Terry Ritchie, director of cross-border wealth services at Cardinal Point Capital Management Inc. in Calgary, is one of those advisors. He’s licensed and registered to manage money both in Canada and the U.S. and he’s an enrolled agent with the Internal Revenue Service. The implementation of a proper investment and financial plan requires thoughtful analysis that protects your estate while living abroad but offers the flexibility if and when you were to return home to Canada or the United States. Read More: https://pipocadebits.com/terry-ritchie-featured-in-article-could-cross-border-partnerships-be-the-key-to-serving-ex-pat-clients/