Financial Planning

Tax and estate planning for your American clients

Interview of Terry Ritchie |

Terry Ritchie, a Certified Financial Planner and partner with Transition Financial Advisors Group Inc., based in Calgary and Phoenix, Ariz., discusses the major issues to consider when advising clients who hold U.S citizenship. He spoke at the TSX Broadcast Centre in Toronto. Part 1 of a 2-part series on cross border financial planning issues.