Members

Irina Matco

i2 Wealth Cross Border Planning

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Irina Matco

Member Bio

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With over a decade of experience, clients frequently describe me as an invaluable partner, appreciating both my expertise and seasoned guidance. 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. The clients I work with are either Canadians moving to the U.S., Americans moving to Canada, U.S. citizens living in Canada or individuals with assets on both sides of the border. My areas of expertise span from Canada/U.S. Cross Border Financial Planning, Tax Planning, Retirement Planning, Estate Planning to Insurance and Risk Management.

Early on, I discovered my passion for finance and financial planning, which has since been a driving force in my professional journey. I’ve been recognized for my insights in esteemed publications like The Globe and Mail, where I have shared expertise on the complexities of relocating from the U.S. to Canada.

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.

My passion lies in making a meaningful impact on people’s lives. With a deep understanding of the profound effects of sound planning, I am committed to listening attentively and guiding clients toward a future of security and prosperity.

Beyond my professional pursuits, I cherish quality time with my husband and family, as well as my beloved companions, Luna our dog and cat Simba. I am deeply passionate about various causes close to my heart, including animal welfare, children’s education, environmental conservation, and human rights advocacy.

Specializations

Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
Corporate Tax Planning
Corporate Insurance Planning
Estate Planning
Executive Compensation
Financial Planning
Insurance Planning
Retirement Income Planning
Tax Planning
Succession Planning

Designation(s)

CFP (Canada)
Pl. Fin

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

Ontario
Quebec
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