Insights

Marnoa in the Media – April 2026

April 24, 2026
Pedro Ribeiro, Founder, CEO, and Portfolio Manager
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Dear Valued Clients,

At Marnoa, we believe that transparency and thought leadership are cornerstones of the trust we work to earn every day. Part of how we live that commitment is by sharing our perspectives beyond client conversations — contributing to industry publications, advisor forums, and media outlets that reach investors and professionals across the country.

Over the past two months, members of our team were featured in several notable publications, covering topics that sit at the heart of what we do: building purposeful careers in financial planning, navigating the evolving ETF and mutual fund landscape, and knowing when professional guidance can make a real difference in someone’s financial life.

We’re proud of the work our team puts forward, and we hope these reads offer you both value and a deeper window into the expertise working on your behalf.

Pedro Ribeiro

Authority Magazine | April 12, 2026

Tracy Andrade, CFP®, CIM®, Wealth Advisor & Certified Financial Planner

5 Things You Need to Create a Highly Successful Career as a Woman Financial Planner: In this in-depth interview, Tracy shares her journey and insights on building a purpose-driven career in financial planning — from the importance of authenticity and trust-building with clients, to navigating an industry where women remain significantly underrepresented. A candid and empowering read.

Read the full interview

Advisor Perspectives | April 4, 2026

Nadeem Kassam, CFA®, MBA®, Chief Investment Strategist & Portfolio Manager

Managing ETF and Mutual Fund Exposure Across Asset Classes: With over 20 years of experience at institutions including Raymond James, RBC, CIBC, Citigroup, and Deutsche Bank, Nadeem tackles one of the most relevant questions in portfolio construction today: ETFs vs. mutual funds — and why the better question is which vehicle best serves each specific objective. A must-read for anyone thinking about how their portfolio is built.
Read the full article

Comparison Adviser | March 12, 2026

Tracy Andrade, CFP®, CIM®, Wealth Advisor & Certified Financial Planner

5 Situations to Consider Hiring a Financial Advisor: This piece, written for a broad consumer audience, outlines the key life moments when professional financial guidance can make a meaningful difference — from approaching retirement to navigating sudden wealth or major life transitions. Marnoa’s perspective is featured among the expert commentary.
Read the full article

Marnoa Private Wealth Counsel Ltd. (“Marnoa”) is a Portfolio Manager and Exempt Market Dealer registered in the provinces of Ontario, Quebec, British Columbia, Manitoba, Alberta, and Nova Scotia.

Marnoa Private Wealth Counsel Ltd. is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. The information contained herein is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice, nor as an offer or solicitation to buy or sell any security, or a recommendation. The firm or its clients may or may not hold positions mentioned.

Opinions expressed are current as of the date of publication and are subject to change without notice. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Readers should consult their own professional advisers before making any investment decisions.

This content is directed to persons in those jurisdictions in which Marnoa is registered to provide investment advice. It is not intended to reflect the reader’s personal needs and circumstances and hence is not a solicitation for advisory services. Any information or description of services provided herein is effective on the date of publication only, and Marnoa does not undertake to advise the reader of any changes.

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Pedro Ribeiro
Pedro Ribeiro
CIM®, FCSI® Founder, CEO and Portfolio Manager
Pedro, founder of Marnoa, is a Portfolio Manager with over 25 years’ experience providing personalized, goal-based financial guidance. He holds CIM® and FCSI® designations and advises clients in Canada and the U.S.

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