  • Twitter
Article

Canadian Citizenship: The Wealthy Global Family’s Safe and Tax-Efficient Alternative

Tom McCullough, Scott Hayman, Jonathan Garbutt and David Lesperance
The Journal of Wealth Management Spring 2010, 12 (4) 46-59; DOI: https://doi.org/10.3905/jwm.2010.12.4.046
Tom McCullough
is president and CEO of Northwood Family Office in Toronto, ON, Canada.
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • For correspondence: tmccullough@northwoodfamilyoffice.com
Scott Hayman
is a partner and head of client service at Northwood Family Office in Toronto, ON, Canada.
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • For correspondence: shayman@northwoodfamilyoffice.com
Jonathan Garbutt
is managing partner at Garbutt Tax Law in Toronto, ON, Canada.
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • For correspondence: jonathan@garbutt-taxlaw.com
David Lesperance
is managing partner at Lesperance & Associates in Toronto, ON, Canada.
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • For correspondence: david@lesperanceassociates.com
  • Article
  • Info & Metrics
  • PDF (Subscribers Only)
Loading

Click to login and read the full article.

Don’t have access? Click here to request a demo 
Alternatively, Call a member of the team to discuss membership options
US and Overseas: +1 646-931-9045
UK: 0207 139 1600

Abstract

Wealthy global families are becoming increasingly aware of their need for a well thought-out citizenship and residency strategy to protect their wealth and to safeguard their freedom of movement. In the uncertain world facing us today, prudent families understand the importance of keeping their options open and having multiple passport choices. Canada provides a safe and surprisingly tax-efficient alternative to many of the more well-known citizenships that the wealthy can consider acquiring. Canada also has a world-class professional services and financial infrastructure, making it an ideal location for their family office, particularly in the new “post-bank secrecy” world.

  • © 2010 Pageant Media Ltd
View Full Text

Don’t have access? Click here to request a demo

Alternatively, Call a member of the team to discuss membership options

US and Overseas: +1 646-931-9045

UK: 0207 139 1600

Log in using your username and password

Forgot your user name or password?
PreviousNext
Back to top

Explore our content to discover more relevant research

  • By topic
  • Across journals
  • From the experts
  • Monthly highlights
  • Special collections

In this issue

The Journal of Wealth Management: 12 (4)
The Journal of Wealth Management
Vol. 12, Issue 4
Spring 2010
  • Table of Contents
  • Index by author
Print
Download PDF
Article Alerts
Sign In to Email Alerts with your Email Address
Email Article

Thank you for your interest in spreading the word on The Journal of Wealth Management.

NOTE: We only request your email address so that the person you are recommending the page to knows that you wanted them to see it, and that it is not junk mail. We do not capture any email address.

Enter multiple addresses on separate lines or separate them with commas.
Canadian Citizenship: The Wealthy Global Family’s Safe and Tax-Efficient Alternative
(Your Name) has sent you a message from The Journal of Wealth Management
(Your Name) thought you would like to see the The Journal of Wealth Management web site.
CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Citation Tools
Canadian Citizenship: The Wealthy Global Family’s Safe and Tax-Efficient Alternative
Tom McCullough, Scott Hayman, Jonathan Garbutt, David Lesperance
The Journal of Wealth Management Jan 2010, 12 (4) 46-59; DOI: 10.3905/jwm.2010.12.4.046

Citation Manager Formats

  • BibTeX
  • Bookends
  • EasyBib
  • EndNote (tagged)
  • EndNote 8 (xml)
  • Medlars
  • Mendeley
  • Papers
  • RefWorks Tagged
  • Ref Manager
  • RIS
  • Zotero
Save To My Folders
Share
Canadian Citizenship: The Wealthy Global Family’s Safe and Tax-Efficient Alternative
Tom McCullough, Scott Hayman, Jonathan Garbutt, David Lesperance
The Journal of Wealth Management Jan 2010, 12 (4) 46-59; DOI: 10.3905/jwm.2010.12.4.046
del.icio.us logo Digg logo Reddit logo Twitter logo CiteULike logo Facebook logo Google logo LinkedIn logo Mendeley logo
Tweet Widget Facebook Like LinkedIn logo

Jump to section

  • Article
    • Abstract
    • THE BACKDROP
    • CANADA SHOULD BE ON THE SHORT LIST
    • AN APPEALING DESTINATION AND PASSPORT
    • A SURPRISINGLY ATTRACTIVE TAX REGIME FOR HIGH-NET-WORTH IMMIGRANTS
    • WORLD-CLASS PROFESSIONAL SERVICES AND AN IDEAL HOME FOR THE FAMILY OFFICE
    • CONCLUSION
    • ENDNOTES
  • Info & Metrics
  • PDF (Subscribers Only)
  • PDF (Subscribers Only)

Similar Articles

Cited By...

  • Perspectives from the Literature of Private Wealth Management
  • Google Scholar

More in this TOC Section

  • Two Book Reviews
  • Editor’s Letter
  • Well-Being Advisers
Show more Article
LONDON
One London Wall, London, EC2Y 5EA
United Kingdom
+44 207 139 1600
 
NEW YORK
41 Madison Avenue, New York, NY 10010
USA
+1 646 931 9045
pm-research@pageantmedia.com
 

Stay Connected

  • LinkedIn
  • Twitter

MORE FROM PMR

  • Home
  • Awards
  • Investment Guides
  • Videos
  • About PMR

INFORMATION FOR

  • Academics
  • Agents
  • Authors
  • Content Usage Terms

GET INVOLVED

  • Advertise
  • Publish
  • Article Licensing
  • Contact Us
  • Subscribe Now
  • Log In
  • Update your profile
  • Give us your feedback

© 2021 Pageant Media Ltd | All Rights Reserved | ISSN: 1534-7524 | E-ISSN: 2374-1368

  • Site Map
  • Terms & Conditions
  • Cookies
  • Privacy Policy