What We Think – Page 7 – Surround Wealth Advisors

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

The Surroundup

I NEED SOME SILVER LININGS. MAYBE YOU DO TOO.

Omicron is running rampant, our lives are locked down (again!) and winter is just getting started. The New Year, normally a time of great optimism, is in its infancy – and already it risks being a big bummer. But I am finding hope. In an unexpected place, considering that economics is supposedly the dismal science....

January 26, 2022

The Surroundup, Videos

THERE IS HOPE. BIG TIME.

The year is off to a crummy start, but Gillian has found hope in an unexpected place. Watch the video and then read this month’s blogpost: I need some silver linings. Maybe you do too. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor

January 26, 2022

Blog

Market Volatility: Part of the Plan

Stock market volatility is back. We’re here to hopefully provide some context and perspective. If you takeaway anything from this message, it’s that stock market volatility is normal, it’s expected and it’s part of the plan. Okay, so let’s start with what’s happening. What’s happening: Inflation hit a 30 year high in Canada and a...

January 24, 2022

The Surroundup

HERE’S WHAT WE WANT YOU TO FOCUS ON

It is that time of year. For the holidays, yes, and all the good things that come with them. It is also a time for reflection, on what we accomplished this year as human beings, what we still have to do – and what our focus should be on in the next trip around the...

December 21, 2021