Over the last 30 years, Warren has helped his clients, mainly Canadian and American expats, to make the best possible financial decisions by focusing on creating an International Tax and Investment Plan. Since 2009, he has been mainly based in Panama.

00:00 Intro, Warren’s journey 
03:18 Panama’s development
08:04 Why Panama? Taxes in Panama and Canada if you expatriate 
11:00 Steps to take before leaving Canada
17:22 Offshore investing for Canadian expats 
21:55 Panama foundation and estate planning
28:03 Moving back to Canada financial implications
30:02 Offshore plan B?
32:47 Banking in Panama
35:57 Buying real estate and getting residency in Panama
38:31 Why Warren joined me
41:19 Closing

Follow Warren:
https://www.linkedin.com/in/warren-ferguson-4749b242/

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Adam, the host of The Adam Fayed Show for Expat Wealth, is an internationally recognised author on financial matters with over 830million answer views on Quora, a widely sold book on Amazon, and a contributor on Forbes. 

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The contents of this podcast should not be considered financial advice nor a solicitation to invest. Any products discussed are only for certified investors.