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
November 2026 by Gerardo Cappelli
Michelle MacArthur - Associate Wealth Advisor
As of November 1st Michelle's new role is Associate Wealth Advisor. In this expanded role, Michelle will take the lead in supporting our next generation and emerging wealth clients, while continuing to work closely with me on financial planning and client reviews. I will remain fully engaged with clients with Michelle's new role enhancing the support we can provide to clients and their families.
What Possessions Your Children Do Not Want to Inherit
The boomer generation was a generation of collectors. They collected art, furniture, china, cars etc. These items were considered valuable either financially or emotionally. However, tastes and what society values changes from one generation to the next.
Are Bonds Making a Comeback
With yields becoming more attractive, bonds can once again play an important roled in a well-diversified portfolio, providing a potential source of income while helping to reduce overall investment risk.
How to Use AI at Work
The biggest benefit to using AI at work is not having AI do your job but rather eliminating or shortening the time it takes to do tasks that occur repeatedley throughout your day. For some jobs, this gives you more time to enhance your "human skills", those that AI cannot replace. This article suggest a framework on how to start using AI along with some suggested prompts.
Holiday Markets in Ontario
We visit the Distillery Winter Village every year to get into the holiday spirit. It opens November 12th so we try to go a bit earlier to avoid the crowds. I have attached a list of Holiday Markets in Ontario for those who are not from Toronto, or are travelling out of town during the holiday season.
Where to go Horseback Riding in Ontario
Our clients often comment that they like reading the newsletter to see what Donna and I enjoy doing. I have never been horseback riding and not sure I will but it seems like a nice fall/winter activity and we have friends that insist we should try.
