Gerardo's Advice for Life

October 5th, 2021 by Gerardo Cappelli

cartoon image of a tree branch with a nest containing 2 birds and one bird flying out of the nest

Advice for Empty Nesters

Having children can be all consuming and for many, all financial decisions, vacations and even meal planning will revolve around the kids.  Transitioning to an "empty nester" can be challenging for many.

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Asset Allocation Strategy- October 2021

The report put out by our CIO office calls for a gradual deceleration in growth in the coming months, although still positive.  We should expect higher volatility and more modest returns.

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Average Returns - Myth vs. Reality

Myth: Since the log-term historical average annual return on the stock market is approximately 10%, investors should expect to see calendar-year returns near 10%.  What is the reality?

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TFSA contributions

It's not quite the end of the year but still a good time to see if you have maximized your 2021 contributions.  If you are not sure if you have, send us an email at


Fall Colours in Ontario

We have lots of parks in Toronto to catch fall colours and even driving on the DVP in the fall is so beautiful, you almost forget you are in traffic.  Take a look at this website to check out where you can catch the best fall colours all over Ontario.

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Fear Farm

I am not a fan of haunted houses but I know some people are.  This one is in Waterloo and it has all the things I would not enjoy, a hike through eerie woods, a pitch-black corn maze, a haunted hayride and of cours the haunted house.

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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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