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

Operations Manager

Jonah Ravel

Jonah Ravel

Senior Cross Border Financial Planner

Irina Matco

Irina Matco

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Andrew Lee

Andrew Lee

Cross Border Financial Planner

Jonathan Sauvé

Jonathan Sauvé

Cross Border Financial Planner & Financial Analyst

Jeff Conron

Jeff Conron

Cross Border Financial Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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