Jonah Ravel

Director of Cross Border Financial Planning

Canada & U.S. Health Care Advisor

B.A., CFP®(Canada), CFP® (US), F. Pl.

 

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

Jonah Ravel

Director of Cross Border Financial Planning

B.A., CFP®(Canada), CFP® (US), F. Pl.

 

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

Jonah is a Director of Cross Border Financial Planning at MCA Cross Border Advisors Inc.

Jonah Ravel is a Director of Cross Border Financial Planning at MCA Cross Border Advisors Inc. who holds the CERTIFIED FINANCIAL PLANNER® designation in both Canada and the U.S. as well as the Quebec Financial Planner (F. Pl.) designation.

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® (Canada)
  • Certified Financial Planner ™ (US)
  • 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

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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