Security. Purpose. Legacy.

August 1, 2018
Hello Everyone,

We're midway through the summer now and I hope you've already done, or at least planned, some memorable things for this summer, because you'll be waiting for another year if you miss it now. As for me, I've been enjoying the summer through tennis, cycling, BBQing, a wonderful trip to Europe, and another one to Penticton. It's a great time of the year.

One of our articles this month delivers a message from experts on aging. They tell us that we have more control than we think about aging. We can’t change the fact that we age, but we can influence how we age and our attitude towards the process. You can read this interesting piece below.

On the investment front, we've experienced more volatility this year, which was mostly absent during 2017. Volatility is a natural part of investing, but it is unpredictable. This means market corrections and bear markets are also unpredictable. We are now 10 years into a bull market and many sense that a bear market may come anytime now. However, we subscribe to Evidence Based Investing principles which tells us to ignore volatility and simply stick to our investing objectives. Click here to read an article from Forbes on why this is the best approach.

Have a terrific 2nd half of summer!


Diversifying globally is a key element to having a successful investment experience. Click here to view a DFA video that will use real data to illustrate this point.
Inheritance: Spreading the Wealth
Being in a position to have enough wealth to pass on is a blessing. However, it takes thought and planning to ensure that less of it is passed over to the taxman. Click here for a Financial Post article that offers a few ways in which your heirs receive more.
8 Myths About Aging

Seeing a few more gray hairs lately? But just because you're getting older doesn't necessarily mean that certain things, like memory loss, are bound to happen. Click here for a Zoomer article that dispels 8 aging myths.
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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Capital Concepts Group
HollisWealth, a division of Industrial Alliance Securities Inc.              E:
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Metrotower II                                                                                       F: 604-439-7777
Burnaby, BC  V5H 4N2                                                                   

This information has been prepared by Chad Ekren, Joe Goncalves and Geoff Perrin who are a Portfolio Manager and Investment Advisors for HollisWealth® and does not necessarily reflect the opinion of HollisWealth. 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. 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 and Investment Advisors can open accounts only in the provinces in which they are registered. Capital Concepts Group  is a personal trade name of Chad Ekren. For more information about HollisWealth, please consult the official website at

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

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