Irina Matco
Director of Cross Border Financial Planning
B. Comm., F. Pl.
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 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
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Bachelors of Commerce, (B. Comm.) Major in Finance, Concordia University, John Molson School of Business, 2012
Certifications & Memberships
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Financial Planner (F. Pl), Member of the Chambre de la Securité Financière
Recent Articles, Media Interviews & blogs by Irina
The Globe and Mail: What to Consider Before Moving Back to Canada to Retire
Irina Matco was recently interviewed by Helen Burnett-Nichols from the Globe and Mail to explain the U.S.-Canada Totalization Agreement and how it impacts returning retirees and their retirement accounts. The article was published on July 27, 2022 and discusses taxation, residency, retirement planning and more.
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Tax Implications of working for a US employer while living in Canada
COVID-19 has changed many aspects of our lives, including the possibility of working remotely. As a result, we have seen a trend where various professionals such as IT employees working for Google, Facebook, etc. who otherwise reside in the US, decided to take the opportunity to spend time in Canada while remaining employed by their US employer.
Moving Back to Canada with US Stock Options
Employee stock options have become an increasingly popular form of compensation, especially for start-ups and tech companies in Canada and the US. They are designed to be mutually beneficial to employees and employers.
CROSS BORDER PROFESSIONALS
