Gerardo's Advice for Life

January 10th, 2022 by Gerardo Cappelli

golden cup trophy with gold confetti falling around it

2021 Portfolio Management Award of Excellence

For the second year in a row, I have been awarded Portfolio Manager of the Year for the Toronto region!  This award recognizes the Portfolio Manager with the best risk adjusted performance as measured over a 1,3 and 5 year basis.  I am grateful that through these volatile times, you have put your trust in me and I will continue to work to earn it.


Asset Allocation Strategy - January 2022

This is a special edition that goes through the Imbalances and Divergences and Top 10 Charts of 2021.  These include the unprecedented surge in incomes due to generous fiscal measures, the progress of vaccinations, the ongoing rise of COVID 19 cases and increased supply chain issues.

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New Industry Title Regulations

You may notice that the title of Vice-President is no longer in my signature.  A new set of regulatory standards have been put in place for 2022 and one of them is to simplify the titles all advisors are using across the financial industry.  For my position, NBF has assigned Senior Wealth Advisor as the new title.

Essential Tax Numbers for 2022

This article was directed towards Investment Advisors but it is a super handy reference of all the important tax numbers for 2022.  This includes the maximum RRSP contribution amount, the TFSA limit and basic personal amount.

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Netflix's Top 20 Show and Movies

Back to watching Netflix. This past weekend when we could not decide what to watch, we picked one of the shows off this list. I can't say I will make it through this whole list but there does seem to be something for everyone.

Top 20 List 

Most Picturesque trails for winter hiking in Toronto

I am not much of a winter sports kind of guy unless you count playing soccer in the snow, however, I do go for lots of long winter walks. My favourite walk is along the boardwalk in the Beaches, although it is not on the list!

More Info

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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