Cardinal Point Wealth Management

Specialties

Cardinal Point is an independent Canada-U.S. cross-​border wealth management organization. We focus on providing personalized investment, financial planning, and cross-​border solutions to families, individuals, and related institutions.

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Meet the Manager

Terry R.

Manager

Terry Ritchie is the Director of Cross-​Border Wealth Services. 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 25 years. Terry also provides U.S. and Canadian tax preparation and planning services. He has consulted on behalf of individuals, major corporations, various legal and financial professionals and professional athletes throughout Canada and the U.S. Terry’s clients are generally high net worth individuals who require very unique and specialized cross-​border planning advice. Terry holds a Bachelor of Science Degree in Finance from Arizona State University. He is a Registered Financial Planner (RFP) in Canada and is enrolled to practice before the U.S. Internal Revenue Service (IRS) as an Enrolled Agent (EA).