The Surroundup


  • by Gillian Stovel Rivers, MA, CFP®, CEA
  • December 20, 2022

Here it is, 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 2023 Surround Wealth Client Experience for you.

In the meantime, if there are others topics on YOUR Christmas Wish list for working with Surround in 2023, or people near and dear you would like to see working with Surround, drop us a note, we would 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.

• Higher TFSA contribution limits – $6,500 for a 2023 total of $88,000
• Introducing the FHSA – Tax Free First Home Savings Account, which brings first home savings incentives to a possible $75,000 down payment per person
• Exciting developments for Assante Private Portfolios – New “smart beta and stra-tactical” features for this program to roll out
• Incredible interest rate on the CI High Interest Savings Account – now paying over 4.5%
• Higher disbursement quotas on charitable foundations – going from 3.5% to 5%
• Introducing our CF24 Next Level Sponsored Athletes
• The Surround B-Side – more great playlists to musically explore the news of the day
• TOP GUN 3 World Premiere Screening – Oakville, ON, May 2024

We look forward to these and so many more incredible ways to help you Surround Wealth in all its forms.

By Gillian Stovel Rivers, MA, CFP®, CEA
Senior Wealth Advisor
Assante Financial Management Ltd.