Matt C. Altro
President & CEO
B. Comm., F. Pl., CFP®(Canada), CFP® (US), TEP
Matt is President & CEO of MCA Cross Border Advisors Inc.
Matt C. Altro is President & CEO of MCA Cross Border Advisors Inc. Matt is a CERTIFIED FINANCIAL PLANNER in Canada as certified by the Financial Planning Standards Council, a Certified Financial Planner in the US with the US CFP Board, a Quebec Financial Planner with the Institut québecois de planification financière, and obtained the TEP designation from the Society of Trust and Estate Practitioners. He is a graduate of McGill University, Faculty of Management, and is completing his Masters of Business Taxation at the University of Minnesota.
Matt works out of the Montreal and Toronto offices and spends time traveling across North America to meet with clients. He has specialized and in-depth knowledge with respect to cross border tax and financial planning for Canadians moving to the US, US residents moving to Canada, US citizens living in Canada, or executive employees relocated between the countries.
Matt has nearly 15 years of experience in cross border planning and leads a team of multidisciplinary professionals including US & Canadian CPAs, CFAs and Financial Planners. Matt and his team create comprehensive and customized plans that are designed to minimize tax, address estate planning issues, achieve retirement goals, identify investment opportunities, obtain healthcare coverage and meet immigration objectives.
Mr. Altro is a frequent speaker at national, international bank and industry seminars and he is a cross border expert of the radio show Dollars and Sense on CJAD 800 AM in Montreal. He is a regular contributor to The Globe and Mail & Advisor’s Edge, he’s been interviewed on BNN, CHCH Television and by the National Post, The Montreal Gazette, 24 Hours newspaper, published in the STEP Journal and has written various articles about moving between Canada and the U.S. Matt also authored a chapter about moving to the U.S. in David A. Altro’s book Owning US Property the Canadian Way, Third Edition.
- Bachelor of Commerce, McGill University, 2000
Awards & Recognition
- Chairman of the Squash Crohn’s Tournament benefiting pediatric Crohn’s and Colitis research
- Nominated for the ProMontreal Young Entrepreneur Award (2008)
Certifications & Memberships
- Certified Financial Planner® (Canada)
- Financial Planner (F. Pl.), Quebec
- Certified Financial Planner ™ (US)
- Member of the Society of Trust and Estate Practitioners (STEP)
- Member of the Financial Planning Standards Council (FPSC)
- Member of the CFP Board
- Member of the Chambre de la sécurité financière (AMF)
- Member of the Institut québécois de planification financière (IQPF)
- Member of the Association de planification fiscale et financière (APFF)
- Member of the Canadian Employee Relocation Council (CERC)
Recent Articles, Media Interviews & blogs by Matt
Matt Altro was recently interviewed by Michelle Schriver from Investment Executive to explain the potential tax impact the 2020 US Presidential election may have on US citizens living in Canada.
Matt Altro was recently interviewed by Brenda Bouw from the Globe and Mail to explain the various financial relief programs available to US persons living in Canada from both the US and Canadian governments.
Matt Altro was interviewed by the Globe and Mail with respect to tax filing requirements for US citizens, green-card holders and income-tax residents with respect TFSA, RESP, ETFs & other types of accounts.