“I’m a certified financial

planner. I work with successful

professionals and business

owners who are U.S citizens

living in Canada.”

“The issues are

complex and no

one wants to

make a mistake

when it comes to

the IRS.”

“You are the first person that ever had the discussion with me, on something like this from the advisory perspective.”~ Jean Schnob

“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

“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

“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