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Investment Planning for Canadian Expats in the UAE

Investing as a Canadian expat isn’t just about chasing returns—it’s about clarity, structure, and purpose. Whether you’re saving for retirement, building wealth, or looking for daily income, your investment plan should reflect your life goals and cross-border needs. At Bassem Fawzy Wealth Advisory, we work with Canadian expats across the UAE to build personalized, globally diversified, and tax-conscious strategies that grow with you—wherever life leads.

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Why You Need an Investment Plan as an Expat

Living in the UAE means high earning potential and no income tax. But without a clear investment plan, many expats still fail to build long-term wealth. Here’s why:

  • No pension or government safety net in the UAE

  • Cross-border tax exposure when repatriating

  • Currency mismatch across savings and liabilities

  • Unclear exit strategy or inconsistent investing

With the right investment plan, you gain clarity, reduce risk, and give every dollar a direction.

Tailored Strategies for Every Stage of Life

SIP Investment Plan

A SIP investment plan (Systematic Investment Plan) helps you build wealth steadily by contributing a fixed amount regularly. It smooths market volatility and builds long-term discipline. We structure SIPs in CAD, USD, GBP, or EUR, aligned with your income and future goals.

3-Year Investment Plan

Have a near-term goal like tuition, relocation, or a property down payment? A 3-year investment plan balances stability with growth. We use conservative and balanced strategies to protect your capital while giving it room to grow—without locking it away.

Daily Income Investment Plan

Need consistent cash flow? A daily income investment plan is designed for retirees, semi-retirees, or expats seeking passive income. We use dividend strategies, bond ladders, and capital preservation tools to generate reliable, predictable income.

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Build a Retirement Investment Plan that Lasts

Your retirement investment plan isn’t about saving more—it’s about investing better.

We help Canadian expats structure portfolios that:

  • Grow tax-efficiently while you're abroad

  • Convert into sustainable income later

  • Coordinate with RRSPs, offshore savings, and pensions

  • Adjust to changing markets, inflation, and medical needs

A strong retirement investment plan allows you to retire confidently—whether in Canada, the UAE, or somewhere in between.

Not Just Any Investment Plan—Your Plan

In Canada, the government takes your taxes before you spend. In the UAE, you must decide who gets paid first. A smart automatic savings plan makes that decision for you—ensuring your financial future is always at the top of the list.

We don’t push products. We build investment plans that are:

  • ​Purpose-built ​

  • Cross-border compatible

  • Diversified and liquid

  • Aligned with your retirement, income, and wealth-building goals

Let’s Build Your Investment Plan

Whether you need a SIP investment plan, a goal-focused 3-year investment plan, a daily income investment plan, or a long-term retirement investment plan—we help you make it simple, structured, and smart.

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