Brian Wruk and Terry F. Ritchie
Specializing in Canadian residents making the transition to the US or buying property there, both Terry F. Ritchie, CFP®(US), RFP, EA (US), TEP and Brian Wruk, MBA, CFP®(US), CFP®(Canada), TEP, are financial advisors specializing in Canada/US financial, tax and estate planning matters. They are authors, speakers and educators and their writings have appeared in national magazines, professional journals and major newspapers in both Canada and the US. They have also been featured speakers at national, local and advanced planning conferences on behalf of The Canadian Association of Financial Planners, Advocis, The Financial Planning Association, The Institute of Advanced Financial Planners, The Society of Trust and Estate Practitioners and the National Association of Personal Financial Advisors. Their firm, Transition Financial Advisors Group has offices in both Canada and the US. Visit their website to learn more about them and the books they have authored.