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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.

  • October 30, 2014 October 31, 2019
  • 09:15

Terry Ritchie, director of Cross-Border Wealth Services with Cardinal Point Wealth Management, explains why it's important for snowbirds to keep count of their days in the U.S., particularly now that Canada and the U.S. are sharing more travel information on each other's citizens.

  • October 20, 2014 October 31, 2019
  • 18:20

Terry Ritchie, cross-border tax and estate planning expert, discusses how Americans living in Canada could be hit by a 3.8% surtax on passive income brought in under recent U.S. health care legislation. He spoke to Rudy Mezzetta, reporter with Investment Executive at the TMX Broadcast Centre in Toronto.

  • March 26, 2013 October 31, 2019
  • 14:50

Terry Ritchie, a registered financial planner and cross-border tax and estate specialist, explains the impact of U.S. Passive Foreign Investment Company tax rules on U.S. citizens resident in Canada who hold Canadian mutual funds or ETFs. He spoke with Rudy Mezzetta, reporter with Investment Executive, athe TMX Broadcast Centre in Toronto.

  • March 15, 2013 December 15, 2017
  • 11:15

Terry Ritchie, a registered financial planner and a cross-border tax and estate specialist, discusses U.S. estate planning issues for Canadians with property in the U.S. He spoke to Rudy Mezzetta, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.

  • March 12, 2013 October 31, 2019
  • 17:30

  • September 24, 2009 October 31, 2019
  • 15:40

  • July 29, 2009 October 31, 2019
  • 14:44

  • June 16, 2009 December 15, 2017
  • 10:19