Brandon Lapstra

Cross Border Financial Planner

BCom., PFP, QAFP

 

Email: blapstra@mcacrossborder.com

 

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

Matt C.          Altro

Matt C. Altro

President & CEO

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Greg Tomkins

Greg Tomkins

Director - Cross Border Portfolio Management

Adam Birzgalis

Adam Birzgalis

Head of Investment Oversight and Compliance Specialist

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner & Estate Planning Specialist

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Adam Carris

Adam Carris

Cross Border Financial Planner & Portfolio Manager

Victoria Zaremba

Victoria Zaremba

Cross Border Financial Planner

Brandon Lapstra

Brandon Lapstra

Cross Border Financial Planner

Kari Tavener

Kari Tavener

Compliance Specialist

Nancy Zheng

Nancy Zheng

Senior Tax Manager

Kelvin So

Kelvin So

Senior Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Casper Wong

Casper Wong

Manager, Cross Border Tax

Ye Zhou

Ye Zhou

Cross Border Tax Associate

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

Raeline Moreau

Raeline Moreau

Client Services & Operations Coordinator

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