What We Think – Page 2 – Surround Wealth Advisors

The Surroundup

PROPOSED CAPITAL GAINS INCLUSION TAX RATE CHANGES

The last Federal Budget was delivered on April 16 of this year with several new tax measures. Perhaps the biggest news of this budget was the proposal to increase the capital gains inclusion rate from 50% to two thirds (66.7%) effective for transactions after June 25th, 2024. Capital gains incurred prior to this date will...

May 29, 2024

Blog

Surround Market Update: Healthy Pullback

It’s the end of April, Q1 is in the books, tax season is just about behind us, weather is warming up and May flowers are beginning to bloom, so I thought now would be a good time for a brief market update. On a personal note, I just got back from our first family vacation. ...

April 30, 2024

Shorts, The Surroundup, Videos

DON’T BE SCARED.

When the market is down, everyone is worried. And when the market is up, everyone is still worried. How should you feel about it? My advice is in this month’s video. By Adil Mohammed, CFP®, CIM®, FCSI® Wealth Advisor Assante Financial Management Ltd. NEW! You can watch my usual full-length video (above), or watch it in...

April 29, 2024

The Surroundup, Videos

WHAT KIND OF ADVISOR DO YOU HAVE?

Most people assume all advisors do pretty much the same thing. But that’s not the case. What’s the difference between an investment advisor, financial planner, financial advisor and wealth advisor? It’s all in this video. By Adil Mohammed, CFP®, CIM®, FCSI® Wealth Advisor Assante Financial Management Ltd. This material is provided for general information and should...

April 29, 2024

The Surroundup, Videos

THE RISE AND FALL AND RISE AND FALL… AND RISE (FOR NOW), OF BITCOIN.

Have you seen Bitcoin’s price lately? It’s skyrocketing! For good reason, this has raised the interest level of many clients to ask why, and when it might be a good time to consider cryptocurrency as part of a diversified investment strategy. At the same time, many are still cautious about investing in it just yet....

March 26, 2024

The Surroundup

B-SIDE: PLEASE COMPLETE THE CLIENT SURVEY!

The Client Survey is coming to your inboxes on April 25th This is a very important exercise conducted by leading client research company Absolute Engagement, giving us critical feedback on our ability to delivery on what you deem most important. Please participate by completing the survey. It only takes about 7 minutes to answer and...

March 26, 2024

Image of a desk surface scattered with tax forms. A large calculator sits atop the papers with the words Tax Time on the display.

The Surroundup

IMPORTANT: NEW AND EXPANDED TRUST REPORTING

It’s about that time of year where the mailbox starts getting filled with tax related documents. Many of us wait until the last minute to file, but here is a reason to start working on your taxes now! The Government of Canada has introduced new trust reporting rules that require all trusts, unless specifically exempted,...

February 27, 2024

Shorts, The Surroundup, Videos

FIVE THINGS THAT WILL STAY THE SAME IN 2024

There is so much time and effort put towards trying to predict the changes that will occur in a new year. Want to know what will stay the same? Find out in this month’s video. By Adil Mohammed, CFP®, CIM®, FCSI® Wealth Advisor Assante Financial Management Ltd. NEW! Introducing video shorts, in which Adil breaks down...

January 29, 2024

The Surroundup, Videos

WHAT’S IN A WISH?

This December, Surround marks the fourth anniversary of The Surround Foundation by making a very important wish come true. We hope you enjoy this year’s holiday video introduction to a girl, named Zoey, an examination of the power of wishes, and what it means to live a good life.

December 18, 2023

The Surroundup

B-SIDE: INTERVIEW WITH A PRO, YULIA REUTER

In early November 2023, I had the absolute pleasure of being introduced and spending some time with Yulia Reuter, Head of Responsible Investing, CI Global Asset Management. Needless to say, when I began working on the task of gathering actionable intel for clients in the realm of sustainable and socially responsible investing, my immediate skepticism...

November 24, 2023