David and Caroline Webster are semi-retired Canadian medical professionals — a recently retired surgeon and a part-time GP — based in Vancouver. With €12 million accumulated across pensions, property, and equities, they want to spend half the year in Italy without severing their Canadian ties or taking on unnecessary investment risk.
Retirement Italy, Canada 20 May 2026
Italy Investor Visa for Canadians: How Semi-Retired Can Live in Europe Without Leaving Canada Behind
In this case study, David Bell is joined by Michael Maxwell, Partner at Ariete Capital, to walk through exactly how a couple like the Websters could structure their Italian residency — and what it means for their tax position, investment portfolio and lifestyle.
About the contributor
Michael Maxwel
Partner
Ariete Capital
