Matt C. Altro

President & CEO

B.Comm., F. Pl., CFP® (CAN & US), TEP
Master of Business Taxation (MBT)

 

Email: maltro@mcacrossborder.com
Telephone: 514-940-8062

Matt C. Altro

President & CEO

B.Comm., F. Pl., CFP® (CAN & US), TEP
Master of Business Taxation (MBT)

 

Email: maltro@mcacrossborder.com
Telephone: 514-940-8062

Matt is President & CEO of MCA Cross Border Advisors Inc.

Matt C. Altro,is President & CEO of MCA Cross Border Advisors Inc. He holds a Master of Business Taxation (MBT) from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER professional in both Canada and the United States, a Quebec Financial Planner (Pl. Fin.), and a Trust and Estate Practitioner (TEP). Matt is also a graduate of McGill University’s Faculty of Management.

Matt has over 20 years of experience specializing in Canada–U.S. cross-border tax and financial planning. His expertise includes advising Canadians moving to the United States, U.S. residents moving to Canada, U.S. citizens living in Canada, and executives relocating between the two countries.

Matt leads a multidisciplinary team of U.S. and Canadian CPAs, CFAs and financial planners. Together, they develop comprehensive and customized cross-border strategies designed to minimize tax, address estate planning considerations, achieve retirement goals, identify investment opportunities, obtain healthcare coverage and coordinate immigration objectives.

Matt is a frequent speaker at national and international banking and industry seminars. He is a regular contributor to The Globe and Mail and Advisor’s Edge and has been interviewed by BNN, CHCH Television, the National Post, the Montreal Gazette and 24 Hours. He has also been published in the STEP Journal and has written extensively on tax and financial planning issues affecting individuals and families moving between Canada and the United States.

Education
  • Bachelor of Commerce, McGill University, 2000
  • Master of Business Taxation, University of Minnesota
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

CROSS BORDER PROFESSIONALS

Matt C.          Altro

Matt C. Altro

President & CEO

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Greg Tomkins

Greg Tomkins

Vice-President – Investment Services & Lead PM

Derrick Thai

Derrick Thai

Cross Border Portfolio Manager

Adam Birzgalis

Adam Birzgalis

Head of Investment Oversight and Compliance Specialist

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner & Estate Planning Specialist

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Samuel Levine

Samuel Levine

Senior Cross-Border Financial Planner

Van Chen

Van Chen

Senior Cross Border Financial Planner

Victoria Zaremba

Victoria Zaremba

Senior Cross Border Financial Planner

Brandon Lapstra

Brandon Lapstra

Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Director - Tax Services

Casper Wong

Casper Wong

Senior Manager, US Tax & Cross Border Technical Lead

Abhishek Nigam

Abhishek Nigam

Senior Cross Border Tax Associate

Amandeep Kaur

Amandeep Kaur

Senior Cross Border Tax Associate

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Operations Specialist

Raeline Moreau

Raeline Moreau

Operations & Onboarding Specialist

Aisha Shafiq

Aisha Shafiq

Client Service & Administration Specialist

Julia Wing

Julia Wing

Client Services & Operations Coordinator

Kari Tavener

Kari Tavener

Compliance Specialist

Bryson Orth

Bryson Orth

Investment Associate

 Paula Zhang

Paula Zhang

Finance & Accounting Specialist

Ye Zhou

Ye Zhou

Senior Cross Border Tax Associate

Eve Zhang

Eve Zhang

Cross Border Staff Accountant

Ruby Wong

Ruby Wong

Cross Border Staff Accountant

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