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
  • 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

How to Hold Cryptocurrency in a Cross Border Portfolio

With news of inflation and pending interest rate hikes on every front page, many are carefully watching to see if cryptocurrency will prove to be the hedge against inflation many hoped it would be. While that remains to be seen, some of the world’s largest asset managers continue to express increasing interest as cryptocurrency becomes more mainstream. This could be a sign that cryptocurrency is still on track to transform the way we think about money and how we invest. What is sure is that for those who hold a cross border portfolio, there are special considerations to take into account before taking the plunge. In this blog post, we explore what cryptocurrency is, how to purchase it for a cross border portfolio and potential problems to avoid.

What You Can Do if the Federal Government Increases the Capital Gains Rate in 2022

Although the Canadian government has considered raising the capital gains rate in previous years and declined to do so, some are speculating that increasing debt, campaign promises and the cost of the fight against COVID could mean this is the year the government will increase the capital gains rate.
Is there anything you can you do now to avoid the potential tax increase? While I can’t predict what will be in the 2022 Federal Budget, here are three possible solutions for pre-empting a higher capital gains inclusion rate.

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

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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