Tarun Suri

Cross Border Wealth Planner

CPA, CA, QAFPTM
Email: tsuri@mcacrossborder.com
Telephone: 514-940-8061
 

Tarun Suri

Cross Border Wealth Planner

CPA, CA

 

Email: tsuri@mcacrossborder.com
Telephone: 514-940-8061

Tarun is a Cross Border Wealth Planner at MCA Cross Border Advisors Inc.

Tarun Suri is a Chartered Professional Accountant (CPA, CA) and a Cross Border Wealth Planner at MCA Cross Border Advisors Inc. At MCA, Tarun works directly with our clients to build comprehensive and customized cross border financial plans geared to address clients’ goals & concerns with respect to their wealth & cross-border lifestyle.

Over the years, Tarun has honed his expertise in wealth planning & accounting through his background in assurance & compilation engagements, and both corporate & personal income tax returns. Before joining the MCA Cross Border Advisors team, Tarun was a Regional Wealth Planner at a large wealth management firm, where he worked closely with many private family-owned businesses to build comprehensive plans designed to meet their complex needs. In addition, Tarun has also worked as a tax practitioner at several well-known accounting firms.

Tarun has obtained a Graduate Certificate of Chartered Accountancy and is a certified Qualified Associate Financial Planner (QAFP). He graduated with distinction from Concordia University’s John Molson School of Business with a Bachelor of Commerce (B. Comm.), majoring in Accounting. Tarun is also an active member of the Chartered Professional Accountants of Quebec.

Education
  • Bachelor of Commerce (B. Comm.), Concordia University, 2011
  • Graduate Certificate of Chartered Accountancy, John Molson School of Business, Concordia University, 2011
Certifications & Memberships
  • Member of the Chartered Professional Accountants of Quebec
  • Qualified Associate Financial Planner certification, FP Canada

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

Office & Marketing Manager

Jonah Ravel

Jonah Ravel

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Tarun Suri

Tarun Suri

Cross Border Wealth Planner

Irina Matco

Irina Matco

Senior Cross Border Financial Planner

Samuel Platel

Samuel Platel

Cross Border Financial Planner

Andrew Lee

Andrew Lee

Cross Border Wealth Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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