Recognized as 2025 Advisory Team of the Year by Wealth Professional Canada

April Market Insights: Embracing a Multipolar World

Unlocking a new golden era for investors “The condition of man … is a condition of war of everyone against everyone;” yet, by the mutual agreement of sovereign powers, peace may be obtained, and the benefits of order secured. – Thomas Hobbes, Leviathan (1651) Download this PDF here. The signing of the Peace of Westphalia […]

2025 Excellence Awardee: Mauro Family Wealth

Congratulations to Mauro Family Wealth who has been nominated as an Excellence Awardee for Wealth Professional’s 2025 Advisory Team of the Year (Under 10 Staff). We are honoured to be nominated for this award, recognizing excellence in wealth management over the past year. Led by Frank Mauro, who celebrated his 40-year anniversary in the industry in […]

2025 Excellence Awardee: Michael Mauro

Congratulations to Michael Mauro who has been nominated as an Excellence Awardee for Wealth Professional’s 2025 Rising Star Advisor of the Year.  This award recognizes the advisor who has displayed excellence in their first three years as an advisor. Michael has showcased exceptional skill in investment strategies, client relationships, and regulatory compliance, distinguishing himself with […]

2025 Excellence Awardee: Michael Minicucci

Congratulations to Michael Minicucci who has been nominated as an Excellence Awardee for Wealth Professional’s 2025 Rising Star Advisor of the Year.  This award recognizes the advisor who has displayed excellence in their first three years as an advisor. Since becoming accredited, Michael has demonstrated exceptional expertise in investment strategies, client relationship management, and regulatory […]

2025 Excellence Awardee: Jordan Mauro

Congratulations to Jordan Mauro who has been nominated as an Excellence Awardee for Wealth Professional’s 2025 Young Entrepreneur of the Year Award.  This award recognizes an individual who has made a significant impact through entrepreneurship in the wealth management industry. This could include innovations in financial planning, investment strategies, client relationship management, or technology solutions […]

March Market Insights: From Trump’s Demands to Canada’s Destiny

Charting a new course in a shifting world order “A statesman must wait and listen until he hears the steps of God sounding through events; then leap up and grasp the hem of his garment.” – Otto von Bismarck Download this PDF here. Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as […]

February Market Insights: From Extremes To Centre

Charting a New Path for Economics and Investing as Trump Returns and Trudeau Steps Down You have enemies? Why, it is the story of every man who has done a great deed or created a new idea. – Victor Hugo Download this PDF here. The Shifting Political Landscape In today’s politically charged atmosphere, it can […]

Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes

Download this PDF here. On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that Parliament be prorogued. The Governor General consented to the request, terminating all parliamentary activities until March 24.   What does this mean for previously announced proposals? […]

January Market Insights: The Digital Gold Rush

How Bitcoin Became America’s Unlikely Saviour Download this PDF here. “If you are going to put a legend on the greenbacks, I would suggest that of Peter and Paul, ‘Silver and gold I have none, but such as I have I give to thee.” – Abraham Lincoln [1] In our fast-paced world, we often overlook the […]

2024 Fall Economic Statement

Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024). Earlier that day, Chrystia Freeland resigned as Deputy Prime Minister and Minister of Finance. In her absence, FES 2024 was tabled, but not presented or […]