Jessica Lachance

Senior Cross Border Financial Planner

BBA, RLU, CFP, F. PI.
Email: jlachance@mcacrossborder.com
Telephone: 514-940-8204

Jessica is a Senior Cross Border Financial Planner at MCA Cross Border Advisors Inc.

Jessica Lachance is a Senior Cross Border Financial Planner for MCA Cross Border Advisors Inc. With a background in international business and over 8 years of financial planning experience, Jessica is a highly qualified planner whose passion for numbers is matched only by her determination to help clients achieve their financial goals.  Her areas of expertise include financial planning for ultra-high-net-worth individuals, leveraging insurance to protect estates, and building tax efficient retirement plans.

Before joining MCA, Jessica assisted clients with financial planning at CIBC, Manulife and Industrial Alliance.  She also started her own financial education initiative aimed at spreading knowledge and introducing financial management skills to young people.  Jessica is trilingual, in English, Spanish and French.

When she is not working or educating youth, Jessica can be found competing in synchronized skating competitions or snowboarding.

Education
  • Certificate in Financial Planning, Université du Québec à Montréal, 2017
  • Bachelor of Business Administration with a major in International Business, Laval University, 2014
Certifications & Memberships
  • Certified Financial Planner® (CFP), Canada
  • Financial Planner (F. Pl.) Canada
  • Registered Life Underwriter (RLU), Canada
  • Life License Qualification Program (LLQP), Canada
  • Insurance of persons member with the Chambre de la sécurité financière (AMF)
  • Member of the Institut québécois de planification financière (IQPF)

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

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Brandon Davies

Brandon Davies

Senior Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Adam Carris

Adam Carris

Cross Border Financial Planner

Georgia Weaver

Georgia Weaver

Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Kelvin So

Kelvin So

Senior Investment Analyst

Casper Wong

Casper Wong

Senior Cross Border Tax Associate

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

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