Matt C. Altro is a Partner at Altro Levy LLP. Matt holds the CERTIFIED FINANCIAL PLANNER® designation in both the US and Canada and holds the Quebec Financial Planner designation.
Matt has specialized knowledge with respect to wealth planning for Canadians moving to the U.S. and Americans moving to Canada. He has nearly a decade of experience in the cross border planning industry, and creates 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 a tax column in The Montreal Gazette, he’s been interviewed on CHCH Television and by the National Post, Advisor’s Edge, 24 Hours newspaper, published in the STEP Journal and has written various articles about moving to 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.