Security. Purpose. Legacy

August 1, 2020
Hello Everyone,

I hope you're keeping safe and enjoying the summer. This month, our focus is on Evidence Based Investing or EBI, which has principles based on what market data tell us. The 1st article below reveals how an EBI investor deals with market volatility. The 2nd article looks at the way in which many investors stay objective during times of market crises.

In our Healthy Aging Strategies section, we have an article which examines how food types can affect your risk of developing dementia.


                                     LIVING IN FAITH

                      my personal reflections since the sudden passing of my son

I had a good friend in school named Brian, who died from being hit by a golf ball when we were in grade 10. Forty years later, I wrote a letter to his parents with a poem that touched me when my son Chris passed away. Please click here to read the letter.

Stay safe,
Evidence Based Investing – globally diversified, balanced portfolio structured to reduce expenses, turnover, and minimize tax, but should grow with the market. We partner with Dimensional Fund Advisors for this component.

Rising Income Investments – blue chip securities that provide a robust, consistently rising dividend to counteract inflation. Potential candidates are Canadian financials, telecoms and utilities.

Good Night’s Sleep – fixed income holdings which are uncorrelated to equities and have low volatility to provide portfolio stability. This component can provide a steady, dependable income during prolonged bear markets.

Relative Strength – a tactical asset allocation portfolio which uses a rules-based approach to objectively assess opportunities and threats in the market. We partner with Bank of Montreal’s Global Asset Management for this component.
how to handle volatility

The principles of EBI are derrived from data regarding market behaviour gathered over  a period of more than a hundred years. Click here for a Dimensional Fund Advisor article that prescribes how EBI investors should behave during periods of market volatility.
Click here for a short Dimensional Fund Advisor video showing what happens when you miss just a few critical days in the marketplace.
value of an advisor

EBI is a disciplined approach to managing investments and avoiding critical investing mistakes. This requires  staying objective during periods of crisis. Click here for an Advisors Edge article that reveals how an advisor can help and the added value they bring to your portfolio.
some food pairings can raise dementia risk

With more than 500,000 Canadians diagnosed with dementia, there is new research that shows how you combine certain foods in your diet can raise your risk of dementia. Click here for a Bicycling article that details this finding.
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 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

*Insurance products provided through Hollis Insurance Agency independently and separately from Industrial Alliance Securities Inc. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.
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:
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 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.

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

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