Wealth Management With a Personal Touch Helping You Achieve Financial Freedom
Marnoa Private Wealth provides comprehensive financial planning and portfolio management services for families, business owners, and retirees living in Canada and the U.S.
Our mission is to preserve and grow client wealth so that they can achieve financial peace of mind and focus on the important things in life.
We are licensed and regulated in both Canada and the U.S. This means we can navigate two regulatory environments and manage a client’s financial interests in Canada and the U.S.
We hold ourselves to the highest standard when looking after our clients’ interests. Trust is the foundation of every relationship, and every decision will be made with your best interest in mind.
Bring clarity to your wealth management needs
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
- Marnoa Private Wealth 20 Erb St. West Suite 1001 Waterloo, ON N2L 1T2
- T 519.707.0048
- F 519.231.0459
- TF 888.707.0148
- Map & Directions
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – Canadian Investor Protection Fund and member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal
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