What We Think – Page 5 – Surround Wealth Advisors

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

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

Blog

Key Takeaways from 2018: Remain Engineered for the Long Term

Following a relatively stress-free investment environment in 2017 with low volatility and strong returns, 2018 has been a much different story. Markets have yet to bring any holiday cheer as the last few weeks have been particularly turbulent for stocks. I’m writing to offer some critical perspective about the latest market developments and to reassure...

December 21, 2018