Terry Ritchie
wealth managerMale0.0Global Dominance: 0.00%
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 news mentions
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.
U.S. bill to extend Canadian snowbirds’ visa-free stays could pose tax, financial hurdles, experts warnThe Globe and Mail·
Canada· 2025-05-13
Canada· 2025-05-13
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.
Snowbirds, don’t run afoul of 2025 tax rulesThe Globe and Mail·Canada· 2025-04-14
Canada· 2025-04-14
