What We Think – Page 5 – Surround Wealth Advisors

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

Blog

Assante Market Update: Bring on 2023!

Happy New Year all! May the new year bring good health, happiness and positive markets in 2023 with no new wars or pandemics! As for 2022 – nice knowing you…. Okay, that may be a bit harsh. Tami and I welcomed our second baby in September so I can’t write off 2022 completely. Not to...

January 13, 2023

The Surroundup, Videos

BEING KIND COMES BACK TO YOU.

This holiday season, the Surround team marks the third anniversary of The Surround Foundation by recognizing and supporting charities tackling food insecurity in our various home towns. Please enjoy this warm and festive video message. It’s sure to have you dancing in your boots by the end! In addition to sponsoring a city-wide campaign for...

December 20, 2022

The Surroundup

ALL I WANT FOR CHRISTMAS IS AN AWESOME YEAR WITH SURROUND

Here it is, 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 2023 Surround Wealth Client Experience for you. In the meantime,...

December 20, 2022

The Surroundup

SURROUND B-SIDE HOLIDAY 2022 EDITION

You asked and we answered. The Surround B-side continues its releases this time with a set of 10 specially curated holiday time and inspiring songs of warmth and joy. CLICK HERE FOR THE PLAYLIST ON SPOTIFY!

December 20, 2022

The Surroundup, Videos

SAVERS REJOICE

Every market correction has similarities to a previous correction but carries with it its own unique flavour. What’s different this year? Find out in this month’s video. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial Management Ltd. Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI...

November 23, 2022

The Surroundup, Videos

INTENSITY: HOW BADLY DO YOU WANT IT?

Intensity is an essential ingredient to reach optimal human performance in sport and in business, but each person’s definition and requirement for what is “optimal” is going to vary. Watch the video and then read this month’s blogpost: Then and only then, Intensity. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor

October 24, 2022

The Surroundup

THEN AND ONLY THEN, INTENSITY.

In my April edition of The Surroundup I laid out the CrossFit Charter: Mechanics, Consistency, Intensity. Once we have the basic mechanics of movement – or in our case, wealth – defined, that’s when we can identify and practice skills which, when executed with consistency, will help us create wealth. In the July...

October 24, 2022

The Surroundup

SURROUND B-SIDE Q422

When we first started writing The Surroundup back in 2020, internally we would often refer to the second article to be included each month as “the B-side”. Meaning if The Surroundup was an album, the A-side was the main blog or article, and the B-side was something else we wanted to put out there for...

October 24, 2022

The Surroundup

OPPORTUNITIES ABOUND

We are about to say goodbye to what seems like the first ‘normal’ summer we’ve had in two years as many of us returned to vacations and being away with friends and family. For the most part much has returned in our daily lives, but without question… we have not forgotten about the market declines...

September 27, 2022