Market Outlook: Mastering the Playground of Markets in H2 2025

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Share This Post On July 4, 2025, the United States celebrated its 249th anniversary of independence from British rule—a milestone that ushered in a festive long weekend of joy, celebration, and fireworks for many of our valued clients, friends, and colleagues. For my family, it was an especially joyful occasion, as my son and I […]

Markets in Motion

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Share This Post Recently, Nadeem Kassam, CFA, MBA, Chief Investment Strategist at Marnoa Private Wealth Counsel, presented Markets in Motion: Market Trends 2025, offering investors a fresh perspective on the year ahead. By exploring global asset classes and analyzing real market movements rather than the constant noise, he revealed how 2025 presents both challenges and […]

Signal or Noise? Staying Focused Amid the Headlines

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Share This Post In a world flooded with headlines — many of them contradictory and anxiety-inducing — it’s increasingly difficult to distinguish signal from noise. Moreover, today’s news cycle, especially out of Washington, only amplifies the temptation to react emotionally. But before doing so, it’s important to remember – we’ve navigated uncertainty before. Over the […]

The Certainty of Uncertainty: Finding Clarity in the Chaos

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In today’s volatile economic landscape, uncertainty has become the only certainty.At Marnoa Private Wealth Counsel, we provide private wealth management in Kitchener, Waterloo, and Cambridge. Our cross-border financial planning team specializes in helping professionals and families manage their wealth on both sides of the border. Share This Post The Certainty of Uncertainty: Finding Clarity in […]

Nadeem Kassam

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Nadeem Kassam, CFA®, MBA Chief Investment Strategist & Chief Operating Officer 519-707-0052 Nadeem@marnoa.ca Mail-bulk Phone Linkedin Take the 3-Minute Risk Quiz Now Nadeem is a seasoned investment professional with over 15 years of experience in portfolio management, trading, equity research, and investment strategy, gained through roles at leading Canadian and global banks. Known for his […]

Designating Principal Residence Year

A couple holding a model house and a piggy bank on a table.

Some Canadian taxpayers automatically assume that their current residence will be exempt from capital gains tax when they sell it or when they pass away. Their facts and circumstances may be simple enough for that to be a valid assumption, but many Canadians own or have owned more than one property in their lifetime. As […]

Paul Thomas

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Paul Thomas, CFP®, FMA®, CIM®, FCSI® Financial Planner 519-707-0055 Paul@marnoa.ca Mail-bulk Phone Linkedin Take the 3-Minute Risk Quiz Now As an industry veteran with more than 25 years in the financial services industry, Paul brings a wealth of experience and a deep understanding of complex tax issues to his clients. He is a highly specialized […]

Suzanne Ribeiro

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Suzanne Ribeiro Client Service Coordinator 519-707-0054 Suzanne@marnoa.ca Mail-bulk Phone Take the 3-Minute Risk Quiz Now Suzanne joined Marnoa Private Wealth in May 2023. Suzanne is a dedicated client service coordinator with over 25 years of experience in the financial services industry. She has a strong background in providing high level customer service, managing teams and […]