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Author: Pedro Ribeiro, Founder, CEO, and Portfolio Manager

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Posts by Pedro Ribeiro, Founder, CEO, and Portfolio Manager

Marnoa in the Media – July 2026

Posted on July 20, 2026 (September 16, 2026)

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…

Posted in Insights

401(k) In Canada

Posted on July 20, 2026 (August 11, 2026)

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…

Posted in Cross-Border

Inheriting an IRA

Posted on July 20, 2026 (August 11, 2026)

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…

Posted in Cross-Border

IRA to an RRSP

Posted on July 20, 2026 (August 11, 2026)

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…

Posted in Cross-Border

Transfer 401(k) to an IRA in Canada

Posted on July 20, 2026 (August 11, 2026)

We Can Manage Your IRA If You’re A Resident of Canada We can manage your IRA and/or rollover your 401(k) into an IRA as a resident of Canada. You won’t have…

Posted in Cross-Border

Americans Living In Canada

Posted on July 20, 2026 (August 11, 2026)

Managing Your Wealth Across Borders Avoid having to liquidate your investment accounts or risk significant penalties and tax consequences as a result of your move to Canada. Our team will help…

Posted in Cross-Border

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Marnoa Private Wealth Counsel
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20 Erb St. West, Suite 1001A,
Waterloo, Ontario,
Canada N2L 1T2

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