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

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David A. Altro

David A. Altro

Executive Vice-President

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Edwin Wong

Edwin Wong

Vice-President – Family Office Investment Services

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Sherry Zheng

Sherry Zheng

Vice President – Tax Services

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Valerie Baldassare

Valerie Baldassare

Director of Operations

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Yuan Chu Zi Lao

Yuan Chu Zi Lao

Cross Border Financial Planner

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Jonah Ravel

Jonah Ravel

Cross Border Financial Planner

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Tarun Suri

Tarun Suri

Cross Border Wealth Planner

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Nancy Zheng

Nancy Zheng

Tax Manager

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Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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