What We Think – Page 8 – Surround Wealth Advisors

The Surroundup

WE’RE PROUD OF OUR PARENT

Our parent company, CI Financial Corp., is making moves to bring wealth management to hundreds of thousands of families across North America. We are very proud to be part of this movement. The full story is in this PDF.

November 26, 2021

The Surroundup, Videos

WE HAVE A POWERFUL NEW INVESTING TOOL FOR YOU

How would you like a powerful new tool in your investing arsenal? In this video for the November edition of The Surroundup, I explain liquid alternatives and how they may help reduce risk and provide performance potential – regardless of market conditions. Check it out! By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial...

November 26, 2021

Blog

“I AM STILL IN THE HABIT OF USING THIS HABIT”

We’ve got our clients thinking about their habits. In the July edition of The Surroundup, I wrote about Atomic Habits, the huge bestseller by James Clear. And I asked our readers: **Which new, positive habits did you form in lockdown – that you’re going to take with you into the post-lockdown world??** We received some...

November 1, 2021

Blog

“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