Sample · Playbook Pack

SA → Canada Financial-Emigration Playbook

A guided, document-by-document checklist that takes you from “thinking about it” to landed — with the tax and money steps in the right order. Updated 2026-06. Phase 1 below is free.

What's inside (5 phases)

1 · Decide & qualifyFree
2 · Tax & money prep🔒
3 · PR application🔒
4 · The move🔒
5 · Landing (first 30 days)🔒

Why get this before calling a specialist

A tax consultant or immigration lawyer can charge $3,000–$10,000+ to handle financial emigration — and you often pay before you even understand what you actually need. This playbook gives you the full sequence first, so you:

✓ Walk into any specialist conversation knowing exactly what to ask and prepare.
✓ Do the steps you can handle yourself — and only pay for the ones you can't.
✓ Avoid the expensive ordering mistakes (touching your RA or moving funds before ceasing tax residency) that specialists can't undo after the fact.

It's not a substitute for advice on your specific situation — it's the map that makes that advice faster, cheaper, and far less stressful.

1 · Decide & qualify

Weeks 1–6

Express Entry is points-based and needs no job offer — but you must prove settlement funds.

1
Build your Express Entry profile & CRS score
DIY — but double-check
Calculate your Comprehensive Ranking System (CRS) score across age, education, language and experience, and compare to recent draw cut-offs.
Why it matters: Only profiles above the draw cut-off get an Invitation to Apply — your score is everything.
⚠ Pitfall: Counting on a self-assessed score without the official language test and credential assessment that actually feed it.
💡 Tip: A second official language (French) can add a large CRS boost via category-based draws.
Official source ↗
2
Sit your language test (IELTS/CELPIP)
Do it yourself
Book an approved English test early; results feed directly into your CRS score.
💡 Tip: Even one band higher can move you above a draw cut-off — it's often worth re-sitting.
3
Get your Educational Credential Assessment (ECA)
Do it yourself
Have your SA qualifications assessed for Canadian equivalence by a designated organisation.
⚠ Pitfall: ECAs take weeks — start this and the language test in parallel, not in sequence.
Official source ↗

Documents to prepare

Passport · Degree certificates & transcripts · Detailed CV · Reference letters

2 · Tax & money prep

Months 1–4

Prove your funds and set up your SA exit so Canada doesn't tax money you already had.

🔒 3 steps — unlock with the Pack

3 · PR application

Months 3–9

After your Invitation to Apply, submit a complete e-APR within the deadline.

🔒 3 steps — unlock with the Pack

4 · The move

Months 6–12

Sequence funds and logistics for a Canadian arrival.

🔒 3 steps — unlock with the Pack

5 · Landing (first 30 days)

Arrival + 30 days

Get registered and operational in Canada fast.

🔒 4 steps — unlock with the Pack

Unlock the full playbook

$49 one-time

All 5 phases, every document checklist, and free updates when the rules change.

Not ready? Join the list instead:

Educational information only — not financial, tax, legal or migration advice. Verify current rules via the official links before acting.