The All-Weather Investor | Building a $5M portfolio—$1M already achieved | Sharing everything I learn along the way

Strategic stock investing for Wealth Managers and Family Offices.

Wealth preservation is essential. 

But true financial stewardship requires strategic growth—built on conviction, discipline, and risk management.

Many wealth managers and family offices struggle to find stock investment strategies that deliver superior returns without unnecessary complexity. Our approach bridges that gap.

I’m Marcello, a former doctor turned full-time investor with two decades of experience in stock and crypto markets. 

Since 2016, I have worked with wealth managers, family offices, and high-net-worth individuals to implement investment strategies that maximize performance while protecting capital.

In 2020 and 2021, my momentum-based approach transformed $32,000 into over $1 million. 

Today, we refine and apply that strategy for professionals seeking an edge in the markets.

What we offer: 

↳ Institutional-grade stock strategies designed for long-term performance
↳ Risk-managed investment frameworks to navigate uncertainty with confidence
↳ Tailored solutions for wealth managers and family offices seeking scalable, high-conviction strategies

If you're looking to strengthen your portfolio strategy with a proven, data-driven approach, email me at marcello@mdvinternational.com

Marcello Duarte Vieira

What catches my eye the most in the financial market this early in the year is the array of thriving sectors like gold and other metals, copper, memory, electricity, and so on, whereas the S&P 500 kicked off slowly. Unlike the previous years, I think this will be one where effective stock picking matters more than it has.

Fund Manager | Specialized Momentum & Risk-Hedged Solutions for Family Offices & Advisors | 20+ Years of Market Experience

Hi! I'm Stephanie! I'm passionate about building impactful partnerships, enabling businesses to grow, and making sure the social impact community thrives. With over a decade of consistently generating seven and eight figure annual revenue for companies, I understand what it takes to drive success.

Over the last 15 years working with non-profit, government and for profit businesses, I've developed a unique process for building community and generating revenue through a partnership growth mindset. I've been fortunate to develop programs and partnerships that have touched lives across the globe, from India to the United States and beyond. I've created thousands of ecosystems and opportunities that unite governments, educators, employers, and donors to make tangible change.

I believe that together we can achieve great things and am committed to paving the way for a more inclusive, impactful future.

Stephanie Wilson

I grew up in a small town in rural eastern Ontario.

When I finished high school, I had no idea what I wanted to be. I just knew one thing very clearly. I did not like school the way it was structured. Sitting still. Being talked at. Memorizing instead of doing.

So I took a year off after high school to try to find my way.

It felt uncomfortable. Most of my friends knew exactly what they wanted to do. Everyone was heading off to university. I felt behind. A little lost. Like I had missed some memo everyone else received.

After that year, I still did not know what I wanted to be “when I grew up.” But I did know I needed some form of post secondary education. I needed skills. I needed momentum.

I chose college and enrolled in executive administration.

It was hands on. Practical. I learned a lot. I worked three jobs to cover rent and school. I learned how to manage money because I had to. Those years shaped my work ethic and my sense of responsibility in ways I still carry with me.

After graduating, I got a job working for a municipal councillor. What started as a role turned into six formative years. It exposed me to government, policy, community, and how decisions actually get made. That path eventually led me into the nonprofit world, where I found my purpose. That part of the story is for another day.

For a long time, I was embarrassed to say I did not have a university degree.

I was screened out of jobs automatically because it was mandatory. I questioned myself more times than I can count.

Do I regret not going to university?

Yes and no.

No, because I do not think I would have thrived there at that point in my life.

Yes, because there were real opportunities I never got access to because I did not have that piece of paper.

Both things can be true.

I am sharing this because I see so many people feeling pressure to follow a single definition of success. A single path. A single timeline.

Education matters. Credentials matter. But lived experience matters too.

Learning by doing counts. Working your way through school counts. Taking a longer or different route counts.

There is no one right way to build a career.

Chart your own path. Pay attention to what energizes you, not just what looks good on paper. 

Choose the pathway that works for how you learn, how you move, and who you are becoming.

#CareerPath #Employment #FindYourOwnPath #NonProfit #Education

Photo is me from 2008, still trying to figure things out.

Cross-Sector Growth Strategist | $100M+ in Government & Partner Funding Secured | Nonprofit • Tech • Education • SaaS | Founder – The Uplift Collective

This weekend I’m spending time at the ISET National Gathering, and I want to name how meaningful it is to be here.

Being in this space is a reminder that workforce development is not just about programs, funding, or outcomes on paper. It’s about people, place, and self-determination. Indigenous communities have been doing this work for generations, building pathways rooted in culture, community knowledge, and lived experience.

What stands out most is the care and intentionality behind the conversations. 

Listening comes first. 
Relationships come before solutions. 
Progress is measured not just by numbers, but by trust, relevance, and long-term impact.

I’m grateful for the opportunity to learn, to listen, and to be present in a space led by Indigenous voices and priorities. 

Moments like this quietly reshape how you think about the work and how you show up when you return home.

#ISETNationalGathering #ISETGathering2026 #Indigenous #WorkforceDevelopment #Community

Thanks to Jelly Academy for organizing such a collaborative space and to Digital Moment | Moment numérique for the opportunity.

The last five days have been full.

Full in the sense of listening carefully, asking questions, and sitting in rooms where people are genuinely trying to figure out how we do this work better.

Across different events, sectors, and conversations, the thread has been consistent.

How do we build systems that actually serve people, not just programs?

How do we prepare for the future of work without losing sight of the humans navigating it right now?

How do we move past performative solutions and into ones that are grounded, inclusive, and durable?

There’s also a reality I’m hearing more clearly now than ever.

Funding is tight. Budgets have been cut. Teams that once sent three or four people to conferences are now sending one. Many are attending virtually, not by choice, but by necessity.

I’m genuinely grateful to conferences and organizers who make that possible. Access matters. So does recognizing that for many organizations, showing up at all right now takes intention and sacrifice.

What that’s changed is the weight of being in the room.

More people are carrying insights back to their teams. 

More responsibility to listen well, synthesize, and translate what matters into action. Fewer spectators. More stewards.

The conversations I’ve been part of haven’t been about trends for the sake of trends. They’ve been about tradeoffs. Priorities. What we protect when resources are constrained.

Spending this time with practitioners, funders, educators, Indigenous leaders, and workforce builders has been a reminder of why this work matters to me.

Not because the answers are easy.

But because when conditions are tight, clarity matters even more.

It was so great to reconnect, meet new people and learn from so many amazing individuals! Until next time friends!
Wendy Baker Darian Kovacs ♾️ Allain Lauzon Mary Stack, BA, CPHR Jasmeen Sidhu, Ph.D. Allan Govender Virginia Gluska Ulrike Bahr-Gedalia Eleanor Hawkins Nausheen Ali Fatima Saadeddine, MBA,PMP,CHRP,ESPT  Jade (Jadelyn) Psutka Allison Bear BComm Barbara Wilson,🍁CCDP® Lisa Stephenson-MBA, CRSP Kelly Johnson

It was unfortunate that so many people had travel cancelled so they couldn't attend after all - I see you!

#Cannexus2026 #ISETGathering2026 #Community #NonProfit #EmploymentServices #Indigenous #Learning

We have a beautiful owl that lives in the trees near our driveway. Usually across the way. Easy to admire from a distance.

Last night, I went out to grab wood for the stove before bed and nearly jumped out of my skin. 

He was sitting right on the front porch railing. Completely still. Just watching. Probably hunting. Definitely unbothered by me.

I froze. Slowly backed into the house. Turned off the lights.

Then I stood in the dining room, in the dark, and watched him for a while.
No noise. 

Just this quiet, unexpected moment of sharing space with something wild and calm and entirely unconcerned with my plans for the evening.

It was incredible.

Sometimes the best moments are the ones that do not mean anything more than exactly what they are.

#Wildlife #NotAPhotographer #CountryLife 

Alyx Parks and Stephanie Martin - I thought of both of you immediately after it happened.

undefined undefined

The Uplift Collective

https://www.upliftcollective.ca/the-partnership-blueprint-five-proven-steps-for-forging-successful-partnerships

the-uplift-collective

Some of the most valuable parts of my work live in the things I no longer consciously think about.

After years of building, reviewing, defending, and negotiating government budgets, so much of what I do has become instinctive. 

You stop noticing the hundreds of small decisions you make because you have internalized how funders think, where flexibility actually lives, and which details quietly matter most.

Recently, I had the chance to sit with that experience and write it all down. 

Not the big frameworks or the obvious rules, but the small things you only learn by doing the work. 

The wording choices that reduce scrutiny. 

The assumptions that do not need to be over engineered. 

The places where people think they are locked in, but are not.

There was something unexpectedly grounding about translating years of lived experience into something clear and usable for a client. 

Not to impress. 
Not to overcomplicate. 
Just to make the work easier and less stressful for the people doing it.

This kind of work reminds me why I enjoy what I do. 

Helping smart teams feel more confident, more capable, and less constrained by rules that often feel heavier than they actually are.

If you have ever felt weighed down by process or rules that seemed immovable, I promise there is often more room to breathe than it appears.

#BudgetDevelopment #ProposalDevelopment #NonProfit #GovernmentFunding

One thing I think everyone should try at least once is learning someone else’s job.

Not the polished version. The real, day to day work. The setup. The decisions no one talks about. The small things that keep everything moving quietly in the background.

When you work in teams, so much of that effort becomes invisible. Systems run. Tools connect. Processes exist. You rarely stop to think about how much experience and judgment it takes to make things feel that seamless.

Until those people are not there.

And you have to do one small piece yourself.

You realize how many choices live inside what once looked simple.

Lately, I am spending an absurd amount of time learning tools.
Not the exciting kind. The tiny, fiddly ones. Payment systems. Tool connections. Settings I did not even know existed.

Learning to do something you have never done before, or something that was always someone else’s role, builds more than skills.

It builds appreciation.

It changes how you show up the next time.

#ProfessionalDevelopment #GrowthMindset #Entrepreneurship

I really hate getting a no.

Not because I expect everything to work out, but because I put a lot into the work. Time. Thought. Energy. And more than that, belief. I care deeply about what I do and about the teams and ideas behind every proposal. That makes the no’s land harder than people realize.

Early on, I took them personally. Every declined submission felt like a judgment, not just of the work, but of the care behind it. And honestly, I still feel that sometimes. Loving the work makes you more exposed, not less.

What changed over time was not the feeling. It was what I did with it.

I started sitting with the no’s longer. Looking for patterns. Paying attention to what funders questioned, what they ignored, and what clarity actually meant in practice. Every no taught me something I could not have learned any other way.

That learning adds up. Today, more than 40 percent of what I work on gets approved. Not because the no’s stopped hurting, but because I stayed curious instead of shutting down.

Lately, there have been a lot of yes’s for clients. And I feel genuinely excited for them every single time. 

I also know the no’s will come again. They always do.

When they do, I will feel them. And then I will learn from them.

Because caring about the work is not a weakness. It is the reason the yes’s mean so much when they arrive.

#GovernmentFunding #BusinessDevelopment #ProposalDevelopment

I’ve learned that authenticity isn’t about having a fixed identity. It’s about staying honest as things shift.

I have spent years being the reliable one. 

The person who could hold a lot, absorb uncertainty, and keep moving anyway.

That works. Until it does not.

Because eventually you realize how much energy it takes to live up to a version of yourself that was built for other people’s expectations.

Letting go of who you think you are supposed to be does not mean losing drive or ambition. It means releasing the pressure to look a certain way while you are building something real.

Authenticity is not a reveal or a brand decision.

It is a daily choice to show up aligned, even when that alignment keeps evolving.

And that choice changes everything.

#BeTrueToYourself #Authenticity #Leadership #NonProfit #StartUp

One of the best parts of a panel on AI and the next generation at the AI Policy Conference yesterday was that it did not try to wrap anything up neatly.
Instead, it named the complexity.

AI is already embedded in education, work, and daily life. Young people are forming relationships with systems that shape how they think, learn, and see themselves. Institutions are trying to respond in real time, often without data, shared frameworks, or room to pause.

At the same time, many of the loudest predictions about jobs and disruption have not fully materialized. Change is happening, but unevenly. Slowly in some places. Abruptly in others.

What emerged was a quieter but more useful set of questions.

How do we equip young people to be creators, not just users?

How do we protect without pretending we can stop what is already here?

How do we build literacy, judgment, and human skills that remain valuable no matter how tools evolve?

There was no single answer, and that felt right.

This is long-term work. It requires humility, collaboration across disciplines, and a willingness to sit with uncertainty without defaulting to fear or hype.

If there was a through-line, it was this: the future will be shaped less by the tools themselves and more by how thoughtfully we choose to integrate them.

Panel participants:
Justin Hendrix, Tech Policy Press
Shingai Manjengwa, Mila - Quebec Artificial Intelligence Institute
Namir Anani, P.Eng., ICTC-CTIC
Laurent Charlin, Mila - Quebec Artificial Intelligence Institute
André Côté, The Dais at Toronto Metropolitan University 

Thankful to Mila - Quebec Artificial Intelligence Institute for access to the AI Policy Conference and for putting together such a great event!

#AIPolicy #YouthAndAI #Talent #GovernmentofCanada

Creativity is my word for 2026.

Creativity in how I approach work, rest, and everything in between.

Creative problem solving.
Creative contracting.
Creative time off.
Creative experiences.

Creativity is what lets you ask better questions instead of accepting the default answer. It is how you find options where others see constraints. It is how you design work and life in ways that actually fit.

In 2026, the only box is that there is no box.

More room to experiment.

More permission to rethink how things are done.

More trust in the idea that there is almost always another way.

Here is to a year of curiosity, flexibility, and building something that feels as good as it works.

#Focus #GrowthMindset #HeresTo2026

I never thought I would be an entrepreneur.

In fact, quite the opposite. I was convinced I did not have the “it” that founders and leaders are supposed to have. 

I wanted stability. The person who imagined working for others my whole life and being perfectly content doing that.

And for a long time, that made sense.

What I did not realize then is that entrepreneurship does not always look like taking big risks. Sometimes it looks like taking responsibility. For your values. For your time. For the kind of work you want to put into the world.

I did not wake up one day wanting to start something of my own. I arrived here slowly, through experience, through necessity, and through a growing understanding of what I needed in order to feel grounded and aligned.

Entrepreneurship was not a goal. It was a response.

And maybe that is the part we do not talk about enough. Not everyone sets out to build something. 

Some of us end up here because staying the same stopped being an option.

Did you ever picture yourself doing what you are doing now?

#Entrepreneuship #CareerFocus

Woke up to a weirdly satisfying thing this morning.

I’ve had a watch since July that tracks something called body battery. 

I’ve seen it end the day at five more times than I’d like to admit.

Today I woke up at one hundred. First time ever.

That’s it. That’s the post.

#WeekendVibes #QuietWins #SlowDown

READ THE QUOTE IN THE IMAGE!

Now read it again!

Who. You. TRULY. Are

NOT the version that feels easiest to explain.

NOT the version that keeps everyone comfortable.

NOT the version that fits neatly into a role you learned to play well.

Being yourself is not about being loud or visible all the time.
It is about being honest. With your values. With your limits. With what actually matters to you now, not who you were five years ago.

I have learned that the more energy you spend trying to meet expectations that are not yours, the dimmer everything feels. The work. The relationships. Even the wins.

The moments where things start to open up again usually come from a small shift. 

Saying no when you would normally say yes. Choosing alignment over approval. 

Letting yourself evolve without needing to justify it.

Your light is not something you manufacture.
It is something that shows up naturally when you stop hiding parts of yourself to fit the room.

And the right rooms do not require you to dim it in the first place.

#BeYourself #BeAuthentic #ISeeYou #Leadership #Teamwork #BetterTogether

I spent some time last week listening to a session called Sector Signals: The Trends Shaping the Sector in 2026 with Bruce MacDonald from Imagine Canada and Goldy Hyder from the Business Council of Canada.

What struck me wasn’t any single statistic or headline. It was the overall tone.
It felt grounded. Practical. Almost sobering in a good way.

There was very little talk about big, shiny solutions or sweeping promises. Instead, the conversation kept coming back to something simpler and more uncomfortable. We have work to do at home.

Strengthening our own foundations. Reducing friction. Fixing the systems that make it harder than it needs to be to collaborate, hire, trade, or deliver services. Creating more predictability so organizations can actually plan and invest with confidence.

One line that stayed with me was “show, not just tell.”

Not just saying we are ready or resilient or innovative, but actually building the conditions that make those things true.

There was also a framing I appreciated. We are not in a smooth transition period. We are in the middle of a rupture.

That changes how you lead.

It means fewer grand gestures and more steady, behind the scenes work. 

Tightening operations. Building trust. Working across sectors. Making it easier for people to participate instead of adding more complexity.

It felt less like a strategy conversation and more like a leadership one.

Less about what sounds impressive.

More about what actually holds.

onestly, it resonated a lot with how many people are already operating right now.

Focus on what’s real. Fix what’s within reach. Strengthen the base so the rest can grow.

#Strategy #Leadership #LearningandDevelopment Jedno The Uplift Collective

One thing I keep coming back to in conversations lately is timing.

A lot of organizations are doing the right work. Strong ideas. Capable teams. Real demand. And still, things are not moving the way they expected.

Not because they are doing something wrong.

Because the system itself is in motion.

Calls are delayed or quietly reworked.
Programs get folded into other initiatives.
Priorities shift before anything ever reaches a public intake.

From the outside, it can feel confusing. Like you misread the landscape or missed a signal. In reality, the rules are still being rewritten.

This is where patience becomes strategic.

Not passive patience. Active patience. The kind where you keep preparing, strengthening, and paying attention while resisting the urge to force momentum.

A lot of the work right now is helping teams sit with that uncertainty without spiraling. Adjusting plans without abandoning them. Staying ready without trying to rush a system that is not ready yet.

Sometimes the smartest move is not to push harder, but to hold steady until the timing catches up to the work.

#FundingStrategy #GovernmentFunding #NonprofitLeadership
 #StrategicPlanning #SystemsThinking

Join an upcoming FREE workshops to better prepare for what's coming!  https://lnkd.in/e_KQt4jg

Stop beating yourself up!!!

Don’t think you do that?
Here’s what it actually looks like in real life:
- Replaying a conversation on the drive home.
- Second-guessing a decision you already made with the information you had.
 - Assuming a mistake says something about who you are, not just what happened.
 - Feeling like you should have known better, been faster, clearer, stronger.

Sound familiar?

We’ve been taught that self-criticism equals accountability.
That if we’re hard on ourselves, we’ll improve faster.
That pressure produces excellence.

But more often, it just produces exhaustion.

Beating yourself up usually shows up when expectations are high, outcomes are uncertain, and you’re carrying more responsibility than anyone sees.

It’s a signal.
The problem is that self-criticism rarely makes us better.
It just makes us smaller.

So how do you stop when you catch yourself doing it?

1️⃣  Name what’s actually happening.
 Instead of “I screwed this up,” try “This didn’t go the way I hoped.”
 Facts calm the nervous system. Stories inflame it.

2️⃣ Separate intent from outcome.
You can have good intentions and imperfect results at the same time.
Both can be true. Only one needs fixing.

3️⃣  Ask one forward-looking question.
Not “What’s wrong with me?”
But “What’s the next small adjustment I’d make if this came up again?”
That’s it. No spiral required.

If you’re trying to be a good person and you try to do the right thing, that's all that matters.

Growth doesn’t require punishment.

It requires honesty, rest, and the willingness to keep going.

And if you’re reading this thinking, “This sounds like me” then it probably is.
You’re not alone, and you’re not doing it wrong.
Be a little kinder to yourself today.

#BeKind #PersonalGrowth #FallingNotFailing #SelfImprovement #Leadership #Teamwork

You may not control the events that happen to you
 but you can decide not to be reduced by them.

That choice is one I see leaders, founders, and builders struggle with more than almost anything else.

Because a setback can quietly turn into a story about who you are.
A hard moment can shrink your confidence if you let it.
One decision, one missed opportunity, one tough season can start to feel permanent.

But it isn’t.

You’re allowed to be impacted without being defined.

You can acknowledge what hurt without letting it harden you.

You can learn from something without carrying it as proof that you’re not enough.

Resilience isn’t pretending things didn’t affect you.

It’s choosing not to let them take more than they already have.

If you’re in the middle of something heavy right now, this is your reminder

You’re still standing.
You’re still growing.

And YOU get to decide what this chapter means next.

#NonProfit #Leadership #StartUp #GrowthMindset #Resilience #NonProfitLeadership

I watched a video and could not stop thinking about how early we learn to edit ourselves.

Kids start out loud, curious, unapologetic. They ask strange questions. They take up space. They are fully themselves without checking the room first. And then, slowly, they learn when to quiet down. When to blend in. When to stop standing out.

What stayed with me is how familiar that feels in the professional world.

At some point, many of us learn the same lesson.

Tone it down.

Stick to the playbook.

Do not be the odd one out.

Over time, that sparkle does not disappear. It just gets managed. Contained. Brought out only when it feels safe or appropriate.

And yet, the work that actually moves things forward is almost always shaped by people who think differently. 

The ones who question defaults. 

The ones who see patterns others miss. 

The ones willing to sound a little strange before they sound right.

If you have ever felt yourself shrinking to fit a role, a title, or an industry norm, consider this a reminder. 

That part of you is still there. It has just been waiting for space.

BRING BACK THE SPARKLE!!

Step off the well worn path.

Nothing meaningful has ever been built by people who only followed the herd.

https://lnkd.in/emWvkws2 
His Youtube Channel to give him a follow: https://lnkd.in/ehb-AESd [I couldn't find the above video on the channel]

#BringBackTheSparkle #BeYourself #BeAuthentic

If you have ever hit a word limit halfway through answering a funder’s question, this is for you.

One of the hardest parts of writing proposals is answering every part of a funder’s question while staying inside a tight word or character limit.

Especially when appendices or extra attachments are not allowed.

You cannot skip components. You also cannot explain everything.

So when space is tight, here is a rule that helps.

Every sentence must do more than one job. Ideally three.

A strong sentence should:

 1 describe what you are actually going to do

 2 signal eligibility and alignment to the funder’s priorities

 3 imply milestones, outcomes, or credibility

If a sentence only does one of those things, it is a candidate for removal or compression.

This is how you stay compliant and persuasive without running out of room.

It is not about writing less.

It is about making every sentence work harder.

If you have ever hit a word limit and wondered what to cut, start here.

#ProposalDevelopment #GovernmentFunding #NonProfit #Charity

Growth is what you do with what happens.

That is how better decisions get made over time.

#WednesdayWisdom #GrowthMindset

taplio

The Battle

Marcello Duarte Vieira

Stephanie Wilson

Followers

Posts

Engagements

Likes

Performance ScoreMarcello Duarte Vieira's LinkedIn Performance

Performance ScoreStephanie Wilson's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Marcello Duarte Vieira

Stephanie Wilson

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Marcello Duarte Vieira's LinkedIn Performance

Performance ScoreStephanie Wilson's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreMarcello Duarte Vieira's LinkedIn Performance