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“I’m a certified financial
planner. I work with successful
professionals and business
owners who are U.S citizens
living in Canada.”
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“The issues are
complex and no
one wants to
make a mistake
when it comes to
the IRS.”
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“You are the first person that ever had the discussion with me, on something like this from the advisory perspective.”~ Jean Schnob
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“I would say the level of knowledge is probably close
to zero, most [advisors] are unaware of the rules and
they have a tendency of advising clients without
significant knowledge of the rules.”
~ Jean Schnob
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“This is a team effort. As accountants we don’t know all the investment vehicles that are out there but we know a lot of the compliance rules.”~ Jean Schnob
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“I think the client would be much better served… they'll sleep well at night, they'll know that there are no hidden issues they have to deal with.”~ Jean Schnob
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