Hillside Wealth Management

🎉 Happy Birthday, Michael! 🎉 We hope your special day is filled with as much joy as you bring to our team (and maybe even a little cake... or a lot 🍰). Your leadership and unwavering support means the the world to our team and clients—and reminds us that our work at Hillside Wealth Management is truly about Real People working together to Realize Big Meaningful Dreams! May your birthday be as legendary as your fishing skills and as smooth as your best ski moves. Here's to another year of crushing goals, making memories, and keeping us all laughing along the way! Cheers to you, Mike! 🥂🎂 #HillsideWealth #Family #Freedom #Performance #PartyLikeAPortfolio

Back to School is Here! 🎒📚 As the kids head back to class, it’s a perfect time to think about their future. Did you know that the average Canadian student's tuition is $6,834 per year?💰 Whether your little ones are just starting out in Kindy, or getting their lockers ready at high school...don't miss out on FREE MONEY for their education! An RESP (Registered Education Savings Plan) is a smart way to invest in your child's education and take advantage of government grants. The Canada Education Savings Grant (CESG) is worth up to $7,200 - enough to cover a year of undergraduate tuition at many Canadian universities. 🎓 It's never to late to start planning so that when it’s their turn to step into higher education, the financial foundation is already in place. Let us help you make the most of this school year by securing your child’s educational future. Book time TODAY: https://lnkd.in/gb7Qjvyn 📅 #HillsideWealth #RESP #BackToSchool #EducationSavings #FinancialPlanning #Family

Happy Labour Day! As summer winds down, we reflect on a season of #Freedom, #Family, and #Performance. Whether you spent it relaxing, exploring, or planning for the future, we hope it was memorable. We’re excited to continue helping you achieve your financial goals as we head into the fall. See you on September 3rd! #HillsideWealth #PortfolioManagement #RetirementPlanning

🚀 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 🚀 is a cornerstone of Hillside Wealth Management. If it matters to you too - especially for your hard-earned money - there's still time to join us on 𝗝𝘂𝗻𝗲 𝟮𝟲𝘁𝗵 for an exclusive 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 where we will: 🧭 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝗼𝘂𝗿 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 & 𝗞𝗲𝘆𝘀 𝘁𝗼 𝗦𝘂𝗰𝗰𝗲𝘀𝘀: Discover the strategies behind our strong portfolio performance. ⚙️ 𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲 𝗛𝗶𝗹𝗹𝘀𝗶𝗱𝗲 𝗙𝗮𝗰𝘁𝗼𝗿𝘆: Gain insights into our current holdings (aka “HillsideCo”). 📈 𝗗𝗲𝗹𝘃𝗲 𝗶𝗻𝘁𝗼 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: Take a closer look at the real-life numbers. ❓ 𝗘𝗻𝗴𝗮𝗴𝗲 𝗶𝗻 𝗮 𝗤&𝗔 𝗦𝗲𝘀𝘀𝗶𝗼𝗻: Your questions, our answers. 🗓 𝗗𝗮𝘁𝗲: Wednesday, June 26th 🕡 𝗧𝗶𝗺𝗲: 6:30 PM (Vancouver time) ☑️ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗛𝗲𝗿𝗲: https://lnkd.in/gX64XwDY Enhance your investment knowledge and see how active management can play a pivotal role in your portfolio's success. #ActiveInvesting #PortfolioManagement #HillsideWealth #FinancialPlanning Steven CHEN, Amanda Baxter, Michael Preto, Jason Del Vicario CFA

✨ 𝗙𝗿𝗲𝗲𝗱𝗼𝗺 | 𝗙𝗮𝗺𝗶𝗹𝘆 | 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 ✨ These are at the core of everything we do at Hillside Wealth Management. Join us at our next semi-annual Portfolio Management Update webinar to learn more. 🗓 𝗗𝗮𝘁𝗲: Wednesday, June 26th 🕡 𝗧𝗶𝗺𝗲: 6:30 PM (Vancouver time) ☑️ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗛𝗲𝗿𝗲: https://lnkd.in/geGjZvwe This Portfolio Management Update is more than just a presentation; it's an opportunity for you to: 🧭 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝗼𝘂𝗿 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 & 𝗞𝗲𝘆𝘀 𝘁𝗼 𝗦𝘂𝗰𝗰𝗲𝘀𝘀: Discover the strategies driving our strong portfolio performance. ⚙️ 𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲 𝗛𝗶𝗹𝗹𝘀𝗶𝗱𝗲 𝗙𝗮𝗰𝘁𝗼𝗿𝘆: We'll break down the latest insights into our current holdings (aka “HillsideCo”). 📈 𝗗𝗲𝗹𝘃𝗲 𝗶𝗻𝘁𝗼 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: Join us for a closer look at the real-life numbers. ❓ 𝗘𝗻𝗴𝗮𝗴𝗲 𝗶𝗻 𝗮 𝗤&𝗔 𝗦𝗲𝘀𝘀𝗶𝗼𝗻: Your questions, our answers - let's tackle them together! 🔗 𝗦𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗯𝘆 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗶𝗻𝗴 𝗶𝗻 𝗮𝗱𝘃𝗮𝗻𝗰𝗲: https://lnkd.in/geGjZvwe We’re looking forward to connecting with you in real-time. Let’s unfold the financial canvas together! #HillsideWealth #PortfolioManagement #Webinar #JoinUs Amanda Baxter Michael Preto Jason Del Vicario CFA Steven CHEN

🌞 We're excited to celebrate summer with Vancouver Lawn Tennis & Badminton Club's Summer Fun Squash Tournament June 13th to 15th! 🌞 For full details, check out: https://lnkd.in/g5Q2gThV See you there! #HillsideWealth #Squash #SummerFun #WealthManagement

Thanks Juniorstocks.com for sharing Jason Del Vicario CFA top picks! It's evident that our focus on high-quality businesses with strong returns on invested capital shines through in these picks. Evolution AB, Alimentation Couche-Tard, and $Tobila each offer compelling investment opportunities with their respective market dominance, consistent returns, and strategic positioning. Check out our "From the FactorY" YouTube videos for more about more companies we follow: https://lnkd.in/g2EbHj9H

𝗪𝗶𝗹𝗹 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝗹𝗶𝘃𝗲𝗿 𝘁𝗵𝗲 𝗥𝗢𝗜 𝗬𝗼𝘂 𝗥𝗲𝗮𝗹𝗹𝘆 𝗡𝗲𝗲𝗱? 🧐 𝗧𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗲𝘃𝗲𝗿𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿 𝘀𝗵𝗼𝘂𝗹𝗱 𝗮𝘀𝗸, especially as the value of your company grows. Don’t just hope for the best—get the answers you need!   Tune in on Thursday, June 13, 2024, at 9 AM PDT / 12 PM EDT for our next Mind Your Bu$iness webinar with Hillside Wealth Management's Michael Preto and Lorraine McGregor of Spirit West Management, Ltd.   🔍Gain clarity on how to: - Ensure the income you need now - Plan for bigger dreams - Achieve financial certainty - Minimize taxes - Accumulate and preserve wealth - Manage your risk - Prepare for retirement - Decide on selling your business   𝗗𝗼𝗻’𝘁 𝗹𝗲𝗮𝘃𝗲 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲 𝘁𝗼 𝗰𝗵𝗮𝗻𝗰𝗲. 𝗙𝗶𝗻𝗱 𝗼𝘂𝘁 𝗵𝗼𝘄 𝘁𝗼 𝗱𝗲𝘁𝗲𝗿𝗺𝗶𝗻𝗲 𝘆𝗼𝘂𝗿 𝗶𝗱𝗲𝗮𝗹 𝗥𝗢𝗜 𝗮𝗻𝗱 𝘁𝗮𝗸𝗲 𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗹𝗲 𝘀𝘁𝗲𝗽𝘀 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝘆𝗼𝘂𝗿 𝗴𝗼𝗮𝗹𝘀.   Get your link HERE👉 https://lnkd.in/gi7FywqH   #HillsideWealth #BusinessGrowth #ROI #FinancialPlanning #WealthManagement

🌟 A big thank you to the BNN Bloomberg team for another great #MarketCall show! Our very own Jason Del Vicario CFA, had a blast sharing insights with super host andrew bell! 📈🎤 Catch the full episode HERE: https://lnkd.in/gCQb8Xrf Want more expert insights? 📬 Sign up for our newsletter and become an Informed Investor today: https://lnkd.in/d5EzRwD PS - Peter, we missed you! #HillsideWealth #InformedInvestor #PortfolioManagement

🌟 Don't miss Hillside Wealth Management's Portfolio Manager, Jason Del Vicario, discuss Global Markets 🌏 on BNN Bloomberg's #MarketCall show MONDAY (May 27th) at 9 am PACIFIC / 12 Noon EASTERN! ⏰ Set your alarm here: https://lnkd.in/gxxrHBEV or watch the show LIVE HERE: https://lnkd.in/eJYeb8D #HillsideWealth #GlobalMarkets #PortfolioManagement