Terry Ritchie

Terry Ritchie, RFP, TEP, EA, is a well-established Canada–U.S. cross-border financial-planning specialist, serving as Senior Director and Private Wealth Manager at Cardinal Point Wealth Management with over 25 years of experience. He co-authored three books, including The Canadian in America and The American in Canada, and is a frequent commentator in The Globe and Mail, on CBC Radio, and on BNN. A repeat guest on the podcast, he has discussed Canada–U.S. cross-border tax and financial planning.