Gerardo's Advice for Life

June 2, 2021 by Gerardo Cappelli

adult hands holding the world handing to a younger pair of hands

Environmental, Social and Governance: What is ESG Investing?

ESG investing is about investing in companies that create positive changes in society based on their impact on environmental, social and governance issues.  Do we have to give up returns in order to invest responsibly?


Asset Allocation Strategy - June 2021

The market remained relatively unchanged in May.  There are increasing price pressures due to supply and demand issues and here the CIO office discuss whether they think this will be transitory.


Minimizing the Financial Impact of Unexpected Early Retirement

The pandemic has changed plans for many people.  For some, early retirement was a choice and for others, it was due to job loss or helping look after family.  Whatever the reason, you need t make sure that you are prepared financially.


Video How-To: Personalize your Online Account

After you have accessed your accounts online, do you find it a bit confusing with all the different account numbers? Find out how to personalize the account names so it is easier to view.

Click here fo the video

12 of the Best Bike Paths in Toronto

Last weekend, Donna and I took our bikes out for the whole day and actually went from the Martin Goodman Trail to Sunnybrook Park to Taylor Creek Park all along the trails mentioned in the article.  Don't own a bike?  You can rent a bike from one of the 625 stations across Toronto using Bikeshare.

Check it out

The Top 10 New Ice Cream Place in Toronto

As the weather gets warmer, we crave a cool treat on our long walks or bike rides.  Since not mush else is open, we have made finding a new ice cream place a weekend plan.  Here are the top 10 new places in Toronto and for those that need some lactose free options, Donna requested I include the top vegan "ice cream" places.

Check it out / Vegan Options

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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