Aug 27, 2019
John Oakey is the National Director of Tax Services at Baker Tilly Canada, Canada’s largest association of chartered professional accounting firms. John has been working with Canadian and US citizens on advanced tax planning strategies for more than 20 years. He has contributed his expertise to organizations such as the Canadian Tax Foundation and the CPA of Canada and Nova Scotia. He became a Chartered Accountant in 2001 and has a Bachelor of Commerce Degree from St Mary’s University.
John joins me today to share how residency affects where you pay tax. He describes the different types of tax residency and how weighted ties are used to decide this. John reveals the reporting steps you need to take when leaving or entering Canada, along with which Canadian-tax obligations remain. He also shares what you need to know about double taxation and offshore tax planning.
“Somebody is ordinarily or factually a resident in the place they are settled, where they have a regular and normal routine of life.” - John Oakey
Today on I’m A Millionaire...So, Now What:
John Oakey’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:
Connect with John Oakey:
Book Your Prosperity Discovery Session Today!
Are you ready to double your net worth? Ready to create your roadmap to riches or get your financial life back on track? Join me for a Prosperity Discovery Session today! Let’s unlock your roadmap to riches so you can begin to live your life to the fullest. To book your Prosperity Discovery Session, email me at email@example.com to request a free questionnaire and let’s begin your roadmap to riches now!
Spots are limited, so book your Prosperity Discovery Session today!
Get Ready for Fun Networking & Fundraising!
Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019 for the all-women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health.
The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner.
So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit www.truedotdesign.com/foreplay to register today - or, become a sponsor to show the community you’re serious about mental health.
Be sure to subscribe to our newsletter and follow FORE-Play for Charity on Facebook so you never miss an update on this important event.
Registration opens on April 1, 2019
Subscribe to the I’m A Millionaire, So Now What Podcast!
Thanks for joining us for this episode of I'm A Millionaire, So Now What Podcast - the show bringing you inspirational stories, practical strategies, and fun, frank advice for self-made millionaires and wealthy families. If you enjoyed this episode, please subscribe to the show on Apple Podcasts and leave a positive review. Don’t forget to share your favorite episodes with other wealthy families and self-made millionaires on social media!