Read it.
Use it.
Focused guides for the questions that need more than a quick answer. Each includes a worksheet to prepare your next conversation.
Guides for your next decision.
Build a TN employer evidence brief before drafting the letter
Read & prepare Applicant planningKeep an L-1A new-office record from approval to extension
Read & prepare Applicant planningCompare the E-2 evidence for a startup and a business purchase
Read & prepare U.S. destination planningCanadian RN planning for New York State
Read & prepare U.S. destination planningCanadian RN planning for California
Read & prepareSeven decisions, answered before you prepare.
Reconcile the staffing offer with the customer assignment
A North Hatley applicant should present the actual professional engagement consistently across documents issued by different organizations. The useful deliverable is a document map showing the claim, its issuer, the date and the record that independently confirms it. That map lets the applicant decide whether the existing file is ready for a Canadian admission request, whether an employer-filed I-129 is more suitable, or whether a missing credential or duty clarification should be resolved before either step.
WHAT THIS GUIDE COVERS
- Map who supplies each fact
- Attach the applicant’s independent qualifications
- Write the consulting letter as a project, not a job
Start with citizenship before choosing the US employment route
Living in North Hatley as a Canadian permanent resident does not itself establish TN citizenship or E-2 treaty eligibility. A Mexican citizen living in Canada as a permanent resident must decide where the TN case will be examined, because the answer is not the land border. Mexican citizens obtain a TN visa at a consulate before travelling, so the timeline runs from the interview date, and the employer’s start date has to be set accordingly.
WHAT THIS GUIDE COVERS
- Use the applicant’s actual passport position
- Compare the genuine employment or immigrant facts
- Route the Mexican citizen’s TN through the consulate
- Keep the two residences from confusing the file
Separate equipment financing from qualifying E-2 capital
For a North Hatley investor, the financed purchase price needs explanation rather than automatic inclusion in a single capital total. A usable review ends with a source-and-commitment schedule: what the applicant owns, how each amount travelled, what agreement put it beyond the applicant’s unrestricted reach, and what the business received. The immediate decision is whether to close, use a properly conditioned escrow, or wait until the documents can prove a real exposure to loss without misdescribing unfinished financing.
WHAT THIS GUIDE COVERS
- Reconstruct the transaction in real terms
- Assess the business beyond the invoice
Plan a transfer without leaving the operating work unexplained
A North Hatley business preparing a US launch should describe how the Canadian operation continues and how the new US duties will be supported. The first review should generate a first-year evidence calendar: the foreign employment dates, ownership proof, premises date, opening expenses, planned hires, monthly operating records and extension deadline. The immediate decision is whether the enterprise can support the stated L-1 role within that year or whether filing should wait until the premises, funding and operating plan reflect the position that will actually exist.
WHAT THIS GUIDE COVERS
- Show continuity and the qualifying history
- Use the actual age of US operations
Compare an employee transfer with the financed acquisition
For a North Hatley household, the right comparison depends on the actual corporate and investment arrangements rather than the cheapest-looking preliminary budget. A sound comparison begins with two separate evidence lists rather than a blended story. One list tests the qualifying corporate relationship, the employee’s foreign service and the proposed L-1 role; the other tests treaty nationality, ownership, lawful funds and the E-2 enterprise. The practical decision is which route’s required facts already exist and which route would demand a business restructuring or financial commitment the household does not actually intend.
WHAT THIS GUIDE COVERS
- Test the employment account
- Test the investment account
Give each family member a separate permission and payment record
North Hatley families should distinguish a shared move plan from the legal status, work rights and charges of each included person. The decision for an academic household is whether the accompanying spouse will only study, which a dependant status allows, or will also be paid by the institution, which it does not. That answer determines whether the spouse needs a classification of their own before the first paycheque, not after.
WHAT THIS GUIDE COVERS
- Describe the actual work before accepting it
- Separate derivatives from new principals
- Separate studying from earning on a dependant status
- Records to gather for the spouse’s own case
Compare the evidence of an allocation with the evidence of a payment
A North Hatley investor should identify what each record proves before treating a project spreadsheet or completed transfer as an immigration outcome. The first review should produce two separate checklists. EB-5 needs evidence for the lawful source and path of capital, its at-risk placement, the required job creation and the conditional-residence sequence. Gold Card needs an underlying EB-1 or EB-2 eligibility analysis, the official payment instruction and the applicable admissibility and availability review. The immediate decision is whether either route is actually open before funds are committed.
WHAT THIS GUIDE COVERS
- Follow an EB-5 job from model to individual case
- Follow a Gold Card instruction to its actual stage
- Maintain a separate residence calendar