The Expatriate Group

What The Expatriate Group does

The Expatriate Group Inc. is a Canadian, family-owned lifestyle coaching practice founded in 1987 by Tom Boleantu, a former exploration geologist, and now operated by his daughter Jeanette Boleantu (B.Mgt, PFP, CFP). The firm specializes in Mobility Transition Coaching (MT Coaching), providing hourly fee-for-service guidance to individuals and families navigating the complexities of cross-border domicile changes, digital footprint management, and multi-jurisdictional compliance with credit, tax, legal, banking, and insurance regulators in Canada and overseas. Its service is delivered through four interconnected modules: Migration Timeline Planning, Identity and Culture Shock Coaching, Issue Spotting and Digital Footprint Review, and Resources and Recommendations.

The firm's go-to-market is a self-serve, low-friction model: prospective clients book a complimentary 15-minute diagnostic consultation via Calendly on the expat.ca website, after which they engage on an hourly, pay-as-you-go basis. Demand generation is content-led, with a blog covering economic migration, cross-border financial planning, and wealth migration trends, supplemented by a curated news page. The firm explicitly does not sell products, take a transactional approach, or earn commissions; positioning is independent, strategy-first, and outcome-driven. There is no technology platform, no proprietary software, no AI/ML components, and no disclosed funding — the practice is a person-dependent professional services firm.

The customer base consists of individual Canadians with international experience, including geo-scientists (engineers, geologists, geophysicists) who have worked abroad, expatriate families, the 'Next-Pats' generation born or raised abroad, and philanthropically-minded individuals. Clients span from Haida Gwaii to Halifax in Canada and internationally to Ecuador and Indonesia. Headcount is reported in the 11–50 range, though only one coach is named in available data, indicating the firm operates as a small, boutique practice rather than a scalable enterprise.

Name

The Expatriate Group

Legal name

The Expatriate Group Inc.

Website

https://expat.ca

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

The Expatriate Group is a Canadian family-owned coaching practice that provides hourly fee-for-service Mobility Transition Coaching to individuals and families navigating cross-border domicile changes, digital footprint management, and multi-jurisdictional tax and compliance issues across Canada and overseas.

Ownership category

akta.pro rank

Product category

Expatriate financial coaching

NAICS

Vocational Rehabilitation Services (62431)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPACAOAL

Digital Outplacement Platforms & Virtual Career Transition

Business & Public Services/HR, Staffing & Recruitment Services/Outplacement, Career Transition & Workforce Redeployment

SECONDARYHSAKAJAB

Destination Services (Area Orientation, Settling-In)

Home & Personal Services/Moving, Storage & Relocation Services/Corporate & Employee Relocation Management Services

SECONDARYHSAKAJAL

Repatriation & End-of-Assignment Support

Home & Personal Services/Moving, Storage & Relocation Services/Corporate & Employee Relocation Management Services

Keywords

• Mobility transition coaching
• Domicile planning services
• Cross-border financial coaching
• Expatriate relocation advisory
• Intergenerational legacy planning

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Mobility Transition Coaching Services: Hourly fee-for-service coaching. Services are independent, fee-for-service, and strategy-first. They are not transactional or product-driven; instead focusing on issue spotting, mapping options, and guiding decision-making through coaching sessions. The company provides coaching on migration complexities, digital footprint review, and compliance with regulators in Canada and overseas.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The Expatriate Group provides hourly fee-for-service Mobility Transition Coaching (MT Coaching) to individuals and families navigating global mobility and domicile changes. The service is structured around four interconnected modules: Migration Timeline Planning, Identity and Culture Shock Coaching, Issue Spotting and Digital Footprint Review, and Resources and Recommendations. Coaching is independent, strategy-first, and explicitly not transactional or product-driven, focused on spotting compliance issues before irreversible decisions are made.

Product overview

The Expatriate Group offers Mobility Transition Coaching (MT Coaching), a single integrated coaching service delivered through four interconnected modules: Migration Timeline Planning, Identity and Culture Shock Coaching, Issue Spotting and Digital Footprint Review, and Resources and Recommendations. All services are independent, fee-for-service, and strategy-first, designed to guide individuals, families, and professionals through complex financial and domicile transitions before irreversible decisions are made.

Differentiator

Problem solved

Functional benefit

Products and services

• Mobility Transition Coaching (MT Coaching) Hourly fee-for-service coaching that helps individuals and families navigate complexities of global mobility transitions, including issue spotting, compliance guidance, digital footprint review, and decision-making support for domicile changes. The offering is delivered as a single integrated coaching service covering migration timeline planning, identity and culture shock support, issue spotting and digital footprint review, and curated resource recommendations.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Blevins Franks: Specialist expat financial adviser focused on cross-border tax planning, investment, and estate planning for British and European expats. Directly comparable expat-advisory niche with similar fee-for-service orientation.
• Sable International: Provides financial, immigration, and tax advisory services specifically to expats and internationally mobile individuals. Comparable in serving globally mobile clients with cross-border compliance and lifestyle transition needs.
• The Fry Group: International financial adviser for UK expats and British nationals living abroad, providing holistic cross-border financial planning. Directly comparable niche in cross-border advisory for nationals living internationally.
• Holborn Assets: International tax, wealth, and financial advisory firm serving expats globally with multi-jurisdictional planning services. Closely comparable to The Expatriate Group's expat-focused advisory model, though operates at larger scale with licensed-advisor credentials.
• The Sovereign Group: International wealth, tax, and residency advisory firm offering cross-border planning for HNW individuals. Comparable in providing multi-jurisdictional advisory to internationally mobile clients.
• Montfort Group: International wealth management and tax advisory for expats and internationally mobile families. Comparable niche in cross-border wealth advisory for the expat client segment.

Broad incumbents

• Santa Fe Relocation: Global relocation services provider offering destination services, immigration, and mobility support to corporate clients and individuals. Comparable in serving internationally relocating clients but focused on physical/destination services rather than coaching.
• Crown World Mobility: Global mobility services firm providing destination services, immigration, and assignment management for relocating employees. Comparable international transition support, though predominantly B2B corporate mobility rather than individual expat coaching.
• BDO Global Mobility: Global accounting firm's global mobility practice advising employers and individuals on cross-border tax, immigration, and assignment planning. Broader incumbent offering overlapping multi-jurisdictional advisory capability to expat clients.
• KPMG Global Mobility Services: Big-4 global mobility practice providing tax, immigration, and relocation advisory to internationally mobile employees and employers. Broader incumbent offering comparable multi-jurisdictional advisory scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Expatriate Group