Skip to Content
↵ENTER
Skip to Menu
↵ENTER
Skip to Footer
↵ENTER
  • CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

U.S. expatriation and your dual citizen clients

  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
    • Events
Home Building Your Business Financial Planning U.S. expatriation and your dual citizen clients

U.S. expatriation and your dual citizen clients

U.S. expatriation is on the rise, but remains a complex and difficult process. Terry Ritchie, director of cross-border wealth services with Cardinal Point Wealth Management in Toronto, discusses the ins and outs of relinquishing U.S. citizenship.

  • By: Terry Ritchie
  • October 30, 2014 October 31, 2019
  • 09:15
  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
Terry Ritchie
  • Related news

  • Future of U.S. estate tax in doubt

  • How the U.S. election outcome may impact your American clients

  • U.S., Canada now tracking snowbirds more closely

  • Keywords
  • Cross-border financial planning
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Subscribe

Tools

Webinars

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios Two men in front of a mountain and forest landscape.

    Federal Budget 2025: Webinar with Jamie Golombek

    Federal Budget 2025: Webinar with Jamie Golombek Parliament building and Canadian flag.
CE Corner For Your Clients Events

Latest news In Financial Planning

The retirement planning gap

Retirement is a behavioural challenge as much as a financial one — 5 ways you can help

  • By: Coreen Sol
  • April 6, 2026 April 3, 2026
  • 01:25

Health-care budgeting for longevity

Don’t think about care costs as a single number — plan for ranges that evolve over time

  • By: Neela White
  • January 23, 2026 January 23, 2026
  • 11:17

Securing financial independence for Canadians with disabilities

Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key

  • By: Alyssa Mitha
  • December 5, 2025 December 5, 2025
  • 09:59

test

  • October 21, 2025 October 20, 2025
  • 13:02

Today's top stories

The illustration standard we promised in 1996

The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it...

  • By: Jeff Cait
  • April 14, 2026 April 14, 2026
  • 10:18

Same office, new sign

Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office

  • By: Harvey Naglie
  • April 14, 2026 April 14, 2026
  • 09:31

Private credit recap: Asset managers respond to elevated redemption requests

Investors are looking to exit from funds in droves during "a period of heightened negative sentiment"

  • By: Noushin Ziafati
  • April 14, 2026 April 14, 2026
  • 13:59

What a difference a Middle East war makes

Investors had expected oil to bottom out around US$60 a barrel this year — now the war in Iran is expected to have a lasting...

  • By: Rudy Luukko
  • April 13, 2026 April 13, 2026
  • 14:01
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Newspaper newspaper image Investment Executive November 2025 final cover
  • Free Subscription
  • Investment Executive - Our sister brands Investment Executive - Our sister brands
  • Finance Investissement Finance Investissement
  • Advisor.ca Advisor.ca
  • Conseiller.ca Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • AI Policy
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>