National Bank Financial - Wealth Management (NBFWM) is a division of
National Bank Financial Inc. (NBF), as well as a trademark owned by
National Bank of Canada (NBC) that is used under license by NBF. NBF
is a member of the Canadian Investment Regulatory Organization (CIRO)
and the Canadian Investor Protection Fund (CIPF), and is a
wholly-owned subsidiary of NBC, a public company listed on the Toronto
Stock Exchange (TSX: NA).
Gerardo's Advice for Life
August 2026 by Gerardo Cappelli
At What Age do Most Canadian Children Stop Relying Financially on Their Parents
A generation ago, we left home after high school and never moved back. Today nearly half of Canadians aged 20-29 live with a parent, driven mainly by housing costs and higher debt levels. This affects financial planning for parents, who may need to balance helping adult children with keeping on track with their retirement goals.
NBF Investment Strategy - Summer Edition
This is a quarterly publication from National Bank Fiancial. It informs you of global economic conditions, asset allocation recommendations and economic forecasts.
Home Exchanges Gaining Popularity as Canadians Look for Cheaper Ways to Travel
When I had a young family, was starting a business and just bought a new home. I remember looking at home exchanges as an affordable option to take the family on holiday. This idea did not gain popularity as Airbnb started offering less expensive options. Now travellers are discovering home swapping as a way to travel longer and spend less.
How to Set Up Recurring Deposits or Contributions
There are two options to set up regular reoccuring deposits to your accounts here at NBF. If we have linked your bank account to your accounts here, send us an email of how much and how often and we can set that up for you. Alternatively, you can login to you bank website and set it up yourself through the Bill Payment feature. Questions? Email us at CappelliTeam@nbc.ca
Dancing on the Square and Summer Music in the Garden
Summer in Toronto is not long enough. Harbourfront has some great outdoor events like the Music in the Garden every Thursday and Sunday all summer. Dancing in the Square also looked like a great time. Every Wednesday they have live music and dance lessons. This is a free event but you do have to sign up.
The Most Charming Small Towns in Ontario
For the first time, Donna and I spent a weekend in Prince Edward County. We were pleasantly surprised at what these small towns had to offer. Beaches, golf, wineries, nice restaurants and long bike trails. All of this only a couple hours outside of Toronto. My decision next time would be do I go back to the same charming town or try a new one?
