Asset manager · Montreal, Quebec, Canada
I2 Wealth - Cross Border Planning
15706939 Canada Inc. · SEC-registered investment adviser · CRD 329976 · SEC 801-130279
At a glance
I2 Wealth - Cross Border Planning is an SEC-registered investment adviser based in Montreal, Quebec, Canada, with $0 in regulatory assets under management as of its Form ADV filed January 2, 2026. By Form ADV it is a asset manager, ranked 3,110th of 3,218 asset managers and 17,096th of 17,210 SEC-registered advisers by assets.
Main office 888-547-6777itwowealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #3,110 of 3,218
- Rank among all SEC RIAs
- #17,096 of 17,210
- Clients
- 0
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Irina MatcoPresident
- Ilaria DefendiVice President, Secretary, Chief Compliance Officer
Custody and brokerage
Custodian
I2 Wealth - Cross Border Planning’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Disciplinary disclosures
I2 Wealth - Cross Border Planning reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
How it’s paid
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗itwowealth.com ↗
AtlasMembers
The full record on I2 Wealth - Cross Border Planning
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does I2 Wealth - Cross Border Planning manage?
I2 Wealth - Cross Border Planning reports $0 in regulatory assets under management, on its Form ADV filed January 2, 2026.
What kind of firm is I2 Wealth - Cross Border Planning?
I2 Wealth - Cross Border Planning is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Does I2 Wealth - Cross Border Planning have any disciplinary history?
I2 Wealth - Cross Border Planning reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is I2 Wealth - Cross Border Planning’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →