Terry Ritchie

Terry Ritchie

wealth manager Canada

Terry Ritchie is a senior director and private wealth manager with Cardinal Point Wealth Management ULC in Calgary, recognized for his insights into the tax implications of selling U.S. property for Canadian residents, especially in light of the complexities introduced by the IRS and CRA.

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Recent Mentions

Canada Canada: Terry Ritchie, a senior director and private wealth manager with Cardinal Point Wealth Management ULC, said such legislation has largely failed because they don’t meaningfully address the tax complications. 5

The Globe and Mail: U.S. bill to extend Canadian snowbirds’ visa-free stays could pose tax, financial hurdles, experts warn

Canada Canada: Terry Ritchie, senior director and private wealth manager with Cardinal Point Wealth Management ULC in Calgary, advises Canadian sellers to be proactive and expect delays of months or longer. 6

The Globe and Mail: Snowbirds, don’t run afoul of 2025 tax rules