Terry Ritchie, Director of Cross-Border Wealth Services

Terry Ritchie is the Director of Cross-Border Wealth Services. Terry provides comprehensive Canada – U.S. wealth management solutions for Canadian citizens or residents living in or relocating to the U.S. or U.S. citizens or residents living in or relocating to Canada. He has been practicing in the areas of financial, investment, tax and estate planning for over 25 years. Terry also provides U.S. and Canadian tax preparation and planning services. He has consulted on behalf of individuals, major corporations, various legal and financial professionals and professional athletes throughout Canada and the U.S. Terry’s clients are generally high net worth individuals who require very unique and specialized cross-border planning advice. Terry holds a Bachelor of Science Degree in Finance from Arizona State University. He is a Registered Financial Planner (RFP) in Canada and is enrolled to practice before the U.S. Internal Revenue Service (IRS) as an Enrolled Agent (EA). Terry is also a Trust and Estate Practitioner (TEP). Terry is active as an author, speaker and educator on international financial, tax and estate planning matters. His writings have appeared in national magazines, professional journals, internet websites and major newspapers in both Canada and the United States. He has been interviewed and featured in The Globe and Mail, The National Post, The Advisors Edge, Investment Executive, CBC Radio, CTV and The Business News Network. Terry serves on the Editorial Board of The Advisors Edge magazine and previously served on the Editorial Board for the STEP Journal in Canada. Terry is also the best-selling co-author of The Canadian in America, The Canadian Snowbird in America and The American in Canada, all published by ECW Press Canada.


Video: Terry Ritchie, Cross Border Specialist, on IETV


Terry Ritchie is active as an author, speaker and educator on international tax and financial planning matters. Read some of his articles by clicking here.

Terry Ritchie is the Director of Cross-Border Wealth Services at the Cardinal Point, a cross-border wealth management organization with offices in the United States and Canada.  Terry has been providing Canada-U.S. cross-border financial, investment, tax, transition, and estate planning services to affluent families for over 25 years.

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