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

Andrew Vanderhorst

Andrew Vanderhorst

Chief Investment Officer & Portfolio Manager

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Brandon Davies

Brandon Davies

Director - Cross Border Wealth Management

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Adam Carris

Adam Carris

Cross Border Financial Planner & Portfolio Manager

Greg Tomkins

Greg Tomkins

Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Senior Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Kelvin So

Kelvin So

Senior Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Casper Wong

Casper Wong

Senior Cross Border Tax Associate

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

Raeline Moreau

Raeline Moreau

Client Services & Operations Coordinator

Ye Zhou

Ye Zhou

Cross Border Tax Associate

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