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MCA Cross Border Advisors
Matt C. Altro founded MCA Cross Border Advisors in 2013 to serve clients caught between the two largest North American tax regimes. The firm structures itself...
MCA Cross Border Advisors
Matt C. Altro founded MCA Cross Border Advisors in 2013 to serve clients caught between the two largest North American tax regimes. The firm structures itself as a multi-disciplinary practice where Certified Financial Planners, Chartered Accountants, CFAs, and estate planning lawyers collaborate on individual cross-border transitions. Its client base concentrates on professionals being relocated between the two countries and high-net-worth families with exposure on both sides of the border. The firm offers Private Client Services and a family-office structure for ultra-high-net-worth families, combining financial planning with investment management through a single team. Its investment services are led by Vice-President Greg Tomkins, with Adam Birzgalis overseeing investment oversight and compliance. While asset-level positions are not publicly detailed, the firm emphasizes integrated cross-border financial plans that coordinate Canadian and US retirement accounts, real estate dispositions, and tax-equalization strategies to minimize jurisdictional friction. The website lists 24 professionals, including four named senior cross-border financial planners, three senior tax managers, and a dedicated compliance specialist. The team operates from Toronto. In a 2026 website capture, the firm continued to publish technical articles on topics such as the TCJA sunset and health care subsidies for Canadians moving to the US, signaling ongoing engagement with live regulatory thresholds. MCA's structural differentiator is scope, not scale. Most wealth managers treat cross-border advice as a referral out; MCA houses CPAs credentialed in both Canada and the US alongside portfolio managers under one advisory roof. The model aims to prevent the fractured advice that triggers double-taxation events when a residency change intersects with retirement, estate, or investment accounts governed by two national rulebooks.
General information
Firm type
Multi Family Office
Year founded
2013
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
Toronto, Ontario, Canada
Principals
Matt C. Altro
President & CEO
Greg Tomkins
Vice-President – Investment Services & Lead PM
Sherry Zheng
Vice-President - Tax Services
Sector focus
Frequently asked questions
Who runs investment decisions at MCA Cross Border Advisors?
Greg Tomkins serves as Vice-President of Investment Services and Lead Portfolio Manager, according to the firm's team page. Adam Birzgalis supports the investment function as Head of Investment Oversight and Compliance Specialist. Matt C. Altro, the President and CEO, leads the overall firm but the named investment leadership sits with Tomkins.
How does MCA Cross Border Advisors source its clients?
The firm attracts clients through its niche expertise in cross-border financial planning, not a traditional institutional channel. Its website asks prospects to note how they heard about the firm, listing sources that include Globe and Mail articles, Advisor's Edge publications, professional referrals from lawyers and accountants, and direct book inquiries tied to the Altro family's published work on cross-border taxation.
Is MCA structured as a single family office or does it operate more like a wealth management practice?
MCA Cross Border Advisors operates as a registered investment adviser and multi-disciplinary wealth management practice, not a single-family office. However, it offers a family office service tier for ultra-high-net-worth families who need ongoing, coordinated oversight of financial affairs managed by a single cross-border team.
Does MCA participate in fund commitments or only direct financial planning?
The firm publicly positions itself around financial planning, investment management, and portfolio management for individuals and high-net-worth families, but it does not disclose whether it allocates to external commingled funds or concentrates exclusively on direct managed-account portfolios. The investment oversight and compliance structure suggests a registered investment adviser framework rather than a venture or private-equity fund model.
How is MCA Cross Border Advisors related to The Altro Group and David A. Altro?
The firm's website captures newsletter subscriptions for 'The Altro Group' and lists a consultation inquiry source linked to a book by David A. Altro, indicating a shared professional and possibly familial ecosystem focused on cross-border advisory. MCA appears to be the planning and investment arm within a broader Altro-branded group that includes legal and tax publishing capabilities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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