2025 Tax Guide
Click Here: 2025 Tax Guide This guide provides information on the tax slips you may receive from the various subsidiaries of the Wealth Management sector of National Bank of Canada (NBC). You’ll find information about government slips and statements, as well as other relevant information. IMPORTANT: The information in this guide is for informational purposes […]
March Market Insights: There is no Bronze Medal
AI capex is America’s industrial rearmament “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” – Alex Karp, CEO of Palantir Download this PDF here. “There’s only two cultures that are going to win in the next year. It’s going to be us or […]
February Market Insights: Fortress America and the Colony Next Door
We are living through historic times Justice is only in question between equals; for the strong do what they can, and the weak suffer what they must. – Thucydides, ancient Greek historian Download this PDF here. Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to […]
January Market Insights: The 2026 Market Forecast
The baton is being passed “The history of markets is one of overreaction in both directions.” – Peter Bernstein Download this PDF here. When the cycle breaks History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are […]
December Market Insights: 2026 and the King Dollar Revival
Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain Download this PDF here. Rumours of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one fact stands out: The global U.S. dollar system—“King Dollar”[1]—is not vanishing. The […]
Highlights from the Federal Budget 2025
Download this article as a PDF. On November 4, 2025, Finance Minister and National Revenue Minister François-Philippe Champagne tabled the much-anticipated 2025 Federal Budget (Budget 2025). With no spring budget earlier this year, Canadians have been eager for insights into the government’s fiscal priorities and economic direction. Our Advanced Wealth Planning Group has summarized the […]
November Market Insights: Wealth In A Capex Supercycle
Fuller’s energy-intelligence fusion, McLuhan’s tool-building refrain, and in search of the Holy Grail “Wealth is the product of energy times intelligence: energy turned into artifacts that advantage human life.” – attributed to Buckminster Fuller Download this PDF here. Wealth is the product of energy times intelligence: energy channeled into artifacts that enhance human life. American […]
Wealth Professional’s Top 40 Under 40
We’re proud to share that three members of Mauro Family Wealth — Michael Mauro, Jordan Mauro, and Michael Minicucci — have been recognized with a prestigious award celebrating excellence in wealth management. Their dedication to client success, strategic insight, and unwavering commitment to integrity continue to set the standard in our industry. This honour reflects […]
October Market Insights: Trump, Carney and the Western Awakening
A new era for Canada is about to begin “I read in a newspaper that I was to be received with all the honors customarily rendered to a foreign ruler. I am grateful for the honors; but something within me rebelled at that word ‘foreign’. I say this because when I have been in Canada, […]
Since Joining Wellington-Altus: Mauro Family Wealth
As one of the first teams at Wellington-Altus, Mauro Family Wealth exemplifies how the culture at our firm fosters collaboration and innovation among like-minded colleagues, enabling both personal and professional growth. Read more about their transformative experience below.