About Us ...
Who we are Brian Wruk is a Certified Financial Planner™
specializing in Canadian residents making the transition to the US. His
firm, Transition
Financial Advisors, Inc. , is a fee-only, comprehensive financial
planning, investment management, and Canada/U.S. tax planning and
preparation firm. A dual Canadian/U.S. citizen, Brian holds
both the U.S. and Canadian CFP® designations and is a Registered
Trust and Estate Practitioner (TEP) with the Society of Trust and Estate
Practitioners.
Brian has written many articles on Canada/US Financial Planning,
been quoted in numerous newspapers and journals in addition to speaking
engagements. He founded and co-chairs a Canada/US International
Tax Council with the IRS and based on his own transitions, has personal
experience with the issues as well. Brian assists the community
by speaking on financial matters, doing pro bono budget counseling,
financial planning and tax work. He is a Crown Ministries approved
budget counselor.
Born and raised in Edmonton , Alberta , Canada , Brian worked ten
years in the Canadian telecommunications industry in a variety of
positions including marketing, service development, and strategic
planning. Prior to expanding his career in the direction of
financial planning, Brian was marketing manager at a Phoenix-based
computer training materials company. Since January of 1997, Brian has
worked specifically with Canadian residents relocating to the US.
Brian moved to Arizona in August 1990, to complete his MBA at the
University of Arizona and in April 1996, moved permanently with
his wife Kathleen to Arizona.
In addition to the CFP® designations and an MBA, Brian holds
a Bachelor of Commerce degree from the University of Alberta, a
Business Administration diploma from the Northern Alberta Institute
of Technology (NAIT), and a Certified Advertising Agency Practitioner
designation from the Institute of Canadian Advertising.
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Terry Ritchie
is a Certified Financial Planner™ specializing in Canadian
residents making the transition to the US. A Canadian citizen and US visa
holder, Terry holds the US CFP® and Canadian RFP designations. He is also an
Enrolled Agent (EA) licensed to practice before the IRS and is a Registered
Trust and Estate Practitioner (TEP) with the Society of Trust and Estate
Practitioners.
Terry is active as an author, speaker and educator on Canada/US financial,
tax and estate planning matters. His writings have appeared in national
magazines, professional journals and major newspapers in both Canada and the
US. He has also been a featured speaker on various Canada/US financial, tax
and estate planning issues at national, local and advanced planning
conferences on behalf of The Canadian Association of Financial Planners,
Advocis, The Institute of Advanced Financial Planners, The Society of Trust
and Estate Practitioners and the National Association of Personal Financial
Advisors.
Born in Ottawa, Ontario, but raised in Calgary, Alberta, Canada, Terry has
been practicing in the areas of financial, investment, tax and estate
planning for over 20 years. From 1983, Terry practiced in Arizona for 13
years and then in Calgary since 1996 and is uniquely qualified to work with
Canada/US financial planning matters of Canadians and Americans in either
country. Terry has personal experience in moving back and forth between
Canada and the US and holds a Bachelor of Science degree in Finance from
Arizona State University.
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Eva Sunderlin holds the Financial Paraplanner designation
from The College of Financial Planning and has worked with Canadian residents
moving to the US since 1993. Eva works closely with you in gathering
and assembling your data and inputting it into our custom-built
Canada/US financial models. She reviews and edits financial plans
and assists you in implementing the plan once presented. She also
doubles as an office manager and is the first voice you will typically
hear when calling our firm. Born and raised in Phoenix , Arizona
, Eva has worked in an office manager capacity in the financial
services industry for over 25 years.
Our Network No person is an island unto himself. To that end, we have developed
a large network of trusted professionals across Canada and the US
to bring on the team as needed to meet your unique needs. This includes
CAs/CPAs, tax attorneys, insurance agents (disability, long term
care, property & casualty, health, life), estate planning attorneys,
immigration attorneys, mortgage brokers, government authorities
and so on.
Diane Goullard Parlante – French/English translation services
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