What We Think – Page 5 – Surround Wealth Advisors

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“SOME OF MY COVID HABITS HAVE NOT BEEN GOOD ONES.”

“Some of my Covid habits have not been good ones. Late night iPhone scrolls, to name the worst.” That’s what one of our clients told us via email. But she made many more great habits that outnumber that one in a very big way. What about you? Which new, positive habits did you form in...

November 1, 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

ALL OF OUR LONG-TIME CLIENTS DO THIS

“Tell me about your food hygiene.” That’s what my new CrossFit coach asked me this summer. He was putting me through a smart and thorough interview about all aspects of my life, before devising new training plans and determining how he was going to push me, motivate me, and get me outside of my comfort...

October 28, 2021

The Surroundup

PODCAST! EXPLORING THE BUSINESS OF LONGEVITY

Gillian’s fascination with human performance companies like Whoop is a natural spinoff from her love of CrossFit. Whoop is one of a growing number of “human performance” companies positioned to help everyday citizens learn to manage their bodies as part of this huge potential area for economic expansion. As the New York Times says, “billions...

October 28, 2021

The Surroundup

TIME FOR AN ATTITUDE CHECK?

Covid-19 has changed a lot of things – some of them for the worse. But it also changed many of us for the better. Consider people’s attitude towards their will, for example. According to a survey done by Legalwills.ca in February 2021, Covid-19 influenced 53% of respondents to write or update their will in the...

September 23, 2021

The Longevity Economy by Joseph Coughlin

The Surroundup

HOW DO YOU INVEST IF YOU LIVE A LONG, LONG TIME?

Just prior to the pandemic, CI Financial CEO Kurt MacAlpine announced a long-term partnership with MIT professor Joseph Coughlin: a researcher of demographic change, founder of MIT Agelab and author of The Longevity Economy: Inside the World’s Fastest Growing, Most Misunderstood Market. As Kurt put it, “Joe Coughlin’s work is directly relevant to a critical...

September 23, 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

CI FINANCIAL EARNS 2021 GREAT PLACE TO WORK® CERTIFICATION

We think that ours is a great place to work – and the experts agree! Check out this announcement from our parent company, CI Financial Corp. — TORONTO (August 12, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) announces it has been certified as a Great Place to Work® after a thorough, independent...

August 26, 2021

The Surroundup

CI CLIENT LETTER JUNE 2021

The global economy continued to recover in June and July, helped by the rollout of COVID-19 vaccines, U.S. fiscal stimulus programs and supportive monetary policies from the Fed and other major central banks. Here are a few updates on this past month’s notable market-related events. COVID-19 and market developments US., Canadian and global markets rallied...

July 27, 2021

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

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