Security. Purpose. Legacy

March 1, 2019

Can you believe it's March already? We'll be back on Daylight Savings Time starting March 10 and enjoying longer days very soon. How time flies.

We're now heading into the busiest time of the year in our office. On top of our continuing retirement planning meetings and seminars, we will be starting our tax preparation activities. Therefore, I urge you to contact our office early if you need any assistance from us in regards to your tax returns.

This newsletter is devoted to Design Legacy and Preserve Wealth components of our Successful Retirement Solution with articles on how you can help your family deal with your estate and how not to outlive your money. There is also an interesting article on how you can maintain the health of your brain as you grow older.


my personal reflections since the sudden passing of my son

Our vacation in December included the family of our 'daughter-in-love', Marie. In last month's newsletter I posted Part 1 of my heart-to-heart talks with Marie during the trip. Now you can click here to read Part 2 of what we discussed.

make it easier for family survivors                                                 
There are ways you can help your family deal with your estate after you're gone. It will likely take more than just a will, and there are things you can do while you're alive that will make things easier for your family. Click here for a Boomer&Echo article on 4 end-of-life strategies to help your family.
how to not outlive your savings

Increasing longevity is a mixed blessing. We all want to live longer, but we also want to avoid the risk of outliving our savings. Click here to read a Zoomer article that outlines 4 ways to make sure you don't outlive your money.
maintain your brain

Just like any other body part, our brain also ages as we get older. And like most other body parts, the brain will respond to the way we treat it. So if you want to maintain your brain health, click here to read a Zoomer article on the things you can do to keep your brain healthy.
Successful Retirement Solution
An integrated planning approach we offer to our valued clients, involving a six step process that will help you:    
                     1. Clarify Vision
                     2. Preserve Wealth
                     3. Minimize Tax
                     4. Maximize Retirement
                     5. Optimize Investments
                     6. Design Legacy

We will touch on one or more of these steps at our future meetings with you. We'll also provide educational resources to explain each step so that you'll understand their importance and how you'll benefit from this holistic planning approach. Please feel free to contact us if you have any questions.
                                          Chad Ekren  
Chad Ekren CIM, CFP®, B.Comm
Portfolio Manager
HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor, Hollis Insurance Agency
1030 – 4720 Kingsway
Metrotower II
Burnaby, BC  V5H 4N2
I have a group of enthusiastic professionals dedicated to providing the highest level of customer service. We offer an integrated, holistic, financial planning process to help our clients achieve a Successful Retirement. Click here to view video.
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This information has been prepared by Chad Ekren who is a Portfolio Manager for HollisWealth® and does not necessarily reflect the opinion of HollisWealth. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces in which they are registered.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance products provided by Hollis Insurance Agency.

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Capital Concepts Group Inc. · 1030 - 4720 Kingsway · Burnaby, BC V5H 4N2 · Canada

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