Terry Ritchie Email & Phone Number
VP, Private Wealth Manager, Partner @ Cardinal Point Capital Management, ULC
Terry Ritchie Location
Calgary, AB, CA
Terry Ritchie Work
- 2013 - now VP, Private Wealth Manager, Partner @ Cardinal Point Capital Management, ULC
- 2012 - 2013 Consultant and Private Practice @ Terry F. Ritchie
- 2006 - 2012 Employee @ Transition Financial Advisors Group
- 2002 - 2006 Senior Manager, International Services @ RBC
- 2001 - 2002 Senior Manager, International Executive Services @ KPMG
- 1999 - 2001 Owner and Private Practice @ The Cross Border Advisory Group Inc.
- 1997 - 1998 National Manager, Estate Planning @ BMO Nesbitt Burns
- 1995 - 1997 Estate Planning Specialist @ BMO Nesbitt Burns
- 1992 - 1995 Private Practice @ The Ritchie Company
- 1990 - 1992 Partner and Owner @ Keats, Connelly & Ritchie, Inc.
Terry Ritchie Education
- Arizona State University
Bachelor of Applied Science (B.A.Sc.) (Finance, General)
1983 - 1985 - Arizona State University
Bachelor's degree in Finance (Accounting and Finance)
Terry Ritchie Skills
- IRS Enrolled Agent
- Registered Financial Planner (Canada)
- Trust & Estate Practitioner (TEP)
- Estate Planning
- Investments
- Financial Advisory
- Wealth
- Wealth Management Services
- Tax
- Financial Planners
Terry Ritchie Summary
Terry Ritchie, based in Calgary, AB, CA, is currently a VP, Private Wealth Manager, Partner at Cardinal Point Wealth Management & Cardinal Point Capital Management. Terry Ritchie brings experience from previous roles at Terry F. Ritchie, Transition Financial Advisors Inc., Royal Bank of Canada, Global Private Banking and KPMG. Terry Ritchie holds a 1983 - 1985 Bachelor of Applied Science (B.A.Sc.) in Finance, General @ Arizona State University. With a robust skill set that includes IRS Enrolled Agent, Registered Financial Planner (Canada), Trust & Estate Practitioner (TEP), Estate Planning, Investments and more. Terry Ritchie has 4 emails and 4 mobile phone numbers on RocketReach.
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