Gerardo's Advice for Life

April 4th by Gerardo Cappelli

parents embracing adult son

3 Things to consider when trying to help adult children out financially

As parents, we would like to be able to help our children financially if we can, whether they are in need or we would just like to give them a gift.  With the house prices so high compared to income, I see a lot of clients wanting to help their children with a down payment or loan. There are a few things to to think about to prevent misunderstandings or animosity with other children.

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Asset Allocation - April 2024

The first quarter of 2024 turned out positively for stock markets, and expectations are continuing to be very high.  However, recent years have shown the influence that the Fed can have on market direction and the Central Bank's current posture sends out a strong dovish signal.

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8 Ways to Extend Your iPhone's Battery Life

When Donna and I are on holiday and we know we are spending the day at the beach or golfing, we prepare by packing sunscreen, snacks, charge our phones and bring a back-up battery pack.  These smartphones are our lifeline but it can be stressful making sure you are always charged.  Here are some ways to extend the battery life and the proper way to charge your phone.

Extend Battery Life / How to Charge Correctly


Tax Slips Online along with Realized Gains Loss and Foreign Property Reports

Did you know that even if your preference for tax slips is paper, you can still access and download them online?  This year we have added the Gains Loss and Foreign Property Reports.  They are found under "Documents" and  "Internal Reports".  Please feel free to contact the team if you need any assistance accessing your account.

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Best Places to See Toronto's Cherry Blossoms This Spring

The tradition of cherry blossoms in Toronto started in Toronto after Tokyo gifted 2,000 Sakura trees.  This was a gesture of gratitude for welcoming relocated Japanese Canadians after World War II.  We have seen the crowds at High Park during the blossoming of these spring flowers, but here is a list of another 27 places you can see these stunning trees.

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Golffest - April 10th

I remember in the years leading up to Covid, golf courses were closing down because of declining interest.  Then Covid pushed everyone outdoors to socialize and golf's popularity came back.  Donna and I were part of these new Covid golfers and we are looking forward to another season.  This is an event showcasing golf culture and style.

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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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