TN
That U.S. opportunity is worth a conversation. Explore professional work through the TN pathway.
Highlands applicants may be moving an established work relationship, changing a corporate operation or reaching an immigrant petition decision. Preparation should identify the actual event and what remains to be established. Familiarity and progress do not automatically provide the next permission. A first review names the actual event, then asks what document proves it: a signed US engagement rather than a familiar client relationship, a post-transaction share register rather than an old chart, a conditional-residence card rather than a petition approval notice. Gather those records before the first conversation.
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Explore TN, L-1A, L-1B, E-2, EB-5 and Gold Card through illustrative planning decisions. These examples do not imply local applicant prevalence or geographic differences in US eligibility. Each route turns on a condition the review isolates: citizenship and the health-care or credential requirement for a TN professional, a documented continuous year abroad and two trading companies for L-1, at least half Canadian ownership with committed funds for E-2, ten qualifying jobs for EB-5, and the official Gold Card terms re-verified before money moves.
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Separate prior Canadian work from current permission.

Past work from Canada is not US authorization. A historic chart may no longer show the qualifying group. An owner’s draw is not the enterprise’s entire economic record, and petition approval is distinct from conditional residence. Family facts follow the same discipline: a Canadian citizen applies at the port of entry, a permanent-resident spouse needs a consular TD visa, a TD dependant cannot work, and the investor’s own family cannot fill the ten EB-5 jobs. Each is decided by a passport, a certificate or a payroll record.
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State the work location, transaction, financial decision or case event. Give the change a date and a document version, because a plan amended in March and a plan circulated in June are different exhibits and reviewers compare them line by line.
Use current records while preserving accurate history. Keep the superseded version in the file rather than deleting it, with a note saying what replaced it and when, so an old copy surfacing later does not read as a contradiction.
Separate established facts from requirements still outstanding. Write outstanding conditions as a dated list with an owner beside each one, since a requirement waiting on a landlord behaves differently from one waiting on a signature you control.
Use actual permission, residence dates and official deadlines. Calculate the next date from the document that governs it, such as an admission stamp, an approval notice or a residence anniversary, and record which document each date came from.
A clear plan uses current facts while preserving an accurate history. Identify the actual business, financial and immigration milestones before making the next work or family commitment. Sequence the deciding step first: reconstruct the travel history before choosing the qualifying year, start health-care worker certification before agreeing a start date, confirm the cap table before signing a purchase. Doing so keeps every later document consistent with a fact that is already settled.
Find your pathwayBring the relevant records and preserve them through any adviser handover. Confirm professional scope and charges. A private agreement should not be treated as a government restart, extension or approval. The first consultation ends with a written inventory of what existing records already prove, what still needs a document, and what the current facts cannot support. Those conclusions are stated plainly, and neither a private fee nor a new adviser changes a government criterion or restarts a deadline.
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Review the proposed US engagement and applicable permission.
No universal secrecy requirement applies; assess the actual knowledge and assignment.
Read the enterprise’s full economic evidence under the applicable framework.
The usual window follows the second conditional-residence anniversary, not petition approval.
Generally yes. TD eligibility does not require Canadian citizenship, but a dependant who is not a Canadian citizen usually must obtain a TD visa at a US consulate before travelling, while a Canadian-citizen child can apply at the border. Sequence the consular appointment before the principal’s start date.
No. The ten full-time positions must go to qualifying US workers, and the investor, spouse and children are excluded. Part-time positions do not count either. If a family-run business cannot credibly reach ten qualifying jobs, direct EB-5 is not supported on those facts, whatever the capital available.
Not automatically. L-1 depends on a continuing qualifying relationship between the foreign employer and the US entity, and a sale that ends the parent, branch, subsidiary or affiliate link removes the basis for the status. A change in ownership that is material to the petition usually calls for an amended or new petition. Establish where the relationship stands before closing rather than at the next extension.
Not if the profession changes. TN permission rests on the listed profession and duties described in the letter that supported admission, together with that profession's own degree, licence or experience rule. Different professional work needs an approved I-129 or, for a Canadian citizen, a fresh admission at a port of entry with an updated letter. Even within the same profession, a material change in duties or other employment terms requires a fresh assessment and may require an amended I-129 or new admission; only non-material changes can simply be documented.
Editorial source review: 2026-09-07.
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