2026 Excellence Awardee: Jordan Mauro
Congratulations to Jordan Mauro who has been nominated as an Excellence Awardee for Wealth Professional’s 2026 Rising Star Advisor of the Year. This award recognizes an advisor who has demonstrated excellence within their first three years in the profession, and Jordan’s exceptional proficiency in investment strategy, client engagement, and regulatory compliance clearly sets him […]
2026 Excellence Awardee: Mauro Family Wealth
Congratulations to Mauro Family Wealth who has been nominated as an Excellence Awardee for Wealth Professional’s 2026 Holistic Advisory Team of the Year. This award recognizes the advisory team that has best displayed excellence over the last 12 months offering a full suite of services including but not limited to investments, tax and estate planning, […]
April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump
Here begins the Great Game Download this PDF here. U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting Russia, Washington is trying […]
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 […]