Team

David is Executive Vice-President of MCA Cross Border Advisors and the Managing Partner of Altro LLP. With over 30 years of experience, Mr. Altro’s expertise focuses on cross border tax, estate planning and real estate for high net worth individuals. He is a Florida Attorney and Canadian Legal Advisor, and the author of the book: Owning U.S. Property the Canadian Way, Third Edition.

Edwin Wong is Vice President – Family Office Investment Services at MCA Cross Border Advisors Inc. He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM). Edwin brings nearly 20 years of experience in the financial industry to our team.

Sherry Zheng is Vice President – Tax Services of MCA Cross Border Advisors Inc. She has over 10 years of experience in assisting families and individuals with tax planning and tax compliance.

Bram C. Lucht is a Cross Border Planner at MCA Cross Border Advisors who holds the Quebec Financial Planner (F. Pl.) designation.

Bram joins the team at MCA Cross Border Advisors Inc. having obtained the F.Pl. designation and with several years of experience in the financial services industry. In 2007, Bram graduated from the John Molson School of Business with a Bachelor of Commerce (B. Comm.), majoring in finance.

Leanne Milech is a Cross Border Wealth Strategist at MCA Cross Border Advisors Inc. She holds a law degree (LL.B.) and is called to the bar of the Law Society of Upper Canada. Leanne has been working in the cross-border industry since 2010 in her role at as an associate at Altro LLP focusing on cross border estate planning. Prior to that, Leanne was a Business Law associate at Heenan Blaikie LLP in Toronto. As a law student, she gained labour law experience at the Screen Actors Guild in Los Angeles as well as entertainment law experience at Taylor Klein […]

Jonah Ravel is a Cross Border Financial Planner at MCA Cross Border Advisors Inc. who holds the Certified Financial Planner® and Quebec Financial Planner designations.

Jonah brings over 15 years of experience in the financial services industry to the team at MCA Cross Border Advisors Inc., having worked for some of Canada’s largest financial institutions. Jonah is a multilingual planner dedicated to providing superior client service.

Tarun Suri is a Chartered Professional Accountant (CPA, CA) and a Cross Border Wealth Planner at MCA Cross Border Advisors Inc. At MCA, Tarun works directly with our clients to build comprehensive and customized cross border financial plans geared to address clients’ goals & concerns with respect to their wealth & cross-border lifestyle. Over the years, Tarun has honed his expertise in wealth planning & accounting through his background in assurance & compilation engagements, and both corporate & personal income tax returns. Before joining the MCA Cross Border Advisors team, Tarun was a Regional Wealth Planner at a large wealth management […]