Gerardo's Advice for Life

December 3rd, 2021 by Gerardo Cappelli

older man (grandfather) and young boy sitting on a dock fishing

2021 Retirement Report

One of Canada's big mutal fund company prepares an annual survey to provide insights about Canadians as they approach and live in retirement.  Here are the results for 2021.

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Asset Allocation Strategy - December 2021

The past year has seen the US stock market exceeding expectations of most investors.  Looking to 2022, the CIO office expects to see returns closer to historical averages and more volatility.

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What to do when a parents cognitive decline impairs money management

It may be that you are starting to see small signs of cognitive impairment in your parents or just that you want to be prepared, but it is good to start the conversations early. This article has some good tips on things to consider.


Ontario will phase out paper renewal notices for driver's licenses, licence plate stickers and health cards

Just a heads up that after March 1st, 2022, the government will no longer be sending out paper renewal notices.  Take a look at the article and there is a link for you to sign up for digital reminders.  The article also mentions who will continue to receive the paper renewals.

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10 of the best hot chocolate spots in Toronto

When the cold weather starts, I start to crave sweet warm treats.  Hot chocolate really hits the spot.  I have had Soma's Maya, which has chili peppers, orange peel and spices, but my favourite is the traditional hot chocolate with milk and marshmallows.


77 Things to do in Toronto during the holidays

This is to make up for last year, where we were limited to outdoor walks and car rides to view the lights. Not that those things are not fun but in case you want some more ideas...

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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 Investment Industry Regulatory Organization of Canada (IIROC) 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).

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