Jonah is a Senior Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Jonah Ravel is a Senior 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
The future of the Affordable Care Act (ACA), also known as Obamacare, and by extension the entire healthcare landscape in the U.S., is anybody’s guess at this point with the U.S. election day almost upon us. The recent death of Ruth Bader Ginsburg in September and her subsequent replacement by...
We are pleased to announce that Jonah Ravel has recently contributed an article for Advisor’s Edge, which was published on June 30, 2020. His article titled “Comparing Canadian and U.S. Covid-19 measure for retirees” serves as a thorough review of Canada's RRIF relief and US relief for retirement plans.
Many Canadian and U.S. companies have employees who travel regularly across the border to carry out their job functions in the other country. Ensuring that employees have sufficient healthcare coverage at all times is critical.