Irina is a Senior Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Irina Matco plays a key role with the MCA Cross Border Advisors team as a Senior Cross Border Financial Planner. She holds a Quebec Financial Planner designation and is a member of the Chambre de Securité Financière.
Irina brings value to her clients by developing cross border financial plans for US residents moving to Canada, Canadians moving to the US, and US citizens living in Canada. She has worked with multiple professionals including doctors, university professors, tech industry executives, business owners, and other high net worth individuals. She has developed a deep expertise with respect to identifying opportunities surrounding US retirement accounts, such as Roth IRA conversions leading to substantial tax savings.
Irina began her career in the financial service industry a decade ago, working at some of the leading Financial Institutions, where she played a key role in her clients’ lives. She has been a keynote speaker on behalf of MCA Cross Border Advisors at seminars for some of Canada’s largest financial institutions, to bring awareness of cross border issues to Canadian banking & financial professionals. Irina has also participated alongside Matt Altro on the show Dollars and Sense as a cross border expert on CJAD 800 AM radio in Montreal.
Her attention to detail, experience and passion for helping people provide great value to her current clients who require professional guidance in navigating the financial complexity of a cross border move. Irina studied at Concordia University’s John Molson School of Business where she majored in Finance before obtaining her IQPF license.
Bachelors of Commerce, (B. Comm.) Major in Finance, Concordia University, John Molson School of Business, 2012
Certifications & Memberships
Financial Planner (F. Pl), Member of the Chambre de la Securité Financière
Recent Articles, Media Interviews & blogs by Irina
The future of the Affordable Care Act (ACA), also known as Obamacare, and by extension the entire healthcare landscape in the U.S., is anybody’s guess at this point with the U.S. election day almost upon us. The recent death of Ruth Bader Ginsburg in September and her subsequent replacement by...
Matt Altro was recently interviewed by Michelle Schriver from Investment Executive to explain the potential tax impact the 2020 US Presidential election may have on US citizens living in Canada.