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Terry Ritchie featured in article, “Could cross-border partnerships be the key to serving ex-pat clients?”

December 10, 2019 By Cardinal Point Wealth

In today’s increasingly mobile society, it’s not that unusual for people to give up residency in their nation of birth in order to work or retire in another country. In fact, according to the United Nations Department of Economic and Social Affairs, there were an estimated 271,642,105 ex-pats around the world in 2019. But what does this globetrotting mean for the financial professionals who advise them?

From obtaining multi-country licensing and registration to referral partnerships and carefully choosing the services they offer, some financial providers have found ways to continue serving their ex-pat clients. In this article from The Globe and Mail, several of these professionals share their strategies. Read the full story

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Filed Under: Articles Tagged With: american expats in canada, canadian expats, cross-border expats

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"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.