What We Think – Page 9 – Surround Wealth Advisors

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

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