Cardinal Point Wealth Management Inc. has appointment Terry Ritchie as the firm’s director for cross-border wealth services.
“Terry brings a very specialized set of skills to our firm,” says James Sheldon, CEO of Cardinal Point. “There are very few individuals in our industry with his cross-border financial planning knowledge and experience.”
Ritchie, whose wealth management career spans 25 years, specializes in the areas of financial, investment, tax and estate planning and has been assisting affluent individuals and families with their Canada-U.S. cross-border financial planning complexities.
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