The Surroundup


  • by Gillian Stovel Rivers, MA, CFP®, CEA
  • June 24, 2021

J.D. Power Award

In the J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, Assante Wealth Management has been ranked highest in overall investor satisfaction with full-service investment firms – including ranking first in trust.

Click here for the press release, which includes comment from Assante president Sean Etherington, and from Kurt MacAlpine, the CEO of Assante’s parent company, CI Financial Corp.

P.S. We see a telling alignment in these results: you may recall that before repositioning and renaming our practice to Surround Wealth Advisors last December, a third party conducted a small survey, of nine of our clients, to find out what they thought of us. One of the questions asked was: “Can you summarize their brand in one word?”

We are very honoured to report that, completely unaided, seven of the nine clients used one or both of these words: “trusted” or “trustworthy.”

For your trust in us, thank you very sincerely.