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Submitted URL: http://marnoa.ca/
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Submission: On March 11 via api from US — Scanned from CA
Effective URL: https://www.marnoa.ca/
Submission: On March 11 via api from US — Scanned from CA
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Skip to content twitterfacebooklinkedinenvelope * T: 519.707.0048 * F: 519.231.0459 * TF: 888.707.0148 Feel free to reach out. Menu * * Team * Team * Pedro Ribeiro * Maria Ayles * Christopher De Sousa * Tracy Andrade * Marci Paquete * Our Partners * Professional Recognitions * About Raymond James * Community Involvement * Who We Serve * Who We Serve * Families & Individuals * Retirees * Business Owners * Non-Profits * How We Help * How We Help * Our Process * Financial Planning * Portfolio Management * Cross Border * Cross Border * Cross Border Clients * Cross Border Services * Rollover your IRA/401(K) to Canada * Social Security, CPP and OAS * Moving to Canada From The USA * Insights * Contact * Client Access * Client Access * CA Client Access * US Client Access * Marnoa Private Wealth 20 Erb St. West Suite 1001 Waterloo, ON N2L 1T2 T: 519.707.0048 F: 519.231.0459 TF: 888.707.0148 Map and Directions Map and Directions SOPHISTICATED WEALTH MANAGEMENT TO SERVE YOUR INDIVIDUAL NEEDS The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you. We are honoured to be included on the 2022 list of Canada's Top Wealth Advisors– Best in Province list, which is administered by Report on Business magazine and SHOOK Research. We want to thank our clients' for entrusting our team to help them achieve their financial goals. Previous RETIREES 06/10/2018 Nurturing wealth so you can live a longer, better life. Read More 02 -------------------------------------------------------------------------------- Niches BUSINESS OWNERS 06/10/2018 Unique solutions for business owners and entrepreneurs. Read More 03 -------------------------------------------------------------------------------- Niches NON-PROFITS 06/08/2018 Expertise to support the unique needs and goals of non-profits Read More 04 -------------------------------------------------------------------------------- Niches CROSS-BORDER CLIENTS 06/10/2018 Unique solutions for Americans and Canadians. Read More 01 -------------------------------------------------------------------------------- Niches RETIREES 06/10/2018 Nurturing wealth so you can live a longer, better life. Read More 02 -------------------------------------------------------------------------------- Niches BUSINESS OWNERS 06/10/2018 Unique solutions for business owners and entrepreneurs. Read More 03 -------------------------------------------------------------------------------- Niches NON-PROFITS 06/08/2018 Expertise to support the unique needs and goals of non-profits Read More 04 -------------------------------------------------------------------------------- Niches CROSS-BORDER CLIENTS 06/10/2018 Unique solutions for Americans and Canadians. Read More 01 -------------------------------------------------------------------------------- Niches RETIREES 06/10/2018 Nurturing wealth so you can live a longer, better life. Read More 02 -------------------------------------------------------------------------------- Niches BUSINESS OWNERS 06/10/2018 Unique solutions for business owners and entrepreneurs. Read More 03 -------------------------------------------------------------------------------- Niches Next * 1 * 2 Previous YOU ARE THE CENTER OF OUR ATTENTION Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives. Learn how we put you first COLLABORATION REVEALS YOUR NEEDS, WANTS AND WISHES See what our process looks like THOUGHTFUL ADVICE CRAFTEDJUST FOR YOU Understand why it matters Next * 1 * 2 * 3 YOUR GOALS BECOME OURS Previous Christopher De Sousa, CIM® Associate Portfolio Manager View Bio Tracy Andrade Associate Wealth Advisor View Bio Marci Paquete Client Service Specialist View Bio Pedro Ribeiro, CIM®, FCSI® Portfolio Manager View Bio Maria Ayles, CFP®, FMA Wealth Manager View Bio Christopher De Sousa, CIM® Associate Portfolio Manager View Bio Tracy Andrade Associate Wealth Advisor View Bio Marci Paquete Client Service Specialist View Bio Pedro Ribeiro, CIM®, FCSI® Portfolio Manager View Bio Maria Ayles, CFP®, FMA Wealth Manager View Bio Christopher De Sousa, CIM® Associate Portfolio Manager View Bio Next * 1 * 2 * 3 * 4 * 5 -------------------------------------------------------------------------------- It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for. Robert Kiyosaki ALWAYS HERE FOR YOU * Marnoa Private Wealth 20 Erb St. West Suite 1001 Waterloo, ON N2L 1T2 * T 519.707.0048 * F 519.231.0459 * TF 888.707.0148 * Map & Directions * Map & Directions twitterfacebooklinkedinenvelope Website legal disclaimers Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc. Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund. Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement. Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website. Raymond James (USA) Ltd. is a member of FINRA/SIPC. This website may provide links to other internet sites for convenience of users. Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites. Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to. Please click on the link below to stay connected via email. 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