The Surroundup – Page 5 – Surround Wealth Advisors

The Surroundup

THE FIRST HOME SAVINGS ACCOUNT IS FINALLY HERE!

We are often asked by clients for advice on ways to help their children or grandchildren learn how to invest and build wealth. Many clients want to help the next generation, but instead of just handing over money, they want to help see how it can change their lives for future generations. There are a...

April 19, 2023

The Surroundup, Videos

CAN THE FED THREAD THE NEEDLE?

As rates began to rise in 2022, there were two realistic scenarios for the economy. Which scenario will prevail? Find out in this month’s video. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial Management Ltd. Correction: 0:33 rates began to rise in 2022, not 2020 Assante is an indirect, wholly-owned subsidiary of CI...

March 29, 2023

The Surroundup, Videos

SURROUND’S WORLD CLASS WEALTH ATHLETES FOLLOW 3 SIMPLE RULES

Being a CrossFit Coach is both an honour and a duty — and the great ones live by one charter: “My competency is solely defined by my efficacy.” Being a Wealth Coach is both an honour and a duty — and if you ask me, the great ones also live by this charter: “My competency...

February 27, 2023

The Surroundup

B-SIDE: AS IN ‘BE ANYTHING BUT BE THE BEST’

Introducing Surround’s first CF24 Sponsored Athlete: Julia Lane, Windsor, ON It is my absolute pleasure to introduce the first of our Next Level Sponsorship Athletes who were awarded in October based on their submissions of what piece of training, assistance or equipment would help them take their game to the next level. As you recall,...

February 27, 2023

The Surroundup

LET’S GET THIS STARTED!

As we look back on 2022 and say good riddance, we are all well aware that our 2022 obligations are not behind us as of yet…. Yes…the dreaded tax season is upon us. As with most years we will soon begin to receive slips in the mail from the various companies and agencies you deal...

January 30, 2023

The Surroundup, Videos

BEING KIND COMES BACK TO YOU.

This holiday season, the Surround team marks the third anniversary of The Surround Foundation by recognizing and supporting charities tackling food insecurity in our various home towns. Please enjoy this warm and festive video message. It’s sure to have you dancing in your boots by the end! In addition to sponsoring a city-wide campaign for...

December 20, 2022

The Surroundup

ALL I WANT FOR CHRISTMAS IS AN AWESOME YEAR WITH SURROUND

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,...

December 20, 2022

The Surroundup

SURROUND B-SIDE HOLIDAY 2022 EDITION

You asked and we answered. The Surround B-side continues its releases this time with a set of 10 specially curated holiday time and inspiring songs of warmth and joy. CLICK HERE FOR THE PLAYLIST ON SPOTIFY!

December 20, 2022

The Surroundup, Videos

SAVERS REJOICE

Every market correction has similarities to a previous correction but carries with it its own unique flavour. What’s different this year? Find out in this month’s video. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial Management Ltd. Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI...

November 23, 2022

The Surroundup, Videos

INTENSITY: HOW BADLY DO YOU WANT IT?

Intensity is an essential ingredient to reach optimal human performance in sport and in business, but each person’s definition and requirement for what is “optimal” is going to vary. Watch the video and then read this month’s blogpost: Then and only then, Intensity. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor

October 24, 2022

What We Think

THE FIRST HOME SAVINGS ACCOUNT IS FINALLY HERE!

CAN THE FED THREAD THE NEEDLE?

SURROUND’S WORLD CLASS WEALTH ATHLETES FOLLOW 3 SIMPLE RULES

B-SIDE: AS IN ‘BE ANYTHING BUT BE THE BEST’

LET’S GET THIS STARTED!

BEING KIND COMES BACK TO YOU.

ALL I WANT FOR CHRISTMAS IS AN AWESOME YEAR WITH SURROUND

SURROUND B-SIDE HOLIDAY 2022 EDITION

SAVERS REJOICE

INTENSITY: HOW BADLY DO YOU WANT IT?