Irina Matco

Director of Cross Border Financial Planning

B. Comm., F. Pl., CFP

 

Email: imatco@mcacrossborder.com
Telephone: 514-940-8073

Irina Matco

Director of Cross Border Financial Planning

B. Comm., F. Pl.

 

Email: imatco@mcacrossborder.com
Telephone: 514-940-8073

Irina is a Director of Cross Border Financial Planning at MCA Cross Border Advisors Inc.

Irina Matco plays a key role with the MCA Cross Border Advisors team as a Director of Cross Border Financial Planning. She holds the Certified Financial Planner designation, has 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.

Education
  • 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

  • Certified Financial Planner (CFP), Canada
Recent Articles, Media Interviews & blogs by Irina

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

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Wealth Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Brandon Davies

Brandon Davies

Senior Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

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