Insights and Guidance

Our blog features thought leadership on market and economic trends, investment themes, tax and estate planning strategies, portfolio insights, media features, and other perspectives to help investors stay informed.

Beyond the Plan
Jun 26, 2025

Marnoa Private Wealth Counsel explores how families can pass on the cherished family cottage while avoiding legal, tax, and emotional pitfalls. This insightful article guides readers through smart...

Collecting Compounders
Jun 26, 2025

In “Alphabet: Defending Google’s Search Leadership in the AI Era,” Marnoa Private Wealth Counsel examines how Alphabet is strategically integrating advanced AI technologies, such as...

Beyond the Plan
Jun 26, 2025

Maximize your financial potential with Marnoa Private Wealth Counsel’s tailored tax-free wealth strategies for incorporated professionals. This guide explores how business owners, doctors,...

Collecting Compounders
Jun 14, 2025

At Marnoa Private Wealth Counsel, we specialize in private wealth management for clients in Kitchener, Waterloo, and Cambridge, with dedicated expertise in Canada and US cross-border financial...

Investor Presentations
Jun 04, 2025

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...

Beyond the Plan
Jun 01, 2025

You’ve never retired before – but I’ve helped many people do it successfully. What’s the difference between retiring with confidence and retiring with anxiety? A real plan. One that...