TEAM

TEAM

MCA Cross Border Advisors provides sophisticated cross border planning services. The owners of the firm are known for their outstanding reputation for ethics, competence and quality throughout the industry, as demonstrated by the years of experience, education and training of their professionals.
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

David A. Altro

David A. Altro

Executive Vice-President

Edwin Wong

Edwin Wong

Vice-President – Family Office Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Valerie Baldassare

Valerie Baldassare

Director of Operations

Jonah Ravel

Jonah Ravel

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Tarun Suri

Tarun Suri

Cross Border Wealth Planner

Irina Matco

Irina Matco

Cross Border Financial Planner

Samuel Platel

Samuel Platel

Cross Border Financial Planner

Yuan Chu Zi Lao

Yuan Chu Zi Lao

Cross Border Financial Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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