Taxation & Investment for Canadian Expats in the UAE

Date: Tuesday, March 7, 2023

Time: 9:30 AM (Eastern Time) // 6:30 PM (Dubai Time)

Speakers: Trowbridge’s international tax expert, Wayne Bewick, has over 20 years of experience with 16 years working as a trusted advisor for Canadians in Dubai, Abu Dhabi, Kuwait and Qatar to help them navigate complex tax challenges that arise when living or working abroad. Ara Sahakian, Managing Partner at PE Gate, will discuss investing in Canadian businesses at 0% capital gains tax.

Topics:

  • Canadian residency for tax purposes

  • Canadian and Dubai filing requirements

  • Tax planning for Canadian expatriates, either departing Canada or arriving in Dubai

  • Retirement planning  - Ownership, sale and rental of property in Canada and Dubai

  • An update on how COVID-19 has impacted the Canadian tax landscape

  • Why investment in private businesses and private equity outperform other asset classes

  • Tax benefits of investing in Canadian Businesses as a non-resident and as a resident

  • How to participate in high-yielding investment opportunities in private businesses in Canada

There will also be time at the end of the session to have your questions answered by the experts.

Speaker Bios:

 

Wayne Bewick, CPA CA, CFP, CPA (Illinois), Trowbridge Professional Corporation, Managing Director, Private Client Individual Tax Services

As an experienced Canadian Chartered Professional Accountant, Certified Financial Planner and a U.S. Certified Public Accountant, Wayne leads the Private Client Division at Trowbridge and thrives on problem solving and making complex tax matters less daunting for his international clients.

Having worked extensively in the U.K. and in Canada with travel to over 90 countries, Wayne joined Trowbridge Professional Corporation in 2002 with a vision to give the firm a global platform by educating and advising expatriates on their personal tax needs. Wayne is frequently sought out as a panelist and subject matter expert, presenting worldwide on tax compliancy issues and tax obligations for expats living and working abroad. Prior to joining Trowbridge, Wayne spent time at Deloitte specializing in expatriate and international tax services. Wayne graduated with a Bachelor of Commerce from Concordia University and has completed levels I and II of the Canadian Institute of Chartered Accountants In-depth Taxation Program.

 

Ara Sahakian, Managing Partner at PE Gate

Ara is an experienced investor and a private equity professional based in Toronto. He lived in Dubai between 2000-2016, where he helped establish the Transaction Services department at PwC. He then joined HSBC Private Equity as a Director and later established a Private Equity advisory business in Dubai. Ara moved back to Canada in 2016, where he established PE-Gate.com, a marketplace for private equity transactions where accredited investors can access investment opportunities. Ara was very involved with the Dubai Terry Fox Run, was a Board member of The Terry Fox Foundation for seven years and its Interim Executive Director for two years, to help navigate the Foundation through Covid19 and it's 40th anniversary. Ara enjoys working with and growing small businesses that make an impact in the community.

Sarmen Boyajian