Gerardo's Advice for Life

April 3rd, 2023 by Gerardo Cappelli

blocks with letters and numbers spelling out taxes 2023 with hand switching from 2022

Here are 5 ways Budget 2023 will impact your wallet

After a year of increasing interest rates and inflation, Canadians should be interested in what our deputy PM, Chrystia Freeland had to say about the 2023 budget.  The most impactful changes range from a "grocery rebate" to cracking down on junk fees to help on loans.  


Read More

Asset Allocation - April 

National Bank Investments has titled this newsletter: A Three Dimensional Puzzle,   referring to the 3 things they are closely monitoring; inflation, the labour market and financial stability.

Read More


Change This iPhone Setting if Your Case Holds Your Credit Card

Recently, I went to the Apple Store and they were selling these new "wallets" that attach onto the back of your phone and hold a few credit cards. I never thought of it at the time but I would be putting my most sensitive personal belongings together.  This is one step that can help keep others from accessing your phone and bank account.

Read More


Tax Slips Online

Did you know that even if your preference for tax slips is paper, you can still access them online?  Online you can see what has been generated, download and print your tax slips.  Need help accessing your account? You can contact the team, call IT at 1-888-751-1220 or watch this short video that shows you how to login for the first time or reset your password.

Watch Video      Contact CappelliTeam



Refill the Global Bucket List - Virtual Event

Last year we had Robin Esrock, renowned travel writer and author, give us a great presentation on the Great Canadian Bucket List.  We have invited him back to share his travels to stunning destinations and interesting activities.  Need some new ideas for where you should visit next?  Send an email to and we will share the link to the event for Thursday, April 27th at 6:30pm

RSVP for event


Lumiere - The Art of Light 

This is a free event running from March 10th to May 7th, formerly the Winter Light Exhibition. It's location is now the Trillium Park next to Ontario Place.  Visitors can explore the park from dusk to 11pm, 7 nights a week and on Fridays and Saturdays, they even have a bonfire!


Read More


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).

Contact us

Get contact information for our team members and find out where our offices are.