Jonah Ravel

Cross Border Financial Planner

B.A., CFP®, F. Pl.

 

Email: jravel@mcacrossborder.com
Telephone: 514-940-8068

Jonah Ravel

Cross Border Financial Planner

B.A., CFP®, F. Pl.

 

Email: jravel@mcacrossborder.com
Telephone: 514-940-8068

Jonah is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.

Jonah Ravel is a Cross Border Financial Planner at MCA Cross Border Advisors Inc. who holds the CERTIFIED FINANCIAL PLANNER® and Quebec Financial Planner (F. Pl.) designations.

Jonah is a seasoned financial professional with nearly 20 years of experience in the financial services industry. Before joining the team at MCA Cross Border Advisors Inc., Jonah worked in a variety of retail roles at some of Canada’s major banks where he developed advanced skills in the delivery of attentive and exceptional client service.

Accustomed to researching complex cross-border issues, Jonah excels at analyzing each client’s unique set of facts and providing tailored advice to help them optimize their cross-border lifestyle. As a writer of comprehensive cross-border financial plans, Jonah helps clients gain clarity on their complete cross-border picture by advising them on Canada/U.S. tax planning, retirement planning, estate planning, health coverage & insurance planning, and investment planning.

Education
  • Bachelor of Arts (B.A.) with Great Distinction, McGill University, 2004

Awards & Recognition
  • Ranked among the top 5% on the IQPF Financial Planning certification final exam
Certifications & Memberships
  • Certified Financial Planner®
  • Financial Planner (F. Pl.), Member of the Chambre de la sécurité financière

Recent Articles, Media Interviews & blogs by Jonah

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

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David A. Altro

David A. Altro

Executive Vice-President

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Edwin Wong

Edwin Wong

Vice-President – Family Office Investment Services

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Sherry Zheng

Sherry Zheng

Vice President – Tax Services

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Valerie Baldassare

Valerie Baldassare

Director of Operations

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Yuan Chu Zi Lao

Yuan Chu Zi Lao

Cross Border Financial Planner

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Jonah Ravel

Jonah Ravel

Cross Border Financial Planner

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Tarun Suri

Tarun Suri

Cross Border Wealth Planner

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Nancy Zheng

Nancy Zheng

Tax Manager

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Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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