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Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. Email & Phone Number
Co-Founder and Cross Border Financial Planner
at
i2 Wealth: Cross Border Planning
1 work email found
@mcacrossborder.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and Cross Border Financial Planner
Location
Canada, Canada, Canada
Company size
Who is Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.? Overview
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Quick answer
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. is listed as Co-Founder and Cross Border Financial Planner at i2 Wealth: Cross Border Planning, a company with 3 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at mcacrossborder.com and a matched LinkedIn profile for Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm..
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. previously worked as Co-Founder & Cross Border Financial Planner at I2 Wealth: Cross Border Planning and Director - Cross Border Financial Planning at Mca Cross Border Advisors Inc.. Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. holds Bachelors Of Commerce, Major In Finance from Concordia University - John Molson School Of Business.
Company email context
Email format at i2 Wealth: Cross Border Planning
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*@mcacrossborder.com
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AeroLeads found 1 current-domain work email signal for Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.. Compare company email patterns before reaching out.
Profile bio
About Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.
🌟 Fee-Based-Cross-Border Financial Planner | Turning Challenges into Opportunities 🌟As a cross-border financial planner, I aim to navigate clients through the diverse challenges they encounter, ensuring they make the most of every opportunity to enhance their financial security and that of their families. 💼 Expertise Highlights:My areas of expertise span from Cross Border Financial Planning, Tax Planning, Retirement Planning, Estate Planning to Insurance and Risk Management. With over a decade of experience, clients frequently describe me as an invaluable partner, appreciating both my expertise and seasoned guidance.🔗 Collaborative Approach:As a professional, I recognize the value of collaboration and leveraging the expertise of fellow professionals. I employ a collaborative approach, coordinating efforts with a vast network of cross-border accountants, lawyers, and investment advisors, ensuring seamless integration and alignment across every aspect of the financial plan.🚀 Let's Shape Your Financial Future:Embark on a transformative financial journey with a fee based cross border financial planner who prioritizes meaningful conversations and personalized solutions. I am here to understand your story, collaborate on your financial goals, and contribute to the creation of a robust and tailored cross border financial plan that takes into consideration your status and geographic location of your assets.
Listed skills include Banking, Investments, Financial Planning, Mutual Funds, and 31 others.
Current workplace
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s current company
Company context helps verify the profile and gives searchers a useful next step.
I2 Wealth: Cross Border Planning
10 roles
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. work experience
A career timeline built from the work history available for this profile.
Co-Founder & Cross Border Financial Planner
CurrentAs a fee-based certified cross border financial planner, I offer a comprehensive range of services, spanning from hourly consultations and financial or retirement analyses to the development of a comprehensive cross border financial plan. With our transparent fee-based model, you invest in getting the financial advice you need to ensure you leverage all.
Dec 2023 - Present
Director - Cross Border Financial Planning
Mar 2022 - Nov 2023
Senior Cross Border Financial Planner
Jul 2020 - Mar 2022
Cross Border Financial Planner
As a Cross Border Financial Planner, I provide guidance to Canadian residents moving to the US and American residents moving to Canada understand the complex financial implications in making such a transition.
May 2019 - Jul 2020
Financial Planner And Investment Specialist
As a Scotiabank Investment Specialist, I draw on my investment expertise and years of financial planning experience to help my clients realize their financial goals. Many are small business owners – individuals, families and entrepreneurs that are passionate about their chosen venture. I bring that same passion to help them align their business plan with.
Dec 2016 - May 2019
Financial Planner
Dec 2014 - Nov 2016
Financial Planner
Feb 2014 - Dec 2014
Financial Service Manager
I deal with both personal and commercial clients in everyday banking, investments, lending and residential mortgages. I offer fixed income solutions, mutual funds and ETF's. My current focus is on Financial Planning and awaiting my IQPF designation.
Apr 2011 - Mar 2014
Customer Service Representative
May 2010 - Mar 2011
3 education records
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. education
Bachelors Of Commerce, Major In Finance
Concordia University - John Molson School Of Business
Financial Planner (Pl. Fin.), Financial Planning And Services
Institut Québécois De Planification Financière (Iqpf)
Bachelor Of Commerce - Bcom, Finance, General
FAQ
Frequently asked questions about Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.
Quick answers generated from the profile data available on this page.
What company does Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. work for?
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. works for i2 Wealth: Cross Border Planning.
What is Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s role at i2 Wealth: Cross Border Planning?
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. is listed as Co-Founder and Cross Border Financial Planner at i2 Wealth: Cross Border Planning.
What is Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s email address?
AeroLeads has found 1 work email signal at @mcacrossborder.com for Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. at i2 Wealth: Cross Border Planning.
Where is Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. based?
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. is based in Canada, Canada, Canada while working with i2 Wealth: Cross Border Planning.
What companies has Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. worked for?
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. has worked for I2 Wealth: Cross Border Planning, Mca Cross Border Advisors Inc., Scotiabank, National Bank Of Canada, and Bmo Financial Group.
How can I contact Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.?
You can use AeroLeads to view verified contact signals for Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. at i2 Wealth: Cross Border Planning, including work email, phone, and LinkedIn data when available.
What schools did Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. attend?
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. holds Bachelors Of Commerce, Major In Finance from Concordia University - John Molson School Of Business.
What skills is Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. known for?
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. is listed with skills including Banking, Investments, Financial Planning, Mutual Funds, Wealth Management, Financial Services, Retail Banking, and Retirement Planning.
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