Hillside Wealth Management

01/01/2026

✨ 𝐇𝐚𝐩𝐩𝐲 𝐍𝐞𝐰 𝐘𝐞𝐚𝐫 𝐟𝐫𝐨𝐦 𝐲𝐨𝐮𝐫 𝐇𝐢𝐥𝐥𝐬𝐢𝐝𝐞 𝐅𝐚𝐦𝐢𝐥𝐲 ✨

As we step into a new year, we want to pause and say 𝘵𝘩𝘢𝘯𝘬 𝘺𝘰𝘶.

Thank you for the trust you place in us.
Thank you for the conversations, questions, and shared goals.
And thank you for allowing us to be part of your journey.

A new year brings fresh opportunities—to clarify what matters most, to plan with intention, and to stay disciplined through whatever the markets may bring. At Hillside, we remain focused on what has always guided us: helping families protect what they’ve built and create the freedom to pursue big, meaningful dreams.

Here’s to a year grounded in 𝐅𝐚𝐦𝐢𝐥𝐲, guided by 𝐅𝐫𝐞𝐞𝐝𝐨𝐦, and driven by 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞.

Wishing you and your loved ones a healthy, happy, and fulfilling year ahead.
— Your Hillside Wealth Team

12/29/2025

Many thanks to Lindsay Biscaia and the entire team at BNN Bloomberg 🙏🏾 for having our Portfolio Manager, Jason Del Vicario on a recent episode of to discuss markets, stock selection, and how we think about long-term ownership.

The conversation touched on:
• What drives long-term returns
• Why quality matters more than forecasts
• How to stay disciplined when markets get noisy

“We’re not trying to predict the next headline — we’re focused on owning businesses that can compound through many of them.”

📺 Watch the full episode here: https://www.youtube.com/watch?v=mnq2t6VeqIo&t=1850s

06/03/2025

🧠 Ever wonder what’s really going on inside your investment portfolio?
You’re invited to pull back the curtain at our Hillside Portfolio Management Update — happening Thursday, June 5th at 6:30 PM (PST).

This isn’t your average webinar. It’s a live, no-fluff, deep dive into:
✅ The strategies behind our performance
✅ What’s actually inside your portfolio (aka "HillsideCo")
✅ Real numbers, real insight — no jargon
✅ And a live Q&A where no question is off limits

Whether you’re curious about the markets, wondering how we make decisions, or just want to hear what other clients are asking — this is your moment.

💬 Come for the numbers. Stay for the conversation.
🔗 Register now and join us live:

Join the Hillside Wealth Team for our second Portfolio Management Update of 2025. During this virtual presentation, our team will provide you with information detailing our three managed portfolios, including: - General model changes - What’s been happening to Asset Allocation (macro level and geo...

01/16/2025

🏆 Game. Set. Match!

Hillside Wealth Management is proud to sponsor the 2025 Pacific Coast Open Doubles Championships happening at Vancouver Lawn Tennis & Badminton Club this week.

We're excited to welcome our squash friends from both sides of the border for a tournament that promises to be a real barnburner!

At Hillside Wealth, we’re passionate about helping clients achieve their financial goals with a focus on , , and . As a team licensed in Canada and the USA, we guide clients on both sides of the border through life's big milestones, building lasting wealth with confidence.

Learn more here: https://hillsidewealth.ca/cross-border-services/ and don’t hesitate to chat with us about our approach, investing insights, or even the best spot for poutine (we've got insider tips).

So grab your double-double, soak in the energy of the Pacific Coast Open, and let’s celebrate some incredible squash. Cheers to a skookum tournament and unforgettable memories!

🏅 Let’s make it one for the books, eh?



Photo credit: Viktor Berg (with Jason Del Vicario CFA)

06/06/2024

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://clublocker.com/tournaments/16404/info

See you there!

06/03/2024

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://us06web.zoom.us/webinar/register/4817174436115/WN_9RhJWTanR36dSZRLBY8CdA

05/28/2024

🌟 A big thank you to the BNN Bloomberg team for another great show! Our very own Jason Del Vicario, CFA, had a blast sharing insights with super host Andrew Bell! 📈🎤

Catch the full episode HERE: https://hillsidewealth.ca/jason-del-vicarios-bnns-market-call-may-27-2024/

Want more expert insights? 📬 Sign up for our newsletter and become an Informed Investor today: https://hillsidewealth.ca/newsletters/

PS - Peter, we missed you!

Tune in to hear Jason’s discussion with BNN Bloomberg where he provides his outlook on the markets, introduces his Top Picks and reviews past picks. For […]

05/28/2024

🌟 A big thank you to the BNN Bloomberg team for another great show! Our very own Jason Del Vicario had a blast sharing insights with super host Andrew Bell! 📈🎤

Catch the full episode HERE: https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-monday-may-27-2024~2926847

Want more expert insights? 📬 Sign up for our newsletter and become an Informed Investor today: https://hillsidewealth.ca/newsletters/

PS - Peter, we missed you!

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Market Call is Canada's leading stock market call-in program. Every weekday, top fund managers and market analysts - professionals who handle billions in retail and institutional investments - give their thoughts and top picks. We take your calls on everything from small caps to ETFs. Don't miss the...

05/27/2024

🌟 Don't miss Hillside Wealth Management’s Portfolio Manager, Jason Del Vicario, discuss Global Markets 🌏 on BNN Bloomberg’s show MONDAY (May 27th) at 9 am PACIFIC / 12 Noon EASTERN!

⏰ Set your alarm here: https://calendarlink.com/event/oA8WV

05/27/2024

Don’t miss Hillside Wealth Management's Portfolio Manager, Jason Del Vicario, on BNN Bloomberg's TOMORROW (May 27!) Mark your 📅https://calendarlink.com/event/oA8WV or watch LIVE here: https://www.bnnbloomberg.ca/live

Send your Q's to |📱 1-855-326-6266 | 📧[email protected]

05/26/2024

🌟 Don't miss Hillside Wealth Management's Portfolio Manager, Jason Del Vicario, discuss Global Markets 🌏 on BNN Bloomberg’s show MONDAY (May 27th) at 9 am PACIFIC / 12 Noon EASTERN!

⏰ Set your alarm here: https://calendarlink.com/event/oA8WV or watch the show LIVE HERE: https://www.bnnbloomberg.ca/live