What We Think – Page 10 – Surround Wealth Advisors

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

Adil Mohammed, CIM®, QAFP™, FCSI®, Wealth Advisor

The Surroundup

The markets have changed. Your portfolio has to as well.

Ever feel like things just aren’t the way they used to be? Some people might accuse you of misplaced nostalgia. But the fact is this: when it comes to the markets, you’re absolutely right. Things have definitely changed. So, portfolio strategies that worked 10 or 20 years ago need to be evolved and adapted accordingly....

February 26, 2021

The Surroundup

Gillian presents at Power2Women Conference

Our very own Gillian Stovel Rivers presents today to Power2Women, an online conference of physicians and other healthcare professionals. Her message? True wealth can only be achieved by managing your time. Click the link below to see her slides and notes. Gillian Stovel Rivers presentation to Power2Women Conference PS CLICK HERE for the other...

February 26, 2021

The Surroundup

Could things possibly be more uncertain?

Could things possibly be more uncertain? It’s impossible to know. Let’s just agree that 2021 has started off the same way 2020 ended: rife with uncertainty in pretty much any sphere you can think of. Personal and political. Economic and emotional. Social and psychological. Financial, familial and physical. The news media and social media –...

January 21, 2021

The Surroundup, Videos

Introducing Surround Wealth Advisors

Watch the video for our big announcement! Then check out today’s other blog posts to experience more of the story.

December 7, 2020

Andrew Hawryluk, Gillian Stovel Rivers and Adil Mohammed

The Surroundup

2020 was a year of change. But some things always stay the same.

On March 1st of this year, we officially became equal partners in this business. Two weeks later – as if we have to remind anyone – came the lockdown. The markets plummeted: 34% in a 33-day period in February and March, the fastest bear market in history. What did it mean for you? What did it mean for...

December 7, 2020

The Surroundup

Check out our new website!

Welcome to surroundwealth.com! We have so much to show you. You’ll learn about our new name, brand foundation and manifesto. You’ll see our new bios. You’ll see a number of new videos that tell the story of our unique team approach. Go ahead and explore. To get started, click on our photos to see our...

December 7, 2020

Videos

New video! Our story.

Three advisors, all partners. Three skill sets, all different. Whatever you need, we’ve got it surrounded.

December 7, 2020

Blog

Market Corrections: Part of the Plan

On December 21, 2018 I sent out an e-mail that began with “Following a relatively stress-free investment environment in 2017 with low volatility, 2018 has been a much different story”. Just over one year later, I could essentially repeat that sentence (updating the years of course) and it would basically tell the current story. Following...

February 28, 2020