April 13 - 15, 2023

Tax & Asset Protection

Join Us  LIVE  in Orlando, FL

$4,997 USD

Per Ticket

( *Does not include airfare and accommodations )


Coach Roel will be sharing all the secrets of how he successfully structured his cross-border U.S assets and fulfilled his tax obligations. He has done all the work for you, interviewed a lot of tax professionals, and banged his head against the wall so that you can save time. 

His main goal is to give you a structure that is above board and allows you to sleep better at night, knowing that your cross-border assets are protected. It is crucial to get this right the first time around in order to save yourself a lot of frustration down the road.

Did you know that the CRA does not recognize a lot of U.S. entities regardless of their legal status in the U.S.? Most of the research you find online is for U.S. citizens investing in the U.S. He can guarantee you that if you follow those structures (if you’re NOT a U.S. citizen or a green card holder), you’ll have a hard time with the CRA.

In this workshop section, Coach Roel will talk about all the appropriate and relevant U.S. entities and their complex mechanisms for non-US Residents and Canadian Nationals. Again, this module is designed to save you as much time and effort as possible, so you can replicate the system without worrying about the CRA.

Ask any U.S. banker how to get better rates as a non-US/Canadian National and see what they say. They’ll all start by telling you to get a Social Security Number and then slowly build up your business credit. Then, ask them how you can go about getting a Social Security Number and you’ll be met with a blank stare. But what if he told you that there’s a better way around it – build your personal and business U.S. credit profiles – even BEFORE you step onto U.S. soil?

With the strategies he shares in this workshop, you’ll learn how you can build multiple business credit profiles, non-recourse business credit, as well as personal credit all at the same time. It’ll be the fastest way for you to start getting rates similar to a local.

Not many people focus on their legacy when working hard to create a significant cross-border empire. But it is prudent to structure your assets as tax-efficiently as possible from an Estate Planning point of view right from the get-go. 

This section of the workshop is designed to look ahead so that you can pre-plan your U.S empire for the benefit of the next generation. He’ll be sharing a few different models of how the wealthiest of the wealthy structure their assets, taking full advantage of existing U.S laws when they pass on.

There are more than half a dozen visa options for you to choose from. They all have their pros and cons. But if you are planning to stay stateside without worrying about the default time limit of your stay, there are a few that are better than the others. 

He’ll take the guesswork out of the equation with this module, as he has spent a lot of his own money talking to various immigration consultants so that you don’t have to. He’ll discuss several of the most relevant U.S Visa options available to Canadian and other U.S. foreign nationals and which are the best given your requirements.

As Canadians, the CRA requires you to disclose all your worldwide income. Therefore traditional tax havens are out of the question. But very few Canadians realize that if their cross-border assets are appropriately structured, the U.S is quite literally their best tax haven, especially the state of Florida. 

In this module of the workshop, he’ll give you all the secrets he has learned the hard way as a Canadian real estate investor in the U.S. He’ll go over the US-Canada bilateral tax treaty in-depth and teach you how you can leverage that to your advantage–LEGALLY!

Most of the popular advice you have been taught about money and wealth creation are wrong. How does he know this? Because when he was practicing as a  traditional Certified Financial Planner for over 8 years in Canada, he used to perpetuate these myths thinking that he was helping people “pay down their debts” and  “save for retirement”. 

In this module, you will learn why you can’t save your way to wealth, why cash is NOT king, and why traditional retirement is a myth. The truth is, there are several ways to achieve “financial freedom”. And it largely depends on your personal goals and preferences… as well as thinking “outside the box”. 

He will share a few broad-stroke models and you can discuss how to customize your favorite ones with his strategy coaches on-site, so that you too can retire ridiculously early and live your best life now rather than “someday”.

Featured Trainer


Coach Roel is a Canadian Certified Financial Planner who worked in traditional financial planning for over eight years before retiring at the age of 37 through real-estate investing.

He relocated his family from Canada to Orlando in 2017, and since then, he has been an active investor. Besides real estate, he acquired a kitchen and bathroom remodeling business in 2019 and expanded into self-storage facilities in 2020. 

He is also a coach, mentor, and author. His investments have allowed him to retire for the second time in his life, and he wants to share the knowledge with you through this event.


Ask yourself these questions:

  • Have I ever wished to create my cross-border dream lifestyle of having the best of both countries?
  • Do I want to incorporate living cross-border into my regular lifestyle?
  • Do I want to own cross-border properties that pay for my trips?
  • Do I want my cross-border properties to generate income when I am not there?
  • Do I want my cross-border investments to be as tax efficient as possible and grow over time?

If the answer to any of these questions is yes, then this is an event you wouldn’t want to miss out on.

Investing in U.S. real estate, especially in Florida, is a great way to build generational wealth and achieve your cross-border dream lifestyle. After these three days, he can guarantee that he will equip you with all the know-how to achieve this dream.

And Get All These Bonuses

Total Value of Bonuses: $3,488 !



This event is a 3-day live event that will take place in Orlando, Florida.


This event is not a pre-recorded or virtual online event.


This event is very exclusive, with only 24 spots available, for active investors only.


It is not an event for the casual observer.


This event is for serious investors who want to expand into the U.S market.


This event is not a get-rich-quick scheme.


This event is an advanced level course for existing real-estate investors and business owners.


It is not an introductory course on the U.S. real-estate market for one-off property owners.


Dream Lifestyle

Florida is essentially an island connected to the US mainland, and the State represents that laid-back island nature in every way possible. 

The place has a 20℃ average temperature year-round and not one but two oceans within a day’s driving distance from anywhere in the state. It is replete with sun, sand, and palm trees. Two hundred thirty sunny days per year. Golf, tennis, fishing, cycling, anything you can imagine in your dream vacation destination.

Makes Business Sense

The state also personifies the American Dream in economic terms.

  • Florida has no State Income Tax, unlike most other U.S. states.
  • Florida boasts an extremely business-friendly climate.
  • Florida is Canada’s best legal Tax Haven.
  • The Florida property market is hot with endless opportunities.
  • Consistent population growth and one of the world’s top tourist destinations.

Coaching Testimonials

“Roel is not only highly knowledgeable about real estate investing and property management, but also a great mentor. He taught us essential skills in acquiring profitable investment properties–from sourcing and property analysis to due diligence and closing.”
– Kathy Wang
“I don’t have words to express my gratitude for the mentorship I had with Roel. Not only is he knowledgeable, but also knows how to transmit that knowledge to someone else.”
– Alain Karegaya
“My experience with the coaching with Roel Sarmago was invaluable. He was phenomenal! I was provided with direction and guidance to help get me started with my real estate investing business. The regular calls kept me accountable in completing my assigned tasks in order to progress forward. I now have a strong foundation to build upon as I grow my business. I know I would not have progressed as quickly or efficiently without Roel. Thank you for a fabulous experience!”
– Tracy Mettimano

“It took me about 13 weeks for me to realize what Roel had been saying for the start… find money… lol! I’m a slow learner (and not the greatest writer), HOWEVER, I hit my goals, and with Roel’s guidance, I have made some great strides in only a year.”

– Colin Kalverda


Reach out to us directly, and we’ll be happy to answer any more questions you might have regarding the event.