Videos FAMILY GIVING AT ITS FINEST Happy Holidays from your team at Surround Wealth Advisors! Click to play our special video about the 2021 grants we are giving through the Surround Foundation. We wish everyone a season of health and peace. December 16, 2021
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 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
