Irina Matco
Co-founder & Cross Border Financial Planner at I2 Wealth Cross Border Planning
Based in Canada
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Seniority
C-Team
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
4
Contact information
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i•••••••@itwowealth.com
Phone
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Background
About Irina Matco
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.
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