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

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Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

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Elena Trigiani

Elena Trigiani

Manager of Operations

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Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

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Irina Matco

Irina Matco

Director - Cross Border Financial Planning

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Ilaria Defendi

Ilaria Defendi

Senior Cross Border Wealth Planner

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Nancy Zheng

Nancy Zheng

Tax Manager

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Madhuri Bhat

Madhuri Bhat

Tax Manager

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Brandon Davies

Brandon Davies

Senior Cross Border Financial Planner

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Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner

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Brad Hemphill

Brad Hemphill

Cross Border Financial Planner

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Kelvin So

Kelvin So

Investment Analyst

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Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

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Twitter

Facebook

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