What We Think – Page 4 – Surround Wealth Advisors

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

The Surroundup

B-SIDE: MEET IESHA ELLWOOD – OUR FINAL 2022 NEXT LEVEL SPONSORSHIP ATHLETE!

Meet Iesha Ellwood – our final 2022 Next Level Sponsorship Athlete! How long have you been doing CrossFit? What got you started? I’ve been doing CrossFit for about 5 years. I was invited by my friend Julia Lane. What aspect of our core values of authentic, driven, and inclusive do you relate to the most?...

August 28, 2023

The Surroundup, Videos

GREAT COACHING MAKES THE UNCERTAIN MORE CERTAIN OVER TIME

“Trust always affects two outcomes: speed and cost. When trust goes down, speed goes down and cost goes up. When trust goes up, speed goes up and cost goes down.” These are the words of the Stephen M.R. Covey from his book The Speed of Trust, and when I first began to conceive of this...

August 28, 2023

The Surroundup

DONATING SECURITIES – PROPOSED CHANGES FOR 2024

We are all aware of the of the joy one gets from giving to Charities. It makes us feel good about having a cause or benefit that means something to us… sometimes it is a deeply rooted cause that pulls at our heartstrings, or we know someone whose life has been impacted by a sickness...

July 24, 2023

Blog

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