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 Canadian Investment Regulatory Organization (CIRO)
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).
Gerardo's Advice for Life
April 3rd, 2025 by Gerardo Cappelli
How to Compound Your Money Over Time - Invest Early
For my younger clients starting on the investment journey, their questions are usually focused on investments and picking stocks but more important is just regular savings. Some people think that if you don't have the money now, you can just invest more later. Take a look at the article to see the benefits of starting sooner.
Asset Allocation - May
From the CIO office: Currently in the US, there is a division between firece opponents to free trade and those favouring a more nuanced approach. The result is constantly changing US tariffs. The destructive tariff policy has no logical justification which explains why the Trump administration has already started to backpedal - at least partially - with China.
Facts & Fiction - Fact-checking and perspective on common investment beliefs
This publication from NB Investments, touches on different "myths and realities" of investing. The one that I find particularly timely is on page 12 - Stock performance and the political party in power. In short, history shows not to let politics and investments mix.
Changing Your Online Login to your Email address
Every tax season, we receive requests to reset clients passwords. Although we are happy to assist, it would probably be easier if you could request a new password on your own. You can now change your 8-digit user name to your email address which allows you to use the "Forgot Password" feature. Take a look at the attached to see the process.
12 Canadian Summer Destinations that Aren't Overrun by Tourists
I have spoken to friends and clients who have changed their holiday plans of visiting the US because of the current environment. It is harder in the winter to suggest staying in Canada but as the nice weather is coming, here are some Canadian experiences away from the crowds.
Cycling Paths in the GTA
Once the weather gets nicer, Donna and I like to cycle to work. In past summers, we have taken our bikes through the ravines, along Lakeshore and out to Rouge Park. For an urban city, Toronto has many bike trails and many don't require any cycling on the street. This website shows bike trails in the GTA and all over Ontario.
