Webinar | Digital Nomads, Expats, and Cross-Border Mobility Transition Planning
As more professionals embrace digital nomad and expat lifestyles, cross-border mobility creates opportunities and complexities that extend far beyond a change of address. Changes in residency, domicile, and financial ties can have significant cross-border implications for taxation, banking, investments, insurance, and long-term planning.
Whether departing Canada, returning home, or managing cross-border wealth as an expat, participants will learn why mobility is not just about where you live, but also about how your wealth, assets, and financial identity move with you.
Key themes:
- expat and cross-border planning
- migration of wealth across borders
- repatriation of funds
- legacy planning and intergenerational wealth transfer
- digital financial footprint
- residency, domicile, and wealth transition planning
This session explores how expats can better understand their digital financial footprints, identify potential transition risks, and prepare for successful mobility transitions. Whether relocating within Canada or internationally, attendees will gain practical insights into the financial realities of modern expat and cross-border living.
Join the Calgary Branch for this event.
For any questions about this event, please contact [email protected].
About the presenter
Jeanette Boleantu helps Canadians answer a question few people ask before they move: What happens to your financial life when your career takes you somewhere new?
As creator of the Mobility Transition Coaching framework through The Expatriate Group, and a senior wealth advisor with CI Assante Wealth Management, Jeanette has spent more than 20 years helping professionals navigate economic migration, cross-border living, wealth transitions, and intergenerational planning.
Her unique perspective focuses on the movement of people, wealth, and financial identity across borders, helping globally mobile professionals make informed decisions before, during, and after major life transitions.
Jeanette holds the certified financial planner and personal financial planner designations and a bachelor of management. She was recognized as a 2025 Wealth Professional Canada 5-Star Advisory Team member and as an excellence awardee in the 2025 Wealth Professional Awards for Financial Literacy.
Her presentation focuses on helping internationally mobile professionals and families understand the financial implications of moving between jurisdictions. Her clients include engineers, geologists, geophysicists and other professionals whose careers take them across Canada and around the world.
This event applies to the following Work Readiness Program skill area:
