Videos – Page 2 – Surround Wealth Advisors

The Surroundup, Videos

THERE IS HOPE. BIG TIME.

The year is off to a crummy start, but Gillian has found hope in an unexpected place. Watch the video and then read this month’s blogpost: I need some silver linings. Maybe you do too. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor

January 26, 2022

Videos

FAMILY GIVING AT ITS FINEST

Happy Holidays from your team at Surround Wealth Advisors! Click to play our special video about the 2021 grants we are giving through the Surround Foundation. We wish everyone a season of health and peace.

December 16, 2021

The Surroundup, Videos

WE HAVE A POWERFUL NEW INVESTING TOOL FOR YOU

How would you like a powerful new tool in your investing arsenal? In this video for the November edition of The Surroundup, I explain liquid alternatives and how they may help reduce risk and provide performance potential – regardless of market conditions. Check it out! By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial...

November 26, 2021

The Surroundup, Videos

AN EPIPHANY: “WEALTH HYGIENE”

Gillian talks about an epiphany she had this summer while working with a new CrossFit coach. Turns out, there are several wealth habits that Surround’s longest-tenured clients have in common. What about you? Watch the video and then read this month’s blogpost: All of Our Long-Time Clients Do This. By Gillian Stovel Rivers, MA, CFP®,...

October 28, 2021

The Surroundup, Videos

THINK YOU CAN TIME THE MARKET?

Think you can time the market? Even with the remarkable gyrations of the last 18 months, some people still do. But not me. In this new video (with a sharp new on-brand look!), I make my case. Do you buy it? By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor

August 26, 2021

The Surroundup, Videos

I’D LIKE YOU TO THINK ABOUT YOUR HABITS

Gillian talks about how she overcame a somewhat embarrassing problem – with a powerful new habit. Watch the video and then read this month’s blogpost: Turns out you *can take it with you. You created new habits in lockdown. Which ones will you keep as the world reopens? By Gillian Stovel Rivers, MA, CFP®, CEA...

July 27, 2021

The Surroundup, Videos, Events

GILLIAN SPEAKS AT THE CHALLENGE OF CHANGE

The largest wealth transfer in Canadian history, $400-billion from one generation to the next, is in process right now. How is that transfer of wealth – and the role women play in financial matters – changing perceptions around philanthropic planning? That was the question tackled April 14th by Senior Wealth Advisor Gillian Stovel Rivers and...

April 29, 2021