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

U.S., Canada now tracking snowbirds more closely

  • 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
Home Building Your Business Financial Planning U.S., Canada now tracking snowbirds more closely

U.S., Canada now tracking snowbirds more closely

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.

  • By: Terry Ritchie
  • October 20, 2014 October 31, 2019
  • 18:20
  • 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. expatriation and your dual citizen clients

  • Keywords
  • Cross-border financial planning,
  •  
  • Snowbirds
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.

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

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

Take a generation-specific approach to financial planning: KPMG

43% of Canadians found it hard to see the value of a financial plan: KPMG

  • By: Jonathan Got
  • October 8, 2025 October 8, 2025
  • 07:00

Advising a client in a new relationship

Pay attention to financial compatibility, debt and spousal definitions

  • By: Jonathan Got
  • August 21, 2025 August 21, 2025
  • 14:31

Today's top stories

Shadow banks outrunning banks’ growth: FSB

Regulators lack data on private credit, report notes

  • By: James Langton
  • December 16, 2025 December 16, 2025
  • 16:15

FCA consults on crypto rules

U.K. regulator's proposals aim to support innovation while protecting consumers

  • By: James Langton
  • December 16, 2025 December 16, 2025
  • 16:07

Bank of Canada inflation target won’t change in 2026 mandate review: Macklem

Central bank governor also touches on role in regulating stablecoins

  • By: Craig Lord, The Canadian Press
  • December 16, 2025 December 16, 2025
  • 14:31

Canada’s sector outlooks grim, amid headwinds: Fitch

Widespread downgrades not forecast, as companies have buffers

  • By: James Langton
  • December 16, 2025 December 16, 2025
  • 12:48
  • 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 >>