FINANCIAL SERVICESFINANCIAL INSTITUTIONSFINANCIAL PLANNING
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Serving Muskoka region from Bracebridge. Contact Oxana Rebro for a discovery meeting to discuss your investment needs.
Mawer works with families, institutions, and not-for-profits to help them grow and preserve wealth across generations. Their investment philosophy — “Be Boring. Make Money.™” — means ignoring short-term fads, staying disciplined through all market conditions, and focusing on building resilient portfolios designed for long-term success. As active managers, Mawer applies a bottom-up research process to identify high-quality companies at attractive prices, with the goal of delivering better returns while carefully managing risk.
Locally, Investment Counsellor Oxana Rebro, CFA, TEP serves clients across Muskoka, offering personalized strategies for retirement, estate planning, and not-for-profit investment management. She believes successful investing is personal: “We don’t just build portfolios — we build relationships that evolve alongside our clients’ financial journeys.”
Mawer Investment Management Ltd. is a privately owned, independent investment firm founded in 1974 with a simple guiding principle: “Do the right thing.” For 50 years, this philosophy has guided Mawer’s disciplined, long-term investment approach and its commitment to both clients and community.
Beyond investing, Mawer gives back by sponsoring local initiatives (such as Chamber events) and through its unique employee-led program that donates $10,000 each month to community causes. A recent local recipient included YWCA Muskoka.
Oxana Rebro, CFA, TEP Investment Counsellor Oxana Rebro is an investment counsellor at Mawer Investment Management Ltd., which she joined in 2017. Based in the Muskoka area, Ms. Rebro specializes in developing tailored investment strategies and financial plans for families and not-for-profit organizations based on their unique needs, future goals, and experiences. “I aim to be the first person they talk to about any significant life event,” she says. “My goal is to become their most trusted advisor in building and preserving wealth.”