B-SIDE: ALL I WANT FOR CHRISTMAS IS ANOTHER AWESOME YEAR WITH SURROUND

Here it is once again, our Christmas Wish List!

A list of some of the things we are very excited to talk to you about in our communications and meetings with you in the New Year. Stay tuned for more on this as we roll out the 2025 Surround Wealth Client Experience for you.

• Creating good inheritors: how to talk to your kids and grandkids about the value of wealth
• Strategic philanthropy: a powerful family legacy comes in many forms, and insurance can help
• New tools for wealth planning and investment management: SNAP Projections, Conquest and CapIntel are just some of the things that will light up the screen and our meeting conversations
• With interest rates coming back down, where to next for steady predictable returns?
• With higher disbursement quotas on charitable foundations at 5%, how to organize your giving
• Feeling disorganized? Surround’s top habits for keeping on top of your financial world
• The Surround B-Side – regular coverage of key changes as a Canadian taxpayer and investor
• Wealth Matters – quarterly webcasts about some of the hottest trends in life, wealth and tax

In the meantime, if there are other topics on YOUR Christmas Wish list for working with Surround in 2025, or people near and dear you would like to see working with Surround, drop us a note, we’d love to hear from you.

Thank you for entrusting us to be on your wealth team, we are truly grateful and look forward to more growth and prosperity with you for many years to come. We look forward to these and so many more incredible ways to help you Surround Wealth in all its forms.