Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. Email and Phone Number

Co-Founder and Cross Border Financial Planner @ i2 Wealth: Cross Border Planning
Canada
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s Location
Canada, Canada
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s Contact Details

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. work email

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. personal email

n/a
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.

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s Current Company Details
i2 Wealth: Cross Border Planning

I2 Wealth: Cross Border Planning

View
Co-Founder and Cross Border Financial Planner
Canada
Website:
itwowealth.com
Employees:
3
Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. Work Experience Details
  • I2 Wealth: Cross Border Planning
    Co-Founder And Cross Border Financial Planner
    I2 Wealth: Cross Border Planning
    Canada
  • I2 Wealth: Cross Border Planning
    Co-Founder & Cross Border Financial Planner
    I2 Wealth: Cross Border Planning Dec 2023 - Present
    As 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 the opportunities available to you, from strategies surrounding your Canadian & US retirement accounts, brokerage accounts, stock compensation such as RSUs, real estate, pensions and more.
  • Mca Cross Border Advisors Inc.
    Director - Cross Border Financial Planning
    Mca Cross Border Advisors Inc. Mar 2022 - Nov 2023
  • Mca Cross Border Advisors Inc.
    Senior Cross Border Financial Planner
    Mca Cross Border Advisors Inc. Jul 2020 - Mar 2022
    Montreal, Quebec, Canada
  • Mca Cross Border Advisors Inc.
    Cross Border Financial Planner
    Mca Cross Border Advisors Inc. May 2019 - Jul 2020
    1200 Mcgill College, Suite 1900, Montreal, Qc, H3B 4G7
    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.
  • Scotiabank
    Financial Planner And Investment Specialist
    Scotiabank Dec 2016 - May 2019
    645, Boul René-Lévesque O, Montréal, Qc H3B 1S5
    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 their personal financial plan in order to realize their investment and retirement goals.  Understanding the time constraints of business owners, my clients appreciate the flexibility of meeting at a time and location that works with their schedule. Additionally, I can help their employees achieve investment success with practical advice and convenient solutions. I understand the more complex needs of small business owners and include multiple sources of retirement income, tax deferral strategies and succession planning issues when building a customized financial plan. I also place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs.  I am a proud member of Scotiabank’s Investment Specialist team – a group of experienced investment professionals dedicated to helping our clients become financially better off, backed by the strength of a leading Canadian bank.
  • National Bank Of Canada
    Financial Planner
    National Bank Of Canada Dec 2014 - Nov 2016
    3550 Boulevard Des Sources, Dollard-Des-Ormeaux, Qc, H9B 1Z9
  • Bmo Financial Group
    Financial Planner
    Bmo Financial Group Feb 2014 - Dec 2014
    Montreal-Nord, Quebec, Canada
  • Bmo Financial Group
    Financial Service Manager
    Bmo Financial Group Apr 2011 - Mar 2014
    Laval, Quebec, Canada
    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.
  • Bmo Financial Group
    Customer Service Representative
    Bmo Financial Group May 2010 - Mar 2011

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. Skills

Banking Investments Financial Planning Mutual Funds Wealth Management Financial Services Retail Banking Retirement Planning Portfolio Management Loans Financial Analysis Relationship Management Credit Mortgage Lending Residential Mortgages Retirement Credit Analysis Commercial Banking Consumer Lending Commercial Lending Credit Risk Financial Planners Strategic Financial Planning Wealth Management Services Investment Strategies Finance Financial Advisory Cross Border Financial Planning Business Development Presentation Skills Communication Institutional Relations Personal Tax Planning Estate Tax Planning Corporate Tax Planning

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. Education Details

  • Concordia University - John Molson School Of Business
    Concordia University - John Molson School Of Business
    Major In Finance
  • Institut Québécois De Planification Financière (Iqpf)
    Institut Québécois De Planification Financière (Iqpf)
    Financial Planning And Services

Frequently Asked Questions about Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.

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 the current company?

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s current role is Co-Founder and Cross Border Financial Planner.

What is Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s email address?

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s email address is irina.matco@nbc.ca

What schools did Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. attend?

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. attended Concordia University - John Molson School Of Business, Institut Québécois De Planification Financière (Iqpf), Concordia University.

What are some of Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm.'s interests?

Irina Matco, Cfp®(Canada), Cfp®(Usa), F. Pl., B. Comm. has interest in Animal Welfare, Education, Environment.

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. has skills like Banking, Investments, Financial Planning, Mutual Funds, Wealth Management, Financial Services, Retail Banking, Retirement Planning, Portfolio Management, Loans, Financial Analysis, Relationship Management.

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