Terry Ritchie

Terry Ritchie Email and Phone Number

VP, Private Wealth Manager, Partner at Cardinal Point Capital Management @ Cardinal Point Wealth Management & Cardinal Point Capital Management
toronto, ontario, canada
Terry Ritchie's Location
Calgary, Alberta, Canada, Canada
Terry Ritchie's Contact Details
About Terry Ritchie

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.

Terry Ritchie's Current Company Details
Cardinal Point Wealth Management & Cardinal Point Capital Management

Cardinal Point Wealth Management & Cardinal Point Capital Management

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VP, Private Wealth Manager, Partner at Cardinal Point Capital Management
toronto, ontario, canada
Website:
cardinalpointwealth.com
Employees:
25
Terry Ritchie Work Experience Details
  • Cardinal Point Wealth Management & Cardinal Point Capital Management
    Vp, Private Wealth Manager, Partner
    Cardinal Point Wealth Management & Cardinal Point Capital Management Apr 2013 - Present
    Calgary, Canada Area
    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 30 years. Terry also provides U.S. and Canadian tax preparation and planning services.
    View
  • Terry F. Ritchie
    Consultant/Private Practice
    Terry F. Ritchie Sep 2012 - Apr 2013
    Calgary, Canada Area
    I primarily provide Canada/US consulting services
  • Transition Financial Advisors Inc.
    Employee
    Transition Financial Advisors Inc. Jul 2006 - Aug 2012
    Phoenix, Arizona Area
  • Royal Bank Of Canada, Global Private Banking
    Senior Manager, International Services
    Royal Bank Of Canada, Global Private Banking Sep 2002 - Mar 2006
    Calgary, Canada Area
    View
  • Kpmg
    Senior Manager, International Executive Services
    Kpmg Feb 2001 - Sep 2002
    Calgary, Canada Area
    View
  • The Cross Border Advisory Group Inc.
    Owner/Private Practice
    The Cross Border Advisory Group Inc. Feb 1999 - Feb 2001
    Calgary, Canada Area
  • Bmo Nesbitt Burns
    National Manager, Estate Planning
    Bmo Nesbitt Burns Feb 1997 - Dec 1998
    Calgary, Canada Area
    View
  • Bmo Nesbitt Burns
    Estate Planning Specialist
    Bmo Nesbitt Burns Nov 1995 - Jan 1997
    Calgary Ab
    View
  • The Ritchie Company
    Private Practice
    The Ritchie Company Oct 1992 - Aug 1995
    Scottsdale, Az
  • Keats, Connelly & Ritchie, Inc.
    Partner/Owner
    Keats, Connelly & Ritchie, Inc. Sep 1990 - Oct 1992
    Phoenix, Arizona Area
  • Terry F. Ritchie, Cfp
    Private Practice
    Terry F. Ritchie, Cfp Oct 1988 - Sep 1990
    Phoenix, Az
  • The Advisors Inc.
    Financial Advisors
    The Advisors Inc. Jan 1983 - Oct 1988
    Phoenix, Arizona Area

Terry Ritchie Skills

Irs Enrolled Agent Registered Financial Planner Trust And Estate Practitioner Estate Planning Investments Financial Advisory Wealth Wealth Management Services Tax Financial Planners Income Tax International Tax Public Speaking High Net Worth Individuals Tax Preparation Personal Financial Planning

Terry Ritchie Education Details

Frequently Asked Questions about Terry Ritchie

What company does Terry Ritchie work for?

Terry Ritchie works for Cardinal Point Wealth Management & Cardinal Point Capital Management

What is Terry Ritchie's role at the current company?

Terry Ritchie's current role is VP, Private Wealth Manager, Partner at Cardinal Point Capital Management.

What is Terry Ritchie's email address?

Terry Ritchie's email address is te****@****ial.com

What is Terry Ritchie's direct phone number?

Terry Ritchie's direct phone number is +140347*****

What schools did Terry Ritchie attend?

Terry Ritchie attended Arizona State University, Arizona State University.

What skills is Terry Ritchie known for?

Terry Ritchie has skills like Irs Enrolled Agent, Registered Financial Planner, Trust And Estate Practitioner, Estate Planning, Investments, Financial Advisory, Wealth, Wealth Management Services, Tax, Financial Planners, Income Tax, International Tax.

Who are Terry Ritchie's colleagues?

Terry Ritchie's colleagues are Matthew Bacchiochi, Cfa, Cfp, Tep, Jennifer Strymecki, Cfp®, Jason Dubbeldam, Jeremy Kralt, Garth D. Mcintosh, Chase Ritchie, Spencer Tilley, Cfp, R.f.p., Cfa.

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