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PLANNING MATTERS: 2023 FIDELITY RETIREMENT REPORT

I recently read the annual Fidelity Retirement Report and wanted to share some of its insights. This is a survey based report which began in 2005. It aims to understand the current retirement trends and strategies as well as provide insights into the attitudes and behaviour of Canadian pre-retirees and retirees. A significant part of...

July 7, 2023

The Surroundup, Videos

THE GREAT DEBATE OF 2023

The great debate of 2023…. Recession or no recession? Bull market or bear market? Soft landing or hard landing? Which argument will prevail? Find out in this month’s video. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial Management Ltd. This material is provided for general information and should not be considered individual investment,...

June 27, 2023

The Surroundup, Videos

WEALTH PLANNING IN THE MULTIVERSE

As we near the mid-point in the year, the team at Surround continues to meet with clients to review amongst other things, two interrelated key metrics. As most of you know by now, during the first half of year “AGM Meetings” we review – the client’s Wealth Plan; and how their current investment balances and...

May 29, 2023

The Surroundup

B-SIDE: BE ANYTHING BUT BE THE BEST, AND BEING KIND COMES BACK TO YOU

The Surround Foundation was created back in 2019 to support causes championed by our clients and close to the hearts of our team members at Surround. NEXT LEVEL SPONSORED ATHLETE: MAX VIGNEUX This month we are thrilled to introduce Max Vigneux from All Level CrossFit in Windsor Ontario. Max was the recipient of one of...

May 29, 2023

The Surroundup

FROM SMALL ACORNS GROW MIGHTY OAKS

We wanted to give a big shout-out to our client Darrell Dawson who recently published a fiction story for children titled From Small Acorns Grow Mighty Oaks. Darrell lives in Mahone Bay, N.S. and was born in Bradford, Yorkshire, England in 1938. He attended Woodhouse Grove School, a public school for boys. While serving two...

April 19, 2023

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