Getting the Details Right When people hear “estate planning,” they often think of a Will and not much else. In reality, it’s a lot more practical than that. It’s about making...
Dear Clients, On August 6, 2026, I joined BNN Bloomberg to discuss July’s market volatility, why we believe the long-term AI investment thesis remains intact despite the recent correction, and...
Dear Valued Clients, At Marnoa, we believe that sharing knowledge is an important extension of the work we do every day. Beyond helping clients make informed financial decisions, we’re...
There are several options available to you for dealing with your 401(k) when you move to Canada, but it can be difficult to know which one is the right choice for...
Are you inheriting an IRA while living in Canada? U.S. firms usually cannot manage Individual Retirement Accounts (IRA) for Canadian beneficiaries who are non-U.S. residents. The U.S. firm may...
If you’re a new or current resident of Canada, we can help manage your IRA accounts. You won’t have to collapse or liquidate them, which can result in significant penalties or...
