What We Think – Page 7 – Surround Wealth Advisors

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

The Surroundup

A SHORT PRIMER ON WHY CANCER STILL SUCKS

Have you ever wondered why cancer remains such a dreadful illness? Or why it’s so common? Or how you can you reduce your cancer risk, and why screening isn’t better at finding cancer early? So many questions – and more – all answered by our client (!), Dr. David Stewart, MD, FRCPC, in his new book: ...

May 24, 2022

The Surroundup

IT’S JUST YOU AGAINST YOU

What are the mechanics of wealth creation? It starts with finding something you love to do, and then learning to do it well. Which will translate into making money, yes, and also earning and learning a lot more than that. Here’s how I learn: CrossFit. It has officially been a while since I referenced CrossFit in...

April 27, 2022

The Surroundup, Videos

WHAT YOU NEED TO KNOW ABOUT JOINT ASSETS

What is Joint Ownership of Assets? What are its advantages – and pitfalls? Watch this video from our expert on this topic: Keith Masterman, Vice President, Tax, Retirement and Estate Planning from CI Global Asset Management. From our Spring Web Event #2.

April 27, 2022

The Surroundup

IT MIGHT BE A BIGGER DEAL THAN YOU THINK

Are you paying the least tax possible? Are you filing your taxes at all? Taxes can really, really nag at you. Not getting them done as expertly as possible, or not getting them done on time – those are the two big issues, both of which we can help you with. If you haven’t yet...

March 24, 2022

Videos, Events

WHAT A CROWD WE HAD!

Our web event on inflation and interest rate hikes, with a presentation by Geof Marshall, was fantastically well-attended. With good reason: as SVP, Head of High Yield at CI Global Asset Management, Geof was the perfect speaker on a very timely topic. And naturally we recorded it! Whether you missed the event, or attended and...

February 27, 2022