CONSULTING LTD.Private consultation
Private clients & estates

A wider view.
Of what matters to you.

Personal coordination for the estate, investment, and professional relationships connected to your Canadian interests.

Start with a free screening
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THE TMP PERSPECTIVE Illustrative imagery
HOW WE CAN HELP

Considered support.
Around your priorities.

01

A connected picture

Discuss your objectives, existing advisers, and the decisions you need to organise.

02

Professional coordination

Bring relevant legal and accounting specialists into the conversation as the scope requires.

03

Clear responsibilities

Establish who handles each part of the work and how separate professional engagements fit together.

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THEMISTOKLI MESINI · CEO
MEET THE PERSON BEHIND TMP

What matters to you.
Understood in context.

Themistokli Mesini leads a personal approach to coordinating your Canadian interests and the professional relationships they require.

Themistokli Mesini
More about Themistokli & the team
A CLEAR START

Understand the fit.
Then go deeper.

01 / Free initial screening

A 15-minute conversation to outline your needs and discuss whether a full appointment is the appropriate next step.

02 / Specialist consultation · CAD 750

A 1–2 hour appointment with the specialist, plus 2–4 hours of team preparation. Any ongoing case work is scoped and priced separately.

Specialist legal, tax, and investment advice requires appropriately qualified professionals. Immigration decisions rest with the relevant authorities; no outcome is guaranteed.

Explore the consultation
QUESTIONS, CONSIDERED

A wider perspective.
Your questions.

General information. Requirements can change; use the linked official guidance and individual professional advice for your circumstances.

When do I become a Canadian resident for tax purposes?

Tax residence depends on your circumstances and residential ties, not simply your passport or immigration label. A cross-border tax professional should assess your position and the relevant dates. CRA guidance for newcomers ↗

Is tax residence the same as permanent residence?

No. Immigration status and tax residence are different concepts. A change in one should not be assumed to settle the other. CRA guidance for newcomers ↗

Do I need to declare foreign assets in Canada?

Some Canadian residents must report specified foreign property using Form T1135. Reporting depends on the property, cost amount, and applicable exceptions; foreign income reporting is a separate consideration. CRA: Form T1135 questions and answers ↗

What is the foreign-property reporting threshold?

Form T1135 generally concerns specified foreign property with a total cost amount over CAD 100,000 at any time in the year. Not every foreign asset is included, and exceptions apply. Have an accountant check the classification and amounts. CRA: Form T1135 questions and answers ↗

Is there a first-year exemption from Form T1135?

An individual generally does not file T1135 for the year they first become a Canadian tax resident. This does not remove other income-tax obligations, and returning residents should not assume the exception applies again. CRA: Form T1135 questions and answers ↗

Will foreign income be relevant after I move?

It can be. Your tax residence, the type of income, timing, and applicable treaty rules matter. Review income sources with a cross-border accountant before changing arrangements. CRA guidance for newcomers ↗

Should I review my estate arrangements before relocating?

Make your existing wills, ownership structures, beneficiaries, and powers of attorney part of the planning conversation. Ask qualified advisers in the relevant jurisdictions to identify what needs review; TMP can help coordinate that work.

Can I keep my existing legal and accounting advisers?

Raise your existing adviser relationships during the consultation. The engagement can identify where coordination is useful and whether additional Canadian expertise is required. Each professional’s responsibilities should be clear.

Does TMP manage investments or guarantee tax savings?

This service is described as coordination, not a promise of investment management, regulated advice, or a particular saving. Confirm any specialist mandate and credentials separately. Published past figures do not guarantee a future result.

What should I prepare for a private-client consultation?

Prepare an overview of countries involved, the decisions you face, your existing advisers, and your intended timeline. Avoid emailing account numbers or detailed asset records with the first enquiry.