What We Think – Page 6 – Surround Wealth Advisors

The Surroundup

DO YOU REALLY KNOW?

Do you really know? What’s in your safety deposit box, that is. Or maybe it’s the bottom drawer in your desk. Or the top shelf in your closet. We find that for many clients, things that are out of sight are out of mind. Especially when it comes to insurance policies. Do you know where...

June 27, 2022

The Surroundup, Videos

THERE’S SOMETHING WE HAVE TO ACCEPT.

There’s no way to sugar-coat it, we are in the midst of an extended market sell-off. In periods like this I’m reminded of a quote from famous investor Peter Lynch “In the stock market, the most important organ is the stomach. It’s not the brain”. We know market pullbacks are expected, normal and necessary, however...

May 25, 2022

The Surroundup

A SHORT PRIMER ON WHY CANCER STILL SUCKS

Have you ever wondered why cancer remains such a dreadful illness? Or why it’s so common? Or how you can you reduce your cancer risk, and why screening isn’t better at finding cancer early? So many questions – and more – all answered by our client (!), Dr. David Stewart, MD, FRCPC, in his new book: ...

May 24, 2022

The Surroundup

IT’S JUST YOU AGAINST YOU

What are the mechanics of wealth creation? It starts with finding something you love to do, and then learning to do it well. Which will translate into making money, yes, and also earning and learning a lot more than that. Here’s how I learn: CrossFit. It has officially been a while since I referenced CrossFit in...

April 27, 2022

The Surroundup, Videos

WHAT YOU NEED TO KNOW ABOUT JOINT ASSETS

What is Joint Ownership of Assets? What are its advantages – and pitfalls? Watch this video from our expert on this topic: Keith Masterman, Vice President, Tax, Retirement and Estate Planning from CI Global Asset Management. From our Spring Web Event #2.

April 27, 2022

The Surroundup

IT MIGHT BE A BIGGER DEAL THAN YOU THINK

Are you paying the least tax possible? Are you filing your taxes at all? Taxes can really, really nag at you. Not getting them done as expertly as possible, or not getting them done on time – those are the two big issues, both of which we can help you with. If you haven’t yet...

March 24, 2022

Videos, Events

WHAT A CROWD WE HAD!

Our web event on inflation and interest rate hikes, with a presentation by Geof Marshall, was fantastically well-attended. With good reason: as SVP, Head of High Yield at CI Global Asset Management, Geof was the perfect speaker on a very timely topic. And naturally we recorded it! Whether you missed the event, or attended and...

February 27, 2022

The Surroundup, Videos

HOW TO AVOID BEING AVERAGE

The average investor gets returns that are worse than the markets they are invested in. How on earth is that possible? Because the average investor makes investment decisions based on biases and emotion. How can you avoid that fate? Watching this video would be an excellent start. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante...

February 27, 2022

Blog

Update on the Russia and Ukraine Situation

With the recent escalation of tensions between Russia and Ukraine causing market uncertainty, we wanted to share with you commentary received from Drummond Brodeur, Senior Vice-President, Portfolio Manager and Global Strategist at CI Global Asset Management. “The Russia/Ukraine situation remains fluid and will likely continue to deteriorate with a series of escalating actions from Russia...

February 24, 2022

The Surroundup, Videos

SAVE THE DATES! WINTER WEB EVENT SERIES

In this short video, Andrew tells us more about the topics next up in our 2022 Winter Web Event Series. Join us for three webinar events in February, April and June to stay connected to critical aspects of exceptional wealth management!

January 26, 2022