Gerardo's Advice for Life

November 7th, 2022 by Gerardo Cappelli

an overview of Kiev with the Motherland sculpture in the forefront

Globe and Mail - Canada's Top Wealth Advisors: Best in Province 2022 

Globe and Mail's Report on Business teamed up with SHOOK Research to present the 2nd annual list of Top Advisors - Best in Province.  This award focuses on the quality and impact on client's lives and showcases advisors that go above and beyond to provide full service for their clients.  I am honoured to have made this list and hope my clients recognize I am always working to provide the best service possible.       Read More

Asset Allocation November

The general message here is that according to NBF, it still appears premature to call for a genuine change for the markets.  We are only starting to see the effects on the economy of rate hikes. They will continue to maintain a more cautious positioning on a tactical basis


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Travelling south again this winter? Here are the residency tax rules snowbirds need to know

For those of you lucky enough to be able to spend the winters in a warmer place in the US, you probably are already familiar with the tax consequences.  If you are new to extended stays in the US or want to brush up on your residency tax rules, take a look at the article.

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Quick Call - Account Update

I make an effort to touch base with clients annually to ensure their needs, risk tolerances and financial status has been updated.  Starting January of this year, this is now an annual requirement.  If I request an Annual Review and you do not have the time for the hour long appointment, you can still book a 15 minute Quick Chat so I can update your account

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Free things to do in Toronto in November

On this list are holiday celebrations like the Santa Claus parade and events to brighten up the short, dark days with tree lighting events in Mississauga and Toronto.  And as the weather gets colder they will be opening the skating rink at Union Station and all the city run skating rinks.


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Canadian Pet Expo - November 19 & 20

I don't have any pets but thought this sounded like a fun place to be for the family if you have pets or love animals!  An expo where you bring your pets to celebrate Christmas.  How cute is that?


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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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