Successful Retirement

a lifestyle sustaining income and a legacy for those you love
March 15, 2015

Free Spring Breakfast Seminar
Saturday, April 25
Breakfast 8:30am Seminar 9:00am
Firefighters Public House
6515 Bonsor Ave., (Metrotown)

Full details in April 1st newsletter
         Geoff Perrin     
       Chad Ekren CIM, 
CFP®, B.Comm,
                  Portfolio Manager
Visualizing Your Retirement
Read how using a Vision Board may help you realize your retirement dreams. Click here

Click here to read "The Behaviour Gap, Part 1" which details the first four of 8 great mistakes in investing. Part 2 coming on April 1 or sign up at to read the entire 4 part series now.

If you haven't seen our video series on "Achieving a Successful Retirement" yet, click here to view them.
Should you have any questions or comments please call me at 604-432-7743 or email me at
Please Pass It On
Know someone who may benefit from viewing these videos or reading these articles? Please forward this email directly to them.
Capital Concepts Group / HollisWealth                                                E:
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Burnaby, BC  V5H 4N2                                                                   

This article was prepared solely by Chad Ekren who is a registered representative of HollisWealthTM (a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). The views and opinions, including any recommendations, expressed in this article are those of Chad Ekren alone and not those of HollisWealth. Capital Concepts and Capital Concepts Group are personal trade names of Chad Ekren. TM Trademark of The Bank of Nova Scotia, used under license.