For a U.S. citizen living in Canada, it can be difficult to navigate the ongoing and unique investment, tax and estate planning complexities. Terry Ritchie and his team at Cardinal Point Wealth provides answers and the following services:
- Integrated portfolio management for Canadian and U.S. investment accounts
- Canada-U.S. financial and retirement planning
- Canada and U.S. tax preparation
- Cross-border tax planning strategies, including annual foreign account disclosure filings
- Canada-U.S. Tax Treaty advice to avoid double taxation
- Guidance on retirement benefits, such as CPP, OAS, Social Security and Medicare
- U.S. gift and estate planning strategies
- Canadian and U.S. stock option and company bonus plan advice
- Health, life, disability, long-term care, business and property insurance review
About Terry Ritchie, Cross-Border Financial Planning Expert
Terry Ritchie is a Canada-U.S. cross-border financial and tax advisor who specializes in working with U.S. citizens living in Canada, Canadians living in the U.S., and expatriates living abroad. He has been practicing in the areas of cross-border financial, investment, tax and estate planning for over 25 years and has been featured in The Globe and Mail, The National Post, The Advisor’s Edge, Investment Executive, CBC Radio, CTV and The Business News Network. Terry serves on the editorial board of The Advisor’s Edge magazine and previously served on the editorial board for the STEP Journal in Canada. Terry is the best-selling co-author of The Canadian in America, The Canadian Snowbird in America and The American in Canada.
Featured Terry Ritchie Video: Investment Basics for Americans Living in Canada
Featured Articles
FACTA Tax Evasion Law: What You Need to Know
The Foreign Account Tax Compliance Act (FATCA) has now been in force for about a year now. Its goal: to prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside the United States…[Read More…]
9 Essential Elements of Cross-Border Transition Planning
“How do I move my financial life to another country?” It’s a question we hear from many clients as they begin making a cross-border transition. Whether you are making the move to the U.S. or Canada, you want to transition your finances smoothly and seamlessly…[Read More…]
Options for your CAD Non-registered assets when moving to and/or living in the U.S
Terry Ritchie, Director of Cross-Border Wealth Services, was recently featured in an article from Advisor.ca looks at how a recent ruling from the U.S. Supreme Court opened the door to new planning options for same-sex partners with ties to the U.S…[Read More…]
Need Questions Answered? Contact Us
Cardinal Point Capital Management Inc.
Calgary Office
160 Quarry Park Blvd. SE, Suite 300
Calgary, AB T2C3G3
Toll Free: 1-866-213-2036
Office: 403-257-4488
Fax: 403-770-8604
Vancouver Office
666 Burrard Street, Suite 500
Vancouver, BC V6C 3P6
Toll Free: 1-866-213-2036
Office: 604-630-8701
Fax: 604-630-2471