Terry Ritchie featured in article, “Could cross-border partnerships be the key to serving ex-pat clients?”

Terry Ritchie

In today’s increasingly mobile society, it’s not that unusual for people to give up residency in their nation of birth in order to work or retire in another country. In fact, according to the United Nations Department of Economic and Social Affairs, there were an estimated 271,642,105 ex-pats around the world in 2019. But what does this globetrotting mean for the financial professionals who advise them?

From obtaining multi-country licensing and registration to referral partnerships and carefully choosing the services they offer, some financial providers have found ways to continue serving their ex-pat clients. In this article from The Globe and Mail, several of these professionals share their strategies. Read the full story

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