Sign In
Get Clay Free →

Suggestions

    B. Irina Matco

    Senior Cross Border Financial Planner at MCA Cross Border Advisors Inc.

    Irina Matco, CFP®, F. Pl., B. Comm., is a seasoned Senior Cross Border Financial Planner at MCA Cross Border Advisors, specializing in providing expert financial guidance for clients moving between the US and Canada. With a decade of experience in the financial services industry, Irina excels at developing comprehensive cross border financial plans tailored to high net worth individuals, professionals like doctors and tech executives, and business owners. She is acclaimed for her deep expertise in optimizing US retirement accounts, notably through Roth IRA conversions to achieve significant tax savings.

    B. Irina Matco
    Get intro to B.
    Add to my network

    Location

    Greater Montreal Metropolitan Area