What We Think – Page 8 – Surround Wealth Advisors

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

The Surroundup

CI FINANCIAL EARNS 2021 GREAT PLACE TO WORK® CERTIFICATION

We think that ours is a great place to work – and the experts agree! Check out this announcement from our parent company, CI Financial Corp. — TORONTO (August 12, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) announces it has been certified as a Great Place to Work® after a thorough, independent...

August 26, 2021

The Surroundup

CI CLIENT LETTER JUNE 2021

The global economy continued to recover in June and July, helped by the rollout of COVID-19 vaccines, U.S. fiscal stimulus programs and supportive monetary policies from the Fed and other major central banks. Here are a few updates on this past month’s notable market-related events. COVID-19 and market developments US., Canadian and global markets rallied...

July 27, 2021

The Surroundup

TURNS OUT YOU *CAN TAKE IT WITH YOU

You know what? As a species, we’ve done quite well in the pandemic – compared with past global calamities. Although the history of famine, plague and war in the first world has diminished substantially over the past 100 years at an exceptional rate, Covid was quite a shock to the whole global system, and is...

July 27, 2021

The Surroundup, Videos

I’D LIKE YOU TO THINK ABOUT YOUR HABITS

Gillian talks about how she overcame a somewhat embarrassing problem – with a powerful new habit. Watch the video and then read this month’s blogpost: Turns out you *can take it with you. You created new habits in lockdown. Which ones will you keep as the world reopens? By Gillian Stovel Rivers, MA, CFP®, CEA...

July 27, 2021