Marnoa Private Wealth Counsel Ltd.

Marnoa Private Wealth Counsel Ltd. Marnoa Private Wealth Counsel Ltd. social media disclaimers:
Raymond James Ltd
https://bit.ly/2XCzArD
Raymond James (USA) Ltd. is a member of FINRA/SIPC.

provides investment management & financial planning services to HNW individuals, families & organizations across multiple Canadian Provinces and the United States. https://bit.ly/2OBLFt9
/*********/
Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNn
Raymond James (USA) Ltd. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions

for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

Do you know someone in Canada inheriting US-based assets, such as an IRA?Learn how our team can manage the inherited IRA...
02/10/2026

Do you know someone in Canada inheriting US-based assets, such as an IRA?

Learn how our team can manage the inherited IRA account for the Canadian beneficiary and minimize tax consequences: https://marnoa.ca/cross-border/inheriting-an-ira/

Our expertise covers various aspects including incorporating strategic giving into your legacy plan, establishing family...
02/02/2026

Our expertise covers various aspects including incorporating strategic giving into your legacy plan, establishing family foundations, maximizing the impact of your donations, and utilizing a charitable giving fund to grow your philanthropic reach.

Learn more at https://marnoa.ca/financial-planning/

We will create a custom financial strategy to guide you towards your objectives. Our process helps set clear priorities,...
01/26/2026

We will create a custom financial strategy to guide you towards your objectives. Our process helps set clear priorities, uncovers future needs, and provides recommendations in line with your goals.

Learn more at https://marnoa.ca/financial-planning/

We help Americans and Canadians who have investment accounts on both sides of the border. Our cross-border financial adv...
01/23/2026

We help Americans and Canadians who have investment accounts on both sides of the border. Our cross-border financial advisors are dually licensed in Canada and the U.S.

Lean more about our cross-border services: https://marnoa.ca/cross-border/

01/21/2026

Savor the view, enjoy the company, and rest easy knowing your wealth is on the right path.

Learn more at https://marnoa.ca

Whether you want to build wealth over time, generate retirement income, or identify solutions to minimize taxes and pres...
01/19/2026

Whether you want to build wealth over time, generate retirement income, or identify solutions to minimize taxes and preserve wealth for future generations, we will structure a plan that aligns with your goals.

Learn more at https://marnoa.ca/financial-planning/

01/14/2026

Together, build memories supported by a solid financial foundation.

Learn more at www.marnoa.ca

Address

1001-20 Erb Street W
Waterloo, ON
N2L1T2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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