TEAM

Our team of multidisciplinary professionals includes Certified Financial Planners® (CFP® Canada & US), Quebec Financial Planners (F. Pl.), Canadian & US Chartered Accountants (CPA), Chartered Financial Analysts (CFA), and estate planning lawyers. This unique skill set leads to enhanced client service by providing integrated cross border professional services through one team.

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

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Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

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Elena Trigiani

Elena Trigiani

Director of Operations

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Greg Tomkins

Director - Cross Border Portfolio Management

Adam Birzgalis

Head of Investment Oversight and Compliance Specialist

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner & Estate Planning Specialist

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Brad Hemphill

Senior Cross Border Financial Planner

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Adam Carris

Adam Carris

Cross Border Financial Planner & Portfolio Manager

Raeline Moreau

Client Services & Operations Coordinator

Victoria Zaremba

Cross Border Financial Planner

Brandon Lapstra

Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Senior Tax Manager

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Casper Wong

Manager, Cross Border Tax

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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Kari Tavener

Compliance Specialist

Ye Zhou

Cross Border Tax Associate

Nakeita McKnight-Monrose

Client Services & Administration Specialist

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