"A good resource for financial planning advice on cross-border issues." Saskatoon StarPhoenix
"For a closer look at U.S. Tax and financial-planning nuances and seasonal-residency and red-tape issues, pick up the book." Boston Herald
"Current enough to refer to the Loonie nearing parity with the Greenback and includes tips on road food for your clients who don’t like to fly." Advisor's Edge
"Ritchie’s book should be required reading." Kerby News
"Will definitely appeal to that segment of the Canadian population that travels south regularly. If you are among those people, consider The Canadian Snowbird in America to be required reading." Scene Magazine
About the Author
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.