Cardinal Point Wealth Management

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Terry Ritchie featured in the Globe and Mail: Foreign Exchange

October 24, 2018 By Cardinal Point Wealth

Terry Ritchie gives his insights and tips when dealing with foreign exchange options.

From the Globe and Mail article:

“I’m not a big fan of the banks,” said Terry Ritchie, a financial adviser who works both sides of the Canada-U.S. border. “They’re great for convenience. But if you can take the time and wait a day or two, there are better bets.”

Read the article here

Filed Under: Articles, Canadian Snowbirds Tagged With: canada us cross border tax, Foreign Exchange, Terry Ritchie

Part 2: Preparing to Exit the United States for Canada?

October 10, 2011 By Cardinal Point Wealth

In Part 2 of his series for the Canadian Expat Network, John McCord discusses deferred compensation arrangements and currency conversion. The article looks at how to mitigate higher tax rates and the risks of double taxation for U.S.-based deferred compensation plans that are payable to individuals who are moving to or returning to Canada. McCord also addresses different strategies for currency conversion and the management of currency risk.

Filed Under: Articles, Canada-U.S. Financial Planning Articles, Cross-border Transition Planning, news Tagged With: Canada-U.S. financial planning, Foreign Exchange, Moving to Canada from U.S., Transition Planning

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“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US 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 Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.