What We Think – Page 8 – Surround Wealth Advisors

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

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