Terry Ritchie Email & Phone Number

Terry has been practicing in the areas of financial, investment, tax and estate planning for over 30 years in Canada and the United States. Terry is uniquely qualified to deal with financial matters of Canadians and Americans in either country. He has consulted on behalf of individuals, major corporations, various legal and financial professionals and professional athletes on either side of the border.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 served on the Editorial Board of STEP Inside and is currently on the Editorial Board of The Advisors Edge magazine.He has also been a featured speaker on various Canada and US financial, tax and estate planning matters at National, Local and Advanced planning conferences on behalf of The Canadian Association of Financial Planners, Advocis, The Institute of Advanced Financial Planners (RFPs Canada), The Canadian Association of Life Underwriters (CALU Canada), The Canadian Institute of Financial Planners (ICFP Canada) Society of Trust and Estate Practitioners (STEP Canada), Federated Press, The National Association of Personal Financial Advisors (NAPFA - US) and The Financial Planning Association (FPA – US)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.

Listed skills include Irs Enrolled Agent, Registered Financial Planner, Trust And Estate Practitioner, Estate Planning, and 12 others.