What We Think – Page 3 – Surround Wealth Advisors

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

The Surroundup

FEELING FRUSTRATED? TRY FIXING YOUR H.A.L.O.

This month’s Surroundup is all about fixing your H.A.L.O. That’s right. As we continue to find ourselves in a world of conflict and polarized extremism, and at the same moment entering the season of giving and gratitude, I wanted to visit on one of the other biggest topics of the last two years that has...

November 24, 2023

The Surroundup

ALTERNATIVE MINIMUM TAX (AMT) – WHAT IS IT AND HOW DOES IT IMPACT ME?

AMT is a second, alternate tax liability calculation which Canadian individual and trusts have to consider annually as a parallel with their normal tax liability. This method was introduced for Canada’s tax system back in 1986. Under this parallel tax calculation method, it allows for fewer deductions, exemptions and credits than under the regular income...

October 25, 2023

The Surroundup, Videos

IT’S ALL ABOUT EXPECTATIONS

IT’S ALL ABOUT EXPECTATIONS If I had to give this year a theme, it would be “better than expected”. What’s to come? Find out in this month’s video. Hint: It doesn’t matter what happens. It matters what’s priced in. It matters what the market expects. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial...

September 26, 2023