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.
- 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
Jonah Ravel & Matt Altro published in Advisor’s Edge on cross-border tax issues for US & Canadian tax-advantaged accounts. Read this article to learn more.
Jonah Ravel & Matt Altro published in Advisor’s Edge on the three exceptions for deducting cross-border retirement plan contributions. Read this article to learn more.
Despite the doubled estate tax exemptions under Republican tax reform, pre-exit estate tax planning is still needed for Canadians planning a move to the US.