Hillside Wealth Management

Hillside Wealth Management Hillside Wealth Management is a boutique wealth management firm specializing in retirement planning

Hillside Wealth Management is a boutique wealth management firm specializing in retirement planning and portfolio management for high net worth families. While our clients have diverse backgrounds, our niche markets are incorporated professionals, executives and business owners. We deliver a comprehensive retirement planning process so that our clients know when they can afford to retire. Our uniq

ue portfolio management philosophy accounts for todayโ€™s complex financial environment. Our top priority is to protect our clientsโ€™ wealth while being well positioned for growth.

๐Ÿ“ˆ ๐—ง๐—ต๐—ฟ๐—ฒ๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐—ถ๐—ฒ๐˜€. ๐—ง๐—ต๐—ฟ๐—ฒ๐—ฒ ๐˜ƒ๐—ฒ๐—ฟ๐˜† ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐˜ ๐˜€๐˜๐—ผ๐—ฟ๐—ถ๐—ฒ๐˜€.During his latest appearance on BNN Bloomberg's  ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต ๐˜Š๐˜ข๐˜ญ๐˜ญ, Jason Del ...
09/01/2026

๐Ÿ“ˆ ๐—ง๐—ต๐—ฟ๐—ฒ๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐—ถ๐—ฒ๐˜€. ๐—ง๐—ต๐—ฟ๐—ฒ๐—ฒ ๐˜ƒ๐—ฒ๐—ฟ๐˜† ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐˜ ๐˜€๐˜๐—ผ๐—ฟ๐—ถ๐—ฒ๐˜€.
During his latest appearance on BNN Bloomberg's ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต ๐˜Š๐˜ข๐˜ญ๐˜ญ, Jason Del Vicario CFA, shared three of his current Top Picks:

๐— ๐—˜๐—ง๐—” ๐—ฃ๐—Ÿ๐—”๐—ง๐—™๐—ข๐—ฅ๐— ๐—ฆ
Hillsideโ€™s largest position and a long-time holding. Jason pointed to Metaโ€™s enormous global user base, the stickiness of its platforms and strong cash generation as key parts of its competitive moat. Meta Platforms Ltd

๐—–๐—›๐—ฅ๐—œ๐—ฆ๐—ง๐—œ๐—”๐—ก ๐——๐—œ๐—ข๐—ฅ
A way to own LVMH at what Jason sees as an attractive discount to the underlying value of its shares. While luxury is facing cyclical headwinds today, Hillside continues to take the long view.

ODDITY ๐—ง๐—˜๐—–๐—›
A newer holding disrupting the beauty industry with a direct-to-consumer model. It comes with ex*****on risk โ€” particularly its reliance on digital advertising partners โ€” but also significant potential if the company can successfully navigate those challenges.

Different industries. Different opportunities. Different risks.

But the same long-term focus on understanding the ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ behind the stock.

๐Ÿ‘‰ Swipe through Jasonโ€™s Top Picks, and watch the Jason's Top Picks here: https://www.bnnbloomberg.ca/video/shows/market-call/2026/08/25/jason-del-vicarios-top-picks-meta-platforms-christian-dior-oddity-tech/

08/29/2026

โšพ๏ธ When they ask a Little Leaguer about his dream jobโ€ฆ and heโ€™s already thinking long-term. ๐Ÿ˜‚

Danielโ€™s answer: retirement.

We like the way you think, Daniel. ๐Ÿ‘

At Hillside Wealth, we spend a lot of time talking about big, meaningful dreams โ€” and helping people build a financial plan designed to make them possible.

Apparently, itโ€™s never too early to start Dreamscaping. ๐Ÿ˜‰

If you dream big, like Daniel, Hillside has you covered. ๐Ÿ’ญโšพ๏ธ

And HUGE CONGRATULATIONS to Vancouverโ€™s Little Mountain team! You made an entire nation proud ๐Ÿ‡จ๐Ÿ‡ฆ

๐ŸŽฅ ๐—” ๐—ณ๐˜‚๐—น๐—น ๐—ต๐—ผ๐˜‚๐—ฟ ๐—ผ๐—ณ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€, ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—น๐—ผ๐—ป๐—ด-๐˜๐—ฒ๐—ฟ๐—บ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด.Jason Del Vicario CFA, Portfolio Manager at  Hillside Wealt...
08/27/2026

๐ŸŽฅ ๐—” ๐—ณ๐˜‚๐—น๐—น ๐—ต๐—ผ๐˜‚๐—ฟ ๐—ผ๐—ณ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€, ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—น๐—ผ๐—ป๐—ด-๐˜๐—ฒ๐—ฟ๐—บ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด.
Jason Del Vicario CFA, Portfolio Manager at Hillside Wealth Management, joined BNN Bloomberg's ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต ๐˜Š๐˜ข๐˜ญ๐˜ญ today to share his outlook on North American and global stocks.

From trade tensions and AI to luxury goods, insurance, software and more, Jason tackled viewer questions and shared a look inside the investment philosophy that guides our portfolios at Hillside.

One theme came through loud and clear: ๐—ง๐—ต๐—ถ๐—ป๐—ธ ๐—น๐—ผ๐—ป๐—ด ๐˜๐—ฒ๐—ฟ๐—บ.

Jason discussed why we prefer to measure holding periods in years โ€” ideally 5, 10 or even 20 โ€” and why we focus on owning high-quality businesses that we believe can withstand the inevitable ups and downs along the way.

He also revisited his past picks and shared three new Top Picks: Meta Platforms Ltd, ๐—–๐—ต๐—ฟ๐—ถ๐˜€๐˜๐—ถ๐—ฎ๐—ป ๐——๐—ถ๐—ผ๐—ฟ (LVMH) ๐—ฎ๐—ป๐—ฑ ODDITY ๐—ง๐—ฒ๐—ฐ๐—ต.

A big thank you to Lindsay Biscaia and the entire BNN Bloomberg team for having Jason and for another great conversation.

โ–ถ๏ธ ๐—ช๐—ฎ๐˜๐—ฐ๐—ต ๐˜๐—ต๐—ฒ ๐—ณ๐˜‚๐—น๐—น ๐—ฒ๐—ฝ๐—ถ๐˜€๐—ผ๐—ฑ๐—ฒ ๐—ต๐—ฒ๐—ฟ๐—ฒ: https://www.youtube.com/watch?v=HITQEonlzYo

And stay tuned โ€” weโ€™ll be sharing more from Jasonโ€™s conversation, including his Top Picks, Past Picks and thoughts on navigating todayโ€™s markets.

In the meantime - visit our website to sign up for our Informed Investor newsletter for more insights: www.hillsidewealth.ca

Happy BC Day! ๐Ÿ‡จ๐Ÿ‡ฆ๐ŸŒฒBritish Columbia reminds us every day why we call this incredible place homeโ€”from quiet mornings on the...
08/03/2026

Happy BC Day! ๐Ÿ‡จ๐Ÿ‡ฆ๐ŸŒฒ

British Columbia reminds us every day why we call this incredible place homeโ€”from quiet mornings on the water to evenings spent with family and friends.

At Hillside Wealth Management, weโ€™re grateful to help our clients build lives centered around the things that matter most: Freedom. Family. Performance.

Wishing you a safe, relaxing, and memorable BC Day with the people you love.

Happy BC Day!

What makes a great business? And just as importantly, when is a great business worth buying?Those were some of the theme...
07/08/2026

What makes a great business? And just as importantly, when is a great business worth buying?

Those were some of the themes Jason Del Vicario explored during his appearance on BNN Bloomberg's this week.

The conversation covered:
โ€ข Rogers Communications (RCI-B.TO) and the acquisition of the remaining stake in Maple Leaf Sports & Entertainmentโ€”why even exceptional assets can become less attractive when the price paid is too high.
โ€ข Copart (NASDAQ: CPRT)โ€”a business we've long admired for its dominant market position, hard-to-replicate asset base, founder-led culture, and attractive long-term prospects.
โ€ข Constellation Software Inc. (TSX: CSU)โ€”one of Canada's highest-quality businesses. While concerns around AI have weighed on the share price, we continue to believe its portfolio of mission-critical vertical market software businesses is exceptionally well positioned for the long term.

At Hillside Wealth Management, our focus isn't on predicting short-term market movements. It's on identifying exceptional businesses, understanding what they're worth, and patiently investing when opportunities arise.

A sincere thank you to Lindsay Biscaia and the entire BNN Bloomberg team for having Jason back on Trading Day. We always appreciate the opportunity to discuss long-term investing and the businesses we follow.

๐ŸŽฅ Watch the full interview:
https://www.youtube.com/watch?v=I8sdfoPD1FQ&t=130s

Interested in how we think about investing? Browse our past Informed Investor newsletters and market insights on our website, where we regularly share the ideas, businesses, and principles that guide our investment decisions.

As always, we'd love to hear your thoughts.

Trading Day focuses on the latest business developments and provide...

๐Ÿ“บ Save the date!We're excited to share that Jason Del Vicario will be joining BNN Bloomberg's    on Monday, July 6 at 10...
07/02/2026

๐Ÿ“บ Save the date!

We're excited to share that Jason Del Vicario will be joining BNN Bloomberg's on Monday, July 6 at 10:00 AM PT.

Tune in for a conversation on markets, businesses, and long-term investing.

๐Ÿ—“๏ธ Want a reminder? Add it to your calendar here:
https://calendarlink.com/event/Fq2TU

We hope you'll join us!

๐Ÿ“บ Before you head into the weekend, here's something you might want to add to your calendar!Jason Del Vicario will be ap...
06/19/2026

๐Ÿ“บ Before you head into the weekend, here's something you might want to add to your calendar!

Jason Del Vicario will be appearing on BNN Bloomberg this Monday, June 22nd, sharing his thoughts on markets and investing.

๐Ÿ“… Add it to your calendar here:
https://calendarlink.com/event/IRxC5

Have a wonderful weekend, and we hope you'll join us on Monday!

๐Ÿ“Œ 3 ๐—ง๐—™๐—ฆ๐—” ๐— ๐—ถ๐˜€๐˜๐—ฎ๐—ธ๐—ฒ๐˜€ ๐—ง๐—ต๐—ฎ๐˜ ๐—–๐—ผ๐˜‚๐—น๐—ฑ ๐—–๐—ผ๐˜€๐˜ ๐—ฌ๐—ผ๐˜‚ ๐Ÿ’ธYour TFSA is a powerful savings tool โ€” but many investors unknowingly make mistak...
04/22/2026

๐Ÿ“Œ 3 ๐—ง๐—™๐—ฆ๐—” ๐— ๐—ถ๐˜€๐˜๐—ฎ๐—ธ๐—ฒ๐˜€ ๐—ง๐—ต๐—ฎ๐˜ ๐—–๐—ผ๐˜‚๐—น๐—ฑ ๐—–๐—ผ๐˜€๐˜ ๐—ฌ๐—ผ๐˜‚ ๐Ÿ’ธ
Your TFSA is a powerful savings tool โ€” but many investors unknowingly make mistakes that can reduce its effectiveness over time.

In our latest YouTube video, Amanda Baxter breaks down the ๐˜๐—ผ๐—ฝ ๐˜๐—ต๐—ฟ๐—ฒ๐—ฒ ๐—ง๐—™๐—ฆ๐—” ๐—ฝ๐—ถ๐˜๐—ณ๐—ฎ๐—น๐—น๐˜€ and how to avoid them so you can ๐—ธ๐—ฒ๐—ฒ๐—ฝ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—ผ๐—ณ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—บ๐—ผ๐—ป๐—ฒ๐˜† ๐˜„๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐˜†๐—ผ๐˜‚.

๐Ÿ‘‰ What youโ€™ll learn:
โœ… How contribution room works (and why over-contributing hurts)
โœ… The risk of frequent trading inside TFSAs
โœ… Asset-location strategies that maximize tax-free growth

Watch now and make sure youโ€™re using your TFSA the right way: https://www.youtube.com/watch?v=NufVm6PlpE0

๐Ÿ”Ž ๐˜ž๐˜ฉ๐˜ฆ๐˜ต๐˜ฉ๐˜ฆ๐˜ณ ๐˜บ๐˜ฐ๐˜ถโ€™๐˜ณ๐˜ฆ ๐˜ฆ๐˜ข๐˜ณ๐˜ญ๐˜บ ๐˜ช๐˜ฏ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ซ๐˜ฐ๐˜ถ๐˜ณ๐˜ฏ๐˜ฆ๐˜บ ๐˜ฐ๐˜ณ ๐˜ณ๐˜ฆ๐˜ท๐˜ช๐˜ฆ๐˜ธ๐˜ช๐˜ฏ๐˜จ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ต๐˜ข๐˜น-๐˜ฆ๐˜ง๐˜ง๐˜ช๐˜ค๐˜ช๐˜ฆ๐˜ฏ๐˜ต ๐˜ด๐˜ต๐˜ณ๐˜ข๐˜ต๐˜ฆ๐˜จ๐˜ช๐˜ฆ๐˜ด, ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ท๐˜ช๐˜ฅ๐˜ฆ๐˜ฐ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ฉ๐˜ฆ๐˜ญ๐˜ฑ ๐˜บ๐˜ฐ๐˜ถ ๐˜ญ๐˜ฆ๐˜ท๐˜ฆ๐˜ญ ๐˜ถ๐˜ฑ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜›๐˜๐˜š๐˜ˆ ๐˜จ๐˜ข๐˜ฎ๐˜ฆ.

/ ๐Ÿ“Œ 3 TFSA Mistakes That Could Cost You | How to Use Your TFSA the Right...

Weโ€™re putting the finishing touches on our next Informed Investor newsletterโ€ฆ โœ๏ธNo hot takes. No predictions. Just how w...
04/21/2026

Weโ€™re putting the finishing touches on our next Informed Investor newsletterโ€ฆ โœ๏ธ

No hot takes. No predictions. Just how weโ€™re thinking right now.

If you want a sense of how we approach retirement planning, market moments, and long-term investing, you can browse past issues here:
๐Ÿ‘‰ https://hillsidewealth.ca/newsletters/

๐Ÿ“ฉ Subscribe TODAY and weโ€™ll send the next one straight to your inbox.

Weโ€™re excited to share that Jason Del Vicario CFA will be a guest on BNN Bloomberg's "The Street" on April 20th.Itโ€™s a f...
04/15/2026

Weโ€™re excited to share that Jason Del Vicario CFA will be a guest on BNN Bloomberg's "The Street" on April 20th.

Itโ€™s a fast-paced look at overnight developments and breaking business news โ€” covering pre-market movers, company updates, and economic reports shaping todayโ€™s markets.

Jason will be sharing how weโ€™re thinking about the current environment and where we see long-term opportunity beneath the headlines.

Viewers can also call in live with questions.
๐Ÿ“… Add to your calendar: https://calendarlink.com/event/enKFD

As always, if thereโ€™s something youโ€™d like us to raise on air, send it our way.

Address

700/609 Granville Street
Vancouver, BC
VY71G5

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