The Canadian Snowbird in America

Terry F. Ritchie is a financial advisor well versed in addressing snowbird issues. A resident of Canada and the U.S., he is the only financial advisor to hold the Canadian Registered Financial Planner (RFP), U.S. Certified Financial Planner (CFP) designations and to be enrolled to practise before the U.S. Internal Revenue Service (IRS) as an Enrolled Agent (EA). He is a partner in the firm of Transition Financial Advisors with offices in Canada and the U.S.