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Financial Planning for Canadian Expats in the UAE

As a Canadian-accredited Financial Planner, I’ve spent decades helping clients navigate the complexities of money—across borders, life stages, and economic cycles. Whether you’re building wealth, relocating, retiring, or repatriating, one thing is clear: Financial planning isn’t just about money. It’s about structure, clarity, and purpose—so you can move forward with confidence. At Bassem Fawzy Wealth Advisory, we offer comprehensive, cross-border financial planning for Canadians living and working in the UAE, tailored to the real lives of expats.

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What Does Financial Planning Really Mean?

For many, financial planning feels abstract. But at its core, it’s about answering one powerful question:

“Am I on track?”

A complete plan helps you manage your:

  • Income & expenses

  • Debt & liquidity

  • Investments & risk

  • Taxes across borders

  • Retirement readiness

  • Legacy and estate wishes

As someone certified in personal financial planning, I don’t just look at one part of your finances—I connect all the dots to create a plan that works today and grows with you over time.

Why Canadian Expats in the UAE Need a Financial Plan

The UAE offers high income and no personal tax. But that doesn’t mean your finances are simple.

Without the right financial planning in Dubai, many expats:

  • Save inconsistently

  • Miss out on global investment opportunities

  • Face tax consequences when returning to Canada

  • Overlook education, retirement, or estate needs

  • Lose track of short- and long-term goals

Your financial life crosses continents. Your plan should too.

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Our Approach to Personal Financial Planning

We begin by understanding who you are, where you’re headed, and what you value. From there, we build a customized, written plan with ongoing guidance across these key areas:

  • Budgeting & cash flow optimization

  • Retirement & education planning

  • Tax-efficient investments

  • Protection planning (insurance, critical illness, life cover)

  • Wealth transfer & estate structure

  • Cross-border strategy for Canadians abroad

As a certified expert in personal financial planning, I also collaborate with Canadian lawyers, tax accountants, and mortgage brokers to bring your entire financial world under one roof.

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Financial Planning in Dubai—With a Canadian Backbone

While many financial advisors in the UAE focus on product sales, we focus on planning first. You receive a clear, written plan and independent recommendations—not commission-driven sales.

We understand:

  • CRA rules for non-residents

  • TFSA, RRSP, and pension implications

  • What’s required to repatriate assets

  • How to structure wealth for family, business, and retirement

When it comes to financial planning in Dubai, your Canadian roots still matter.

Why Clients Choose Us

We deliver personalized solutions with unmatched attention to detail and professionalism. Our team is committed to reliability, transparency, and results that exceed expectations. With a proven track record, we turn trust into long-term partnerships.

  • 30+ years of experience in Canadian and international financial planning

  • Certified Personal Financial Planner (PFP®) and Fellow of the Canadian Securities Institute

  • Regulated, independent, and client-first

  • Deep knowledge of Canadian and UAE financial systems

  • Fluent in Arabic and English, serving a diverse expat base

Let’s Build Your Financial Plan

Whether you’re early in your career or already thinking about retirement, financial planning gives you the clarity to make smarter decisions—today and tomorrow.

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