Successful Retirement

a lifestyle sustaining income and a legacy for those you love
You Are Invited:

To our Breakfast Seminar, which includes a full complimentary breakfast Saturday morning, April 25. Save the date. More details coming.

Bring someone along to learn about Building Financial Success, Tax Efficient Investing, and Successful Investing Behaviour.
         Geoff Perrin     
           Chad Ekren,
CFP®, B.Comm.,
                  Portfolio Manager
Will your savings last for as long as you live? Do you know your Successful Retirement Number? Give us a call to find out.

We will give you a free, no obligation assessment of your financial situation and provide you with your Successful Retirement Number. Call 604-432-7743 today and ask for Chad.

Please visit to view the entire "Achieving A Successful Retirement" video series and articles.
Starting in March, we will begin a new series of articles called "The Behaviour Gap" which will help you understand how emotional behaviour impacts your investment returns and what you can do about it.

If you have any questions or comments please call me at 604-432-7743 or email me at

Know someone who may benefit from knowing their Successful Retirement Number? Please forward this email directly to them.
Capital Concepts Group / HollisWealth                                              E:
Suite1030 – 4720 Kingsway                                                                 P: 604-432-7743
Metrotower II                                                                                             F: 604-439-7777
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.