Successful Retirement

a lifestyle sustaining income and a legacy for those you love
April 15, 2015
         Geoff Perrin     
       Chad Ekren CIM, 
CFP®, B.Comm,
                  Portfolio Manager
RRSP vs TFSA - Which Should You Use?
Click here to read about the pros and cons between RRSP's and TFSA's and when you should use one or the other.

Avoiding the Eight Great Mistakes
Click here to read part 2 of "The Behaviour Gap" series, outlining the remaining four of the 8 great mistakes in investing. 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.
Planning To Come? Please RSVP Now
for our free breakfast seminar
Saturday, April 25, 2015, 8:30am - 11:00am
  1. Tax Efficient Investing keeping more of your money
  • different dividends, different tax treatments
  • comparing after-tax returns for interest, dividends, capital gains
  • tax implications of RRSP, RESP, RIF, TFSA, & others
  1. Behavioural Investing avoid mistakes costing half of your potential returns
  • behavioural mistakes of the average investor
  • what is the “Behaviour Gap” and ways to avoid it
  • who should be your behavioural coach
  1. Planning for Financial Success  ascending the Financial Success Pyramid
  • stages of the Pyramid
  • various options for your legacy
  • innovative income protection planning
  • help loved ones move up the pyramid: multi-generational planning
Bring someone along and RSVP 604-432-7743 or email:
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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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.