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

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Jonathan Michaelsen

Jonathan Michaelsen

Cross Border Financial Planner & Financial Analyst

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

LinkedIn

LinkedIn

Facebook

Facebook

Twitter

Twitter