Jeff Conron

Cross Border Financial Planner

CFP®, TEP, CLU
Email: jconron@mcacrossborder.com
Telephone: 647-249-2908

Jeff Conron

Cross Border Financial Planner

CFP®, TEP, CLU

Email: jconron@mcacrossborder.com
Telephone: 647-249-2908

Jeff is a Cross Border Financial Planner.

Jeff Conron is a Cross Border Financial Planner at MCA Cross Border Advisors Inc. He has obtained the Certified Financial Planner® (CFP), Society of Trust and Estate Planning (TEP), and the Chartered Life Underwriter (CLU) designations. Through his years in financial planning roles, Jeff has developed a very strong technical ability and an aptitude for explaining complex topics in an easy-to-understand manner.

Jeff is a driven and determined professional with 8 years of tax & estate planning and analyst experience on a broad range of issues. Before joining the team at MCA Cross Border Advisors Inc., Jeff worked in various financial services roles in wealth planning and tax & estate teams. His work included the preparation of financial plans for high net worth clients, and staying abreast of current and emerging tax and estate Canada/US cross border trends and legislation as it pertains to financial planning for US citizens living in Canada.

Jeff graduated with a Bachelor of Education from the University of Toronto, and a Bachelor of Physical Education and Health from the University of Toronto.

 

Education
  • Bachelor of Education, University of Toronto, 2007
  • Bachelor of Physical Education and Health, University of Toronto, 2006
Certifications & Memberships
  • Certified Financial Planner® (Canada)
  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Chartered Life Underwriter® (CLU), The Institute for Advanced Financial Education

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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