The Surroundup – Page 2 – Surround Wealth Advisors

The Surroundup

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...

December 19, 2024

Image of a calendar with the words Year End Planning in large bold letters.

The Surroundup

YEAR-END PLANNING – TAX & LEGAL

CHECKING ITEMS OFF YOUR LIST! It’s that time of year when we are all busy checking those important holiday lists before the rush starts. Another important list to check-off comes during the holiday season which isn’t typically as much fun to plan around, but it can impact you and your family if not handled...

November 26, 2024

Image of a cut out piece of paper with the word Update on it.

The Surroundup

B-SIDE: UPDATE ON OUR PARENT COMPANY CI FINANCIAL

I am writing with an exciting development about our parent company, CI Financial. The firm has announced that it has entered into an agreement with Mubadala Capital to take CI private. As a globally recognized, sovereign-backed investor, Mubadala Capital invests with a strategic, long-term outlook, bringing stability and certainty to support the continued development...

November 26, 2024

The Surroundup

WHEN SHOULD YOU START TAKING CPP?

IS THERE AN OPTIMAL AGE TO TAKE THE CANADA PENSION PLAN? For many, the answer is yes: the optimal age is to delay CPP to age 70. Before we get into the reasons why, let me say that this isn’t one-size-fits-all. Everyone’s circumstances are different. So if you’ve already started taking CPP and you...

October 30, 2024

The Surroundup

B-SIDE: RE-INTRODUCING ASSANTE’S WEALTH MATTERS WEBCASTS

Also in response to the diverse interests that were expressed in The Client Survey, we are happy to reintroduce you to Wealth Matters Webcasts, which take place quarterly and offer cutting edge content from a wide variety of experts in both financial and non-financial fields. Earlier this summer, Dr. Greg Wells hosted the Wealth Matters...

September 19, 2024

The Surroundup, Videos

GOOD STRESS. BAD STRESS.

In late August, I had the honour of working as a Judge at the 2024 Masters CrossFit Games in (you are reading this right!) Birmingham, Alabama. If you go look it up on YouTube, scan the judges for a strawberry blond with a white knee sleeve and yup, that’s me. Certainly, one city in the...

September 19, 2024

The Surroundup

BARE TRUSTS – RULE CHANGES FROM 2023 AND WHAT’S AHEAD FOR 2024

You may recall in our prior writing from February of this year we had detailed the changes for Trust reporting rules starting for the 2023 filing year which came with the inclusion for new reporting Trusts. Those new rules came with many questions for investors which included the issue for “bare trusts” which are an...

August 28, 2024

The Surroundup, Videos

B-SIDE: SEPTEMBER – IT’S OFF TO UNIVERSITY FOR MY OLDEST!

As the summer draws to a close many of us are finishing up vacations and prepping for back to school. This year is especially important for my wife and myself as our oldest is heading off to his first year of University (The RESP funds are finally going to be used!) I am excited to...

August 28, 2024

The Surroundup

REAL ESTATE OR STOCKS?

WHICH DO YOU THINK IS A BETTER LONG-TERM INVESTMENT – REAL ESTATE OR STOCKS? If you said real estate, you would agree with the latest results from Gallup’s 2024 survey, in which Americans at all income levels perceive real estate as a better investment than other options. In fact, real estate has been at the...

July 30, 2024

The Surroundup

B-SIDE: CLIENT INSIGHTS SURVEY FINDINGS

Photo by: Ann H (Pexels) The Client Survey from Absolute Engagement landed in your inboxes on April 25th. A very important exercise conducted by this leading client research company, the exercise and its various reports and insights gives us critical feedback on our ability to delivery on what you deem most important. Our highest priority...

June 27, 2024

What We Think

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

YEAR-END PLANNING – TAX & LEGAL

B-SIDE: UPDATE ON OUR PARENT COMPANY CI FINANCIAL

WHEN SHOULD YOU START TAKING CPP?

B-SIDE: RE-INTRODUCING ASSANTE’S WEALTH MATTERS WEBCASTS

GOOD STRESS. BAD STRESS.

BARE TRUSTS – RULE CHANGES FROM 2023 AND WHAT’S AHEAD FOR 2024

B-SIDE: SEPTEMBER – IT’S OFF TO UNIVERSITY FOR MY OLDEST!

REAL ESTATE OR STOCKS?

B-SIDE: CLIENT INSIGHTS SURVEY FINDINGS