Why our consulting
We are a full service business development group – we build strategies and systems.
read more Global consumer insights
Rapid and sustainable solutions to the most complex business challenges with cooperative process-driven.
read more Thought Leadership
A solution is proposed, from here you can action the plan with just outline assistance.
read moreindustries
Travel and Aviation
Consulting
Study popular tourism destinations and improve your sales skills to successfully advise your clients on the best travel options.
Business Services
Consulting
We consider all the drivers of change – from the ground up and we’ll motivate and support you to make the change.
Consumer Products
Consulting
Design repeatable growth models and innovation pipelines that generate new products with higher potential and lower risks of failure.
Financial Services
Consulting
We work buy-side and sell-side and give our clients hard-hitting and objective answers and focus hard on the best opportunities.
Energy and Environment
Consulting
We work across all the major construction geographies and end sectors, meaning we understand the underlying drivers in construction markets.
Surface Transport &
Logistics Consulting
Scheduled transport operations, from broad market trends and strategy to the development of integrated commercial strategies.
testimonials
P. Wasylkiewicz
Simon was great to work with. I had some initial concerns, but he walked me through everything and made me completely comfortable. He is very professional and quick to respond. I’d highly recommend.
S. Maryam
Amazing communication. Simon was very patient when responding to our inquiries and helpful in providing us with the services we needed. Thanks again Simon!
C. Thomas
Simon was professional and responsive throughout the entire process. I appreciate all of his patience and dedication. At times, I was not able to respond for days on end, and he made sure to follow up to ensure everything was completed quickly. Thank you!
P. Kelly
Strata Wealth and Simon have been great to work with to transfer my UK pension. It ended up being a lot less hassle than I originally thought and I’m glad I got it all done. Thank you.
B. Anderson
We have known Simon on both a personal and business level for over 10 years now. We have greatly enjoyed working with him and the rest of the Strata Wealth team throughout the years as they have managed our retirement accounts and life insurance.
M. Pattinson
Simon did a great job transferring my pension from back home. I wasn’t sure that I was able to at first, but he got my pension over in a very timely manner even though there were some hiccups that were not caused by him. Highly recommended.
news
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QROPS 2023 – Taxation in Canada
Key Points Withdrawals from a QROPS RRSP are 100% taxable as income Withdrawals from a QROPS RRIF are 100% taxable as income At age 71, you must convert your RRSP to a RRIF You must be age 55 or older to transfer a UK pension to Canada All withdrawals are reported to HMRC for 10
January 5, 2023 -
QROPS 2023 – Industrial Alliance / iA Financial
Key Points – Industrial Alliance (iA Financial) is an eligible investment provider for QROPS in Canada – UK pensions that are transferred to Canada can be invested with Industrial Alliance – Industrial Alliance offers segregated funds investment options – Segregated funds have enhanced estate protection and principal guarantees – Segregated funds offer investment options for
January 3, 2023 -
QROPS 2023 – Who Are They Designed For?
Key Points You must be age 55 or older to transfer a UK pension to Canada Pension values over £30,000 must be reviewed by a UK advisor Transfer process can be complex – use a professional Non-state UK pensions can be transferred to Canada Not all UK pensions can be transferred to Canada QROPS –
January 2, 2023 -
QROPS 2023 – Does QROPS Still Exist?
Key Points – QROPS can be transferred to Canada as of January 2023 – You must be age 55 or older to qualify – There are many attractive benefits to transferring your pension – Consult with a professional before making a decision to transfer QROPS Overview QROPS (Qualifying Recognised Overseas Pension Scheme) is a type
January 2, 2023 -
Tax Free Savings Accounts in 2023
A Tax-Free Savings Account (TFSA) in Canada is a type of savings account that allows individuals to earn tax-free investment income. Contributions to a TFSA are not tax-deductible, but any investment income earned within the account, including capital gains and dividends, is not subject to tax when withdrawn. Eligible individuals can contribute to a TFSA
January 20, 2023 -
QROPS 2023 – Key Benefits of Transferring UK Pension to Canada
If you have moved to Canada from the UK permanently, but still have a previous private employer pension in the UK, you may be wondering what the key benefits of transferring it to Canada are. There are several key benefits to transferring a UK pension to Canada, including: It’s important to note that there are
January 4, 2023
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14 Tottenham Road, N1 4EP, London, United Kingdom
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+1 212-226-3126
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148 Commercity Isola Road, M1 R43 Berlin, Germany
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+3 864-784-4848
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10 Via Della Consordia Road, S3 7ME Madrid, Spain
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+1 212-226-3126
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14 Mao Road, N1 4EP, Los Angelos, USA
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+1 212-226-3126
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148 Commercity Isola Road, M1 R43 New York, USA
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+3 864-784-4848
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10 Via Della Consordia Road, S3 7ME Miami, USA
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+1 212-226-3126
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