What We Think – Page 2 – Surround Wealth Advisors

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The Surroundup

B-SIDE: UPCOMING EVENTS

Wealth Matters Webcast–April 23, 2025 Wealth Matters events are designed to provide Assante clients and their families with timely investment, wealth planning and lifestyle information. Your expert hosts Dilmini Bonas, TEP, LL.B., and John Christenson CPA, CA, TEP, CFP, from CI Assante Wealth Management as the explore Wealth Planning for recreational property. The webcast...

March 26, 2025

The Surroundup, Videos

MONEY WITH MEANING: WHY YOUR VALUES MATTER IN WEALTH BUILDING

Friends, let’s talk about money—not just earning it, but making it work for you in a way that actually aligns with who you are. Too often, financial advice comes at us like a soulless math problem: earn, save, invest, repeat. And for some people, it feels like using tools and instruments that don’t quite seem...

March 26, 2025

Yellow sign in front of a blue sky that reads Market Volatility.

Blog

ASSANTE MARKET UPDATE: MAKE VOLATILITY GREAT AGAIN

Assante Friends and Family, Over the past few weeks, I’ve had several conversations with clients, friends and family who are understandably frustrated, annoyed and nervous about the recent tariff noise and are concerned about the potential implications. These conversations almost always end with some form of “Trump is such a…” I’m not saying I disagree,...

March 11, 2025

Image of a calendar with the 30th day circled in red with the words taxes due inside. A Government of Canada document is seen in the bottom right corner.

The Surroundup

TAX TIME! LET’S GO!

It’s that time of year again! You got it… tax time! First things first… The RSP deadline is March 3, 2025 – that is the last day to make eligible contributions for the 2024 tax year. If you constantly struggle to get your RSP maxed out each year… consider moving contributions to a monthly...

February 26, 2025

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The Surroundup

TEMPER YOUR EXPECTATIONS

Let me start by wishing you all a very Happy 2025! Hope everyone had a wonderful holiday season with an opportunity to relax, unplug, and spend time with friends and family. As I write this, my birthday was a couple of days ago, so I thought I’d start by sharing a few candid photos of...

January 30, 2025

The Surroundup, Videos

BEING KIND COMES BACK TO YOU

Watch this month’s Surroundup video to learn more about who we are talking about this holiday season. Once again, this year Surround plans to honour the work we are privileged to do with and for our clients with a significant contribution to The Surround Foundation – a charitable donor advised fund we run through one...

December 19, 2024

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

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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