What We Think – Page 6 – Surround Wealth Advisors

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

The Surroundup

SURROUND FOUNDATION SUPPORTS THE NEXT LEVEL SPONSORSHIP FOR CF|24

On October 1st, members of your team at Surround are participating in a one- day fitness fundraiser called CF|24. We will be completing one “hero” style workout and all funds raised will be donated to Special Olympics Canada Foundation. Any pledges made to our fundraising page are greatly appreciated and will go a long way...

September 27, 2022

The Surroundup, Videos

THIS TOO SHALL PASS

Well, the first half of 2022 is officially behind us. It was certainly one for the history books. To provide some context, here’s what we just experienced: First half of 2022 ranks in the worst 3% of all 6 month returns since 1926 for stocks (only 6 months performance numbers that were worse occurred during...

August 26, 2022

The Surroundup, Videos

CONSISTENCY AT ANYTHING YOU CHOOSE WILL ACHIEVE RESULTS. CHOOSE WISELY.

Consistency at anything you choose will achieve results. Choose wisely. Watch the video and then read this month’s blogpost: You don’t get what you wish for. You get what you work for. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor Assante Financial Management Ltd.

July 27, 2022

The Surroundup

YOU DON’T GET WHAT YOU WISH FOR. YOU GET WHAT YOU WORK FOR.

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. Humans process information through different...

July 27, 2022

The Surroundup

ONTARIO STAYCATION CREDIT: HOW IS GILLIAN USING IT?

For clients who live here in Ontario, this is a nice little perk in the 2022 personal tax year that I am definitely taking advantage of. Having tried out some international travel via airports earlier this year, I find myself craving something easy to access, that doesn’t require the hassle of an airport, and allows...

July 27, 2022

The Surroundup

The GRAND RE-OPENING!

Can I just say how great it is that things have opened up? As you may know, my family is a busy bunch. One of the many tough things about the pandemic was that families did not have the ability to participate in their normal activities. In our family, it was largely our kids’ sports...

June 27, 2022

The Surroundup

DO YOU REALLY KNOW?

Do you really know? What’s in your safety deposit box, that is. Or maybe it’s the bottom drawer in your desk. Or the top shelf in your closet. We find that for many clients, things that are out of sight are out of mind. Especially when it comes to insurance policies. Do you know where...

June 27, 2022

The Surroundup, Videos

THERE’S SOMETHING WE HAVE TO ACCEPT.

There’s no way to sugar-coat it, we are in the midst of an extended market sell-off. In periods like this I’m reminded of a quote from famous investor Peter Lynch “In the stock market, the most important organ is the stomach. It’s not the brain”. We know market pullbacks are expected, normal and necessary, however...

May 25, 2022