“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