What We Think – Page 10 – Surround Wealth Advisors

The Surroundup

TURNS OUT YOU *CAN TAKE IT WITH YOU

You know what? As a species, we’ve done quite well in the pandemic – compared with past global calamities. Although the history of famine, plague and war in the first world has diminished substantially over the past 100 years at an exceptional rate, Covid was quite a shock to the whole global system, and is...

July 27, 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

THE RESULTS ARE IN!

Our vision is To have a close personal and professional connection with every one of our clients. Only in that way can we help them be wealthier in all the ways important to them. In order to one day achieve that level of connection, we have to understand our clients deeply. This year’s client satisfaction...

June 24, 2021

The Surroundup

ASSANTE RANKS NUMBER ONE IN CANADA

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,...

June 24, 2021

The Surroundup

SHOULD WE GET CRAZY ABOUT INFLATION?

How much fun would it be to get paid for making bold predictions, and then never be held accountable when we’re wrong? If we really want to know the answer, we should be asking the talking heads on TV and online – the financial pundits whose job it is to make headlines by saying something,...

May 31, 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

Gillian Stovel Rivers of Surround Wealth Advisors

The Surroundup

WHAT IS WEALTH?

At Surround, why do we do what we do? What is our core purpose, in other words? It is: To enrich lives by showing people that wealth is more than money. We fundamentally believe that true wealth cannot be counted in dollars and cents. Our core purpose is our why, our raison d’être and our dealbreaker: either our...

April 29, 2021

The Surroundup

THE GREATEST INVESTMENT IN THE WORLD

I’m going to ask you to imagine something beautiful. Ready? Imagine something you could do – something very easy and small – that would preserve and even build harmony in your family. Something that would avoid unnecessary confusion, conflict and unhappiness. Something that would leave your spouse feeling much better about herself or himself. Something...

March 25, 2021

The Surroundup, Events

HAVE YOU PICKED THE RIGHT EXECUTOR?

Choosing your executor could be one of the most important decisions you will ever make. And yet, most of us do not have a thorough understanding of what the job entails, both in terms of roles and risks. We can fix that. Just join us on April 14th – and bring your executor – for...

March 25, 2021

Gillian Stovel Rivers, Adil Mohammed and Andrew Hawryluk of Surround Wealth Advisors

The Surroundup

MARCH IS MANIFESTO MONTH!

This month we have been talking about The Surround Manifesto, our declaration to the world of our core values – and the value they bring to our clients. Do you know all seven elements? Here they are: Money is not wealth. Great communication around money is great for families. Our clarity gives you control. Small...

March 25, 2021