Watch: Tax Planning and Investment Insights for Canadian Expats in Qatar

Date: Monday, February 20th

Time: 10:00 AM (Eastern Time) // 6:00 PM (Qatar 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. Sarmen Boyajian, Partner at PE Gate, will discuss investing in Canadian businesses at 0% capital gains tax.

Topics:

  • Canadian residency for tax purposes

  • Canadian and Qatar filing requirements

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

  • Retirement planning

  • Ownership, sale and rental of property in Canada and Qatar

  • 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.

 

Sarmen Boyajian, Partner at PE Gate

Sarmen brings over 10 years of international business and investing experience. Prior to PE Gate, Sarmen was with RBC Capital Markets for three years as a Vice President. He spent the first six years of his career in Capital Markets at J.P. Morgan across Europe and Asia, and two years at Triovest Capital, a real estate-focused private equity firm.  He earned an MBA from the Ivey Business School at Western University. He is a snowboarding (former instructor and competitor) and squash enthusiast, and has traveled to 47 countries.

Sarmen Boyajian