Matt 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. He 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.Matt 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 special contributor to The Globe and Mail, he’s been interviewed on CHCH Television and by the National Post, BNN, 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.

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.

-Developed specialized knowledge with respect to wealth planning for Canadians moving to the U.S. and Americans moving to Canada and gained a deep knowledge of Canadian and U.S. systems. -Worked with clients to develop comprehensive plans designed to minimize tax, address estate planning issues, achieve retirement goals, identify investment opportunities, obtain healthcare coverage and meet immigration objectives.

While at Accenture, I developed a deep expertise in the areas of Business Strategy, Project Design, and Client Relationship Management.