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ONE DECISION AT A TIME

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.

FIELD GUIDES · WESTMOUNT

Seven decisions, answered before you prepare.

01

Showing a licence is current when the new certificate has not arrived

A renewal has been processed, but the printed certificate has not arrived and the copy in the file shows an expiry date that has already passed. Before travelling or filing, separate two questions: what the regulator's record says about your registration today, and what the paper in your hand says. Decide with the person reviewing the file which evidence answers the first question.

WHAT THIS GUIDE COVERS

  • Ask what the regulator's record actually shows
  • Do not assume time to cure a lapse
  • Sort language from origin before ordering translations

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02

When the offered role is not on the TN profession list

You hold Canadian permanent residence and have an offer for professional work in the United States, but the role does not correspond to a listed TN profession. Two separate facts are in play: the citizenship the category requires, and the fixed list of professions it covers. Strong qualifications cannot add an entry to that list, so prepare both questions for review rather than merging them.

WHAT THIS GUIDE COVERS

  • Take the two obstacles separately
  • Describe the duties instead of relabelling the job
  • Bring the facts other categories examine

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03

Recording a purchase payment that goes to the seller personally

You already own an operating business, and the next payment under the purchase agreement is payable to the seller rather than into the company's account. That raises a question about the agreement and the path of the funds, not a conclusion that the money is irrelevant. Establish who is owed, for what, under which clause, and how the payment relates to the enterprise being acquired.

WHAT THIS GUIDE COVERS

  • Read the payee clause with the transaction documents
  • Show the path, not only the balance
  • Explain the enterprise the payments create

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04

An organization chart that shows staff who have not been hired

A draft chart for the new U.S. operation shows named boxes for people who are still prospects, for offers not yet accepted, and for roles that exist only in the plan. Before anything is filed, mark each position by its real state today and by the evidence behind it. A chart that reads as current staffing when it is a hiring plan misdescribes the business it is meant to explain.

WHAT THIS GUIDE COVERS

  • Label every box by its current state
  • Attach dates and money to the planned roles
  • Prepare for what the first year will show

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05

When the offer changes from investor to technical specialist

The early plan described you as an investor who would develop and direct a business; the company now proposes a specialized technical role instead. That is a different set of facts, not a change of wording. Rebuild the description around what you would actually do and own, then ask how the E and L frameworks treat those facts before any document is redrafted.

WHAT THIS GUIDE COVERS

  • Separate the investor role from an employee role
  • Test an L-1B theory on actual knowledge
  • Update the file rather than layering it

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06

Remote work for a Canadian employer after a move on TD status

One spouse would accept a U.S. position while the other hopes to keep working for a Canadian company from the new home. Where the employer sits, and where the payroll is run, is not by itself the answer to whether that work is authorized. Prepare an accurate description of the activity and have it reviewed before anyone resigns, signs or commits to a start date.

WHAT THIS GUIDE COVERS

  • Write down the activity, not the payroll address
  • Check which status the spouse would actually hold
  • Handle unpaid and in-between activity carefully

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07

Refreshing an older source-of-funds file without rewriting the past

A source-of-funds file assembled years ago shows amounts in a former currency, banks since renamed, and accounts that no longer exist. Update the trail forward without altering the historical records themselves. Those statements are evidence of what happened then; the new work is to explain, with dates and supporting documents, how the holdings they describe became the accounts you hold today.

WHAT THIS GUIDE COVERS

  • Keep historical documents exactly as issued
  • Keep identity continuous across the years
  • Ask what the updated file must prove

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