What We Think – Page 6 – Surround Wealth Advisors

The Surroundup

ALL I WANT FOR CHRISTMAS IS AN AWESOME YEAR WITH SURROUND

Here it is, our Christmas Wish List! A list of some of the things we are very excited to talk to you about in our communications and meetings with you in the New Year. Stay tuned for more on this as we roll out the 2023 Surround Wealth Client Experience for you. In the meantime,...

December 20, 2022

The Surroundup

SURROUND B-SIDE HOLIDAY 2022 EDITION

You asked and we answered. The Surround B-side continues its releases this time with a set of 10 specially curated holiday time and inspiring songs of warmth and joy. CLICK HERE FOR THE PLAYLIST ON SPOTIFY!

December 20, 2022

The Surroundup, Videos

SAVERS REJOICE

Every market correction has similarities to a previous correction but carries with it its own unique flavour. What’s different this year? Find out in this month’s video. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial Management Ltd. Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI...

November 23, 2022

The Surroundup, Videos

INTENSITY: HOW BADLY DO YOU WANT IT?

Intensity is an essential ingredient to reach optimal human performance in sport and in business, but each person’s definition and requirement for what is “optimal” is going to vary. Watch the video and then read this month’s blogpost: Then and only then, Intensity. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor

October 24, 2022

The Surroundup

THEN AND ONLY THEN, INTENSITY.

In my April edition of The Surroundup I laid out the CrossFit Charter: Mechanics, Consistency, Intensity. Once we have the basic mechanics of movement – or in our case, wealth – defined, that’s when we can identify and practice skills which, when executed with consistency, will help us create wealth. In the July...

October 24, 2022

The Surroundup

SURROUND B-SIDE Q422

When we first started writing The Surroundup back in 2020, internally we would often refer to the second article to be included each month as “the B-side”. Meaning if The Surroundup was an album, the A-side was the main blog or article, and the B-side was something else we wanted to put out there for...

October 24, 2022

The Surroundup

OPPORTUNITIES ABOUND

We are about to say goodbye to what seems like the first ‘normal’ summer we’ve had in two years as many of us returned to vacations and being away with friends and family. For the most part much has returned in our daily lives, but without question… we have not forgotten about the market declines...

September 27, 2022

The Surroundup

SURROUND FOUNDATION SUPPORTS THE NEXT LEVEL SPONSORSHIP FOR CF|24

On October 1st, members of your team at Surround are participating in a one- day fitness fundraiser called CF|24. We will be completing one “hero” style workout and all funds raised will be donated to Special Olympics Canada Foundation. Any pledges made to our fundraising page are greatly appreciated and will go a long way...

September 27, 2022

The Surroundup, Videos

THIS TOO SHALL PASS

Well, the first half of 2022 is officially behind us. It was certainly one for the history books. To provide some context, here’s what we just experienced: First half of 2022 ranks in the worst 3% of all 6 month returns since 1926 for stocks (only 6 months performance numbers that were worse occurred during...

August 26, 2022

The Surroundup, Videos

CONSISTENCY AT ANYTHING YOU CHOOSE WILL ACHIEVE RESULTS. CHOOSE WISELY.

Consistency at anything you choose will achieve results. Choose wisely. Watch the video and then read this month’s blogpost: You don’t get what you wish for. You get what you work for. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor Assante Financial Management Ltd.

July 27, 2022