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 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.