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Matt C. Altro

Partner, Cross Border Financial Planner
B. Comm., F. Pl., CFP®(Canada), CFP® (US)

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

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Matt C. Altro is a Partner and Cross Border Financial Planner at Altro Levy.

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.

Honors and Affiliation

› Member of the Canadian Employment Relocation Counsel (CERC)

› Member of the Association de planification fiscale et financière (APFF)

› Member of the Canadian Institute of Financial Planning (CIFP)

› Member of the Autorité des marchés financiers (AMF)

› Member of the Institut québécois de planification financière (IQPF)

› Member of the Financial Planning Standards Council (FPSC)

› Member of the Canadian Employee Relocation Council (CERC)

› Co-founder of the Squash Crohn’s Tournament benefiting Crohn’s and Colitis research in Canada

› Nominated for the ProMontreal Young Entrepreneur Award (2008)

Education

› McGill University, B. Comm., 2000

Designations:
› CERTIFIED FINANCIAL PLANNER® (Canada)

› Financial Planner Quebec (F. Pl.)

› CERTIFIED FINANCIAL PLANNERTM (US)

OUR TEAM

With over 25 years of experience, the team at Altro Levy LLP is consistently delivering a very high level of legal expertise, knowledge, service and professionalism to our clients.

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David A. Altro

David A. Altro

Managing Partner, Florida Attorney,
Canadian Legal Advisor & Quebec Notary

B.A., LL.L., J.D., D.D.N., F. Pl., TEP

Email: daltro@altrolevy.com

Telephone: 416-477-8150

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Shlomi Steve Levy

Shlomi Steve Levy

Partner, Quebec Lawyer &
Canadian Legal Advisor

B.A., LL.B., J.D., TEP

Email: slevy@altrolevy.com

Telephone: 514-940-8070

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Matt C. Altro

Matt C. Altro

Partner, Cross Border Financial Planner
B. Comm., F. Pl., CFP®(Canada), CFP® (US)

Email: maltro@altrolevy.com

Telephone: 514-940-8062

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Bonnie L. Altro

Bonnie L. Altro

Counsel, New York & Ontario Attorney
B.A., B.C.L., LL.B.

Email: baltro@altrolevy.com

Telephone: 416-477-8151

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Jan Chaffay

Jan Chaffay

Chief Operating Officer

Email: jchaffay@altrolevy.com

Telephone: 416-477-8162

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Jory Stern

Jory Stern

Associate, Ontario & Florida Attorney
B.A., J.D.

Email: jstern@altrolevy.com

Telephone: 416-477-8154

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Melissa N. Salvador

Melissa N. Salvador

Associate, Texas Attorney
B.A., J.D.

Email: msalvador@altrolevy.com

Telephone: 416-642-8103

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Sergei Titorenko

Sergei Titorenko

Associate, Quebec Lawyer
LL.B., LL.M.

Email: stitorenko@altrolevy.com

Telephone: 514-940-8064

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Heela Donsky Walker

Heela Donsky Walker

Senior Associate, Ontario Lawyer
B.A., J.D., TEP

Email: hwalker@altrolevy.com

Telephone: 416-477-8156

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Matthew Wolch

Matthew Wolch

Associate, Ontario & New York Attorney
B.MOS., J.D.

Email: mwolch@altrolevy.com

Telephone: 416-477-8164

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Samantha Y.F. Wu

Samantha Y.F. Wu

Associate, Ontario & New York Attorney
B.A., J.D.

Email: swu@altrolevy.com

Telephone: 416-477-8157

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Jeffrey Feinberg

Jeffrey Feinberg

Of Counsel, Florida Attorney
B.A., J.D.

Email: jfeinberg@altrolevy.com

Telephone: 1-800-370-4860

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Jonah Z. Spiegelman

Jonah Z. Spiegelman

Of Counsel, British Columbia, Alberta & California Attorney
B.Sc., M.A., J.D.

Email: jonah.spiegelman@altrolevy.com

Telephone: 1-800-370-4860

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