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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Vertex unisonRadial +more
- Established Date
- 10-17-2024
- Office Locations
- 1
Office Locations
About Marnoa Private Wealth Counsel Ltd.
Marnoa Private Wealth Counsel is a Waterloo-based wealth manager serving high-net-worth individuals, families, and organizations with investment management, comprehensive financial planning, and Canada–U.S. cross-border advice. Portfolios emphasize diversified, risk-aware construction with access to institutional-quality private markets (private equity, private real estate, and private credit). Operates via Raymond James Correspondent Services.
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Owner & Executives
PEDRO MANUEL RIBEIRO MR
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Owner
- CRD
- #6500307
- Ownership
- 75% or more
NADEEM KASSAM
CHIEF OPERATING OFFICER
- CRD
- #8058403
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER DE SOUSA
--
- CRD
- #8058398
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,273,422 | $332,300 |
| Non-Discretionary | $0 | -- |
| Total | $19,273,422 | $332,300 |
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Separately Managed Accounts
Total SMA Asset: $19,273,422
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $100,779,577 | 26.6% |
| Corporate - Investment Grade | $91,686,683 | 24.2% |
| Cash | $186,404,329 | 49.2% |
| Total | $378,870,589 | 100.0% |