Security. Purpose. Legacy.

August 15, 2018
This newsletter will focus on the investing principles utilized by Chad Ekren's team at Capital Concepts Group. It will be available on the 15th of every month and will highlight one of the 4 components of our Successful Investing Solution (SIS).
Our Successful Investing Solution portfolio exemplifies our integrated, holistic approach to investing. It starts with a solid, well diversified Evidence Based Investing base and then adds Rising Income Investments, Good Night's Sleep holdings and some Momentum (high relative strength) stocks. The result is a diversified portfolio that provides the following:
  • ability to grow with the market
  • provide steady income which increases over time to counter inflation
  • a low volatility, fixed income portion to stabilize the portfolio and draw income from during prolonged downturns
  • a portion that should grow faster in rising markets to enhance performance
The EBI approach is investing with the market rather than trying to beat it. With that comes the recognition of market behaviour where short-term volatility is accepted for long-term gains. Click here to read a DFA article written by Dave Goetsch, the executive producer of "Big Bang Theory", who has been transformed by the acceptance of EBI.
Successful Retirement Solution
At Capital Concepts, we offer an integrated planning approach to our valued clients which involves a six step process that will help:    
                        1. Clarify Vision
                        2. Preserve Wealth
                        3. Minimize Tax
                        4. Maximize Retirement
                        5. Optimize Investments
                        6. Design Legacy

We provide educational resources to explain each step so that our clients understand how they'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
Successful Retirement Video
If you haven't seen our video series on "Achieving a Successful Retirement", please click here to view them. Click here if you'd like to talk about how you can achieve a Successful Retirement.
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Should you have any questions or comments please call me at 604-432-7743 or email me at
Capital Concepts Group
HollisWealth, a division of Industrial Alliance Securities Inc.              E:
Suite1030 – 4720 Kingsway                                                               P: 604-432-7743
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 are provided through 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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