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
March 2026 by Gerardo Cappelli
Investing Through Uncertainty: 5 Lessons in Emotional Discipline
The article sums it up well: during volatile times, we often let fear, overconfidence and reactionary behaviour lead us to poor decision-making. The goal is not to eliminate emotion but to recognized it and avoid letting it dictate your investment decisions.
Asset Allocation Strategy - April 2026
From the CIO office: Heightened geopolitical tensions in the Middle East disrupted global oil flows, driving market volatility, but current oil prices and greater economic resilience suggest a recession is not the base case. Given the increased uncertainty, the CIO is reducing equities to a neutral level and increasing bond exposure, while remaining ready to reposition if conditions improve.
15 Countries where Canadian retirees can live like royalty
Up until very recently, Florida was synonymous with Canadian Snowbirds. Many cite the current political tension as a reason to find an alternative but snowbirds were facing higher costs due to the weakening currency, skyrocketing property insurance due to hurricane risk and new Florida safetly laws causing increased HOA fees. The article lists some affordable alternatives.
2026 Investing Guide
I like to include this investment guide every year as a great quick reference tool for clients new to investing and a tips and reminders for seasoned investors. As a follow-up to the first article on Emotional Discipline, page 16 of the guide identifies scenarios where you may act impulsively.
Free Concert Series - Canadian Opera Company
This free concert series is offered on a first come, first served basis but what a wonderful way to spend an hour during the week. Most of the concerts are offered at lunch time and just sitting in the Richard Bradshaw Ampitheatre in the Four Seasons Centre for Performing Arts is worth it.
Earth Month - Evergreen Brickworks
How do we live more sustainably? How do we create less waste? How do we reconnect with the natural world right here in the city? Earth Month at the Brick Works in Toronto brings together Torontonians interested in exploring these topics. Or, just bring your hiking shoes or bike as the Brickworks is an access point to the Toronto ravine park system allowing you hours of exploring.
