Tarun Suri

Cross Border Wealth Planner

CPA, CA

 

Email: tsuri@mcacrossborder.com
Telephone: 514-940-8061

Tarun Suri

Cross Border Wealth Planner

CPA, CA

 

Email: tsuri@mcacrossborder.com
Telephone: 514-940-806

Tarun is a Cross Border Wealth Planner at MCA Cross Border Advisors Inc.

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 firm, where he worked closely with many private family-owned businesses to build comprehensive plans designed to meet their complex needs. In addition, he worked as a tax practitioner at several well known accounting firms where he performed audits, reviews, and reviewed tax returns.

Tarun has obtained a Graduate Certificate of Chartered Accountancy and is a FPSC Level I Certificant in Financial Planning of the Certified Financial Planner (CFP®) program. He graduated with distinction from Concordia University’s John Molson School of Business with a Bachelor of Commerce (B. Comm.), majoring in Accounting. Tarun is also an active member of the Chartered Professional Accountants of Quebec.

Education
  • Bachelor of Commerce (B. Comm.), Concordia University, 2011
Certifications & Memberships
  • Graduate Certificate of Chartered Accountancy, John Molson School of Business, Concordia University
  • Member of the Chartered Professional Accountants of Quebec

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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