Brandon Lapstra
Brandon is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Brandon Lapstra is a Cross Border Financial Planner at MCA Cross Border Advisors Inc. Brandon has over a decade of experience in financial services holding the Personal Financial Planner (PFP) and Qualified Associate Financial Planner (QAFP) designations. Brandon brings a wealth of expertise to his role, particularly in creating tailored financial plans for clients with cross-border needs.
Before joining MCA Cross Border Advisors Inc., Brandon served as a Financial Planner at Canada’s largest wealth management family office, where he specialized in delivering comprehensive financial planning solutions to high-net-worth and ultra-high-net-worth clients.
Brandon’s ability to analyze intricate financial scenarios and provide personalized recommendations ensures clients receive exceptional guidance on tax optimization, retirement planning, investment strategy, and estate planning. Known for his client-first approach, he builds meaningful relationships through deep discovery processes and a commitment to understanding each client’s unique goals.
In addition to his professional experience, Brandon is actively involved in his community. He currently serves as President of the Board of Directors for Nottawasaga Futures, a community economic development agency, as well as being a member of his municipality’s Grants and Donations Committee of Council.
EDUCATION
- Bachelor of Commerce, McGill University
CERTIFICATIONS & MEMBERSHIPS
- Personal Financial Planner (PFP)
- Qualified Associate Financial Planner (QAFP)
CROSS BORDER PROFESSIONALS
Casper Wong
Manager, Cross Border Tax
Ye Zhou
Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
Raeline Moreau
Client Services & Operations Coordinator