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Matt C. Altro

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

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 President & CEO of MCA Cross Border Advisors Inc. and Partner of Altro Levy LLP. 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 in the US Masters of Tax program at Nova Southeastern University.

Matt works out of the Montreal and Toronto offices and spends time travelling across North America to meet with clients. He has specialized and in-depth knowledge with respect to wealth planning for Canadians moving to the US, Americans moving to Canada, or executive employees relocated between the countries.

Matt has over a decade of experience in cross border planning and leads a team of multidisciplinary professionals including US 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 a tax column in The Montreal Gazette, he’s been interviewed on CHCH Television and by the National PostAdvisor’s Edge24 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 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)

› Member of the Family Office Exchange

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), TEP

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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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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