Gerardo's Advice for Life

September 2nd, 2021 by Gerardo Cappelli

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

How much value did Canadian advisors add amid pandemic?

The "Value of an Advisor" study found that Advisors that provide comprehensive wealth management services to clients added significantly greater value than their typical fee.  This was more evident over the last year during pandemic related turbulence in the market.

Read More / Value Study

Asset Allocation Strategy - September 2021

Global economic growth, although above it's long term trend, will inevitably slow in the coming months.  Heightened pandemic uncertainty along with shifts in monetary conditions means proceeding with caution.


Imposters Among Us

The Canadian Securities Administrators are warning investors that scammers are now posing as well-known financial firms including banks, insurers and mutual fund companies.  Be extra vigilant!


Quick Chat

Has something come up and you need some quick meaningful financial advice or just want a quick check-in.  Schedule a 15 minute Quick Chat through our Bookings App.    

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Play the Bentway

The area under the Gardner Expressway on the lands of Fort York are considered the Bentway.  From now until end of September, there will be interactive art installations for us to enjoy outdoors.  There is even a retro roller skate rental!

Check it out

Patio Dining

Donna and I love going out to restaurants but we are still more comfortable dining on a patio than indoors.  Lucky for us there are now so many more restaurants with patios.  Here are a couple of websites with a list of restaurants offering outdoor dining.  

Toronto / Mississauga

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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