Matt C. Altro

President & CEO

B. Comm., F. Pl., CFP®(Canada), CFP® (US), TEP

 

Email: maltro@mcacrossborder.com
Telephone: 514-940-8062

Matt C. Altro

President & CEO

B. Comm., F. Pl., CFP®(Canada), CFP® (US), TEP

 

Email: maltro@mcacrossborder.com
Telephone: 514-940-8062

Matt is President & CEO of MCA Cross Border Advisors Inc.

Matt C. Altro is President & CEO of MCA Cross Border Advisors Inc. and Partner of Altro LLP. Matt is a CERTIFIED FINANCIAL PLANNER in Canada as certified by the Financial Planning Standards Council, a Certified Financial Planner in the US with the US CFP Board, a Quebec Financial Planner with the Institut québecois de planification financière, and obtained the TEP designation from the Society of Trust and Estate Practitioners. He is a graduate of McGill University, Faculty of Management, and is in the US Masters of Tax program at Nova Southeastern University.

Matt works out of the Montreal and Toronto offices and spends time traveling across North America to meet with clients. He has specialized and in-depth knowledge with respect to wealth planning for Canadians moving to the US, Americans moving to Canada, US citizens living in Canada, or executive employees relocated between the countries.

Matt has over a decade of experience in cross border planning and leads a team of multidisciplinary professionals including US CPAs, CFAs and Financial Planners. Matt and his team create comprehensive and customized plans that are designed to minimize tax, address estate planning issues, achieve retirement goals, identify investment opportunities, obtain healthcare coverage and meet immigration objectives.

Mr. Altro is a frequent speaker at national, international bank and industry seminars and he is a cross border expert of the radio show Dollars and Sense on CJAD 800 AM in Montreal. He is a regular contributor to The Globe and Mail & Advisor’s Edge, he’s been interviewed on BNN, CHCH Television and by the National Post, The Montreal Gazette, 24 Hours newspaper, published in the STEP Journal and has written various articles about moving between Canada and the U.S. Matt also authored a chapter about moving to the U.S. in David A. Altro’s book Owning US Property the Canadian Way, Third Edition.

Education
  • Bachelor of Commerce,  McGill University, 2000

Awards & Recognition
  • Chairman of the Squash Crohn’s Tournament  benefiting pediatric Crohn’s and Colitis research
  • Nominated for the ProMontreal Young  Entrepreneur Award (2008)
Certifications & Memberships
  • Certified Financial Planner® (Canada)
  • Financial Planner (F. Pl.), Quebec
  • Certified Financial Planner ™ (US)
  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Member of the Financial Planning Standards Council (FPSC)
  • Member of the CFP Board
  • Member of the Chambre de la sécurité financière (AMF)
  • Member of the Institut québécois de planification financière (IQPF)
  • Member of the Association de planification  fiscale et financière (APFF)
  • Member of the Canadian Employee  Relocation Council (CERC)
Recent Articles, Media Interviews & blogs by Matt

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

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David A. Altro

David A. Altro

Executive Vice-President

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Edwin Wong

Edwin Wong

Vice-President – Family Office Investment Services

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Sherry Zheng

Sherry Zheng

Vice President – Tax Services

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Valerie Baldassare

Valerie Baldassare

Director of Operations

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Yuan Chu Zi Lao

Yuan Chu Zi Lao

Cross Border Financial Planner

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Jonah Ravel

Jonah Ravel

Cross Border Financial Planner

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Tarun Suri

Tarun Suri

Cross Border Wealth Planner

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Nancy Zheng

Nancy Zheng

Tax Manager

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Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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