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 […]
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 […]
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 […]
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.
2025 Advisory Team of the Year
We are proud to share that Mauro Family Wealth has been named Advisory Team of the Year – a recognition that we are deeply honoured and humbled to receive. This achievement is not ours alone. It is a reflection of your continued trust, confidence and partnership. Without your support, this milestone would not have been […]
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 […]
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? […]