Listen for the family’s goal.
A client may want permanent residence, a longer-term US family plan or clarity beyond a snowbird lifestyle. An introduction can begin before they have chosen an investment route.
A thoughtful introduction
Help clients explore
their next chapter.
When a Canadian client asks about living in the United States, connect them with a team that can organize the EB-5 investment conversation and respect the role of their existing advisers.
Professional introductions
A clear route.
A considered handoff.
We welcome enquiries from Canadian immigration attorneys, financial advisers and other trusted professionals serving internationally minded families.
Share only what is needed.
Ask the client’s permission before providing their contact details. Introduce their broad goals rather than sending account statements, identity documents or a private financial file.
Let us screen the enquiry.
Choose Professional referral in the consultation form. Our enquiry administrators review the request before arranging an investment discussion with the appropriate person.
Preserve the
professional relationship.
For lawyers and financial advisers, the introduction can complement the advice you already provide. New World Ventures supports the investment conversation; licensed US counsel assesses immigration strategy and qualified tax advisers handle cross-border tax issues.
Professionals in luxury automotive, property and retail can also recognize a client’s interest and make a permission-based introduction. The client should receive specialist advice before deciding what route fits.
Meet the people behind the conversation ↗Keep the introduction factual.
Do not promise a green card, a return or a completion date. Sharing general information is different from recommending or selling an investment. Discuss any proposed commercial referral arrangement separately; no referral fee or compensation is promised by this page.
Include your name, professional role and preferred contact details in the enquiry. Public questions can also be sent to [email protected].
Start a professional referral or review our investment-guidance approach.
Free initial consultation
A clear first conversation.
Tell us about your goals, the family you are planning for and the questions you need answered.