A Plan B
Build a second residency option while considering the family, work and financial ties you want to keep in Canada.
CANADA / PANAMA
Residency & departure planningPanama residency.
On your terms.
A second base. A permanent move.
A plan that accounts for both.
Full Panama residency setup and Canadian severance support for entrepreneurs and remote professionals.
Discuss your plansStart with a short enquiry.
Suitable enquiries can book a free 30-minute fit call.
Nate ShantzFounder, Grey River AssociatesTHE OVERVIEW3 min 40 sec
The decisions, the process, and what to consider before you begin.
ONE COORDINATED ENGAGEMENT
Built around your circumstancesPanama residency setup + Canadian severance
01 / YOUR OBJECTIVE
Start with what
you want to change.
A permanent move
Plan for life in Panama, with residency and Canadian departure questions addressed together.
A Panama residence permit and Canadian tax residency are separate matters. The plan starts with your circumstances.
02 / THE ENGAGEMENT
Two jurisdictions.
One coordinated plan.
Residency is one part of the decision. Your home, household and business need to fit into the same picture.
Your position
Clarify your objective, timing and the Canadian ties that need to be considered.
Panama setup
Review the suitable residency route and coordinate the practical requirements for your setup.
Canadian severance
Address departure planning alongside the Panama process, based on your individual circumstances.
The written engagement confirms the route, scope and responsibilities before work begins.
03 / YOUR ADVISER
Nate Shantz
Founder, Grey River Associates
A cross-border decision deserves
a coordinated view.
Grey River advises globally distributed founders and executives on residency, international tax and cross-border coordination.
Yale MBACFA CharterholderADIT
About the practice 04 / THE NEXT STEP
Is this the right
move for you?
Tell us what you are considering, your timing, and whether you are ready to explore the package.
No payment or commitment at this stage. The call is about fit and next steps.
YOUR ENQUIRY IS SAVED
Prepare for the conversation:
Choose my free call time - What would you like to keep in Canada, and what would you like to change?
- What would a practical Panama base look like for your work and household?
- What scope and next steps would you need to see before committing?
Choose an available time on Grey River’s calendar. A call is booked only when Calendly confirms it.
Grey River can review your enquiry and contact you using the email you provided. No call has been booked.
BEFORE YOU BEGIN
Questions
worth asking.
Do I need to be ready to move?
No. A Plan B may be worth planning well before a move. The free fit call is intended for people ready to consider the package and begin the planning engagement within three months. If you are researching for later, submit an enquiry for review.
Does Panama residency end Canadian tax residency?
No. An immigration residence permit and tax residency are different matters. Your Canadian residential ties and individual circumstances need to be reviewed separately.
What does the Panama package cost?
The full Panama residency setup and Canadian severance package is US$20,000. Your written engagement confirms the scope, suitable residency route and responsibilities before work begins.
Can this page confirm that I qualify?
No. Suitable immigration routes depend on your circumstances and current requirements. Eligibility must be reviewed with appropriate licensed counsel.
Is the introductory call free?
Yes. The 30-minute fit call is free for suitable enquiries. It is a conversation about fit and next steps, not a complete legal or tax plan.
What happens after the discovery call?
If there is a fit, the next step is to agree the scope, fees and responsibilities for an engagement. The call does not commit you to a residency application.
YOUR NEXT CHAPTER