Security. Purpose. Legacy.

May 1, 2017
Hello Everyone,
Now that the tax season is behind us, don't make the mistake of ignoring your taxes for another 11 months. We've already met with some of you to go over your 2016 returns with a view towards minimizing your taxes for next year. This is one aspect of our integrated financial planning process, our Successful Retirement Solution. If you haven't taken advantage of this opportunity yet, please feel free to call us and arrange a review.
I am so looking forward to sunnier, warmer weather which will allow me and Ed to ride our bikes to work again. The ride is quite invigorating, so I get a great kick-start to my day at the office. My wife, Rose Mary and I also enjoy riding our bikes around Richmond when it gets warmer. We especially enjoy biking down to Steveston, where we would relax and grab some coffee or fish and chips. Maybe we'll bump into you there sometime.

This month's newsletter contains an article on Clarify Vision or goal setting, and another on Minimize Tax. Both are aspects of our Successful Retirement Solution, so hopefully they will provide some valuable pointers for you.

Thank you for your continued trust in us.

Chad Ekren
CLARIFY VISION: Build Your Retirement Vison

Most people should expect to spend 20+ or even 30+ years in retirement. This is why it's important to have a vision and plan for such a significant part of your life. Click here for an article that explains why having a vision is important and how to create one.
Click here to find out your RETIREABILITY SCORE
MINIMIZE TAX: Insurance and Tax Planning?
Insurance products do more than just protect against losses, they can also become part of a tax efficient, financial plan in various ways. Click here to read about some of those ways in which you may not be aware of.
Successful Retirement Solution

Our Successful Retirement Solution is an integrated planning approach that we are offering to our valued clients. It has six steps that will help you:    
                        1. Clarify Vision
                        2. Preserve Wealth
                        3. Minimize Tax
                        4. Maximize Retirement
                        5. Optimize Investments
                        6. Design Legacy
We plan to touch on one or more of these steps at our future meetings with you. And we aim to provide educational resources that will detail and explain each step so that you will understand the importance of each one in our Successful Retirement Solution. Please feel free to contact us if you have any questions.
         Chad Ekren     
    Chad Ekren CIM, 
CFP®, B.Comm
                 Portfolio Manager
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 Scotia Capital Inc.                                     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 HollisWealth® (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. HollisWealth and the Scotiabank companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services. Capital Concepts Group is a personal trade name of Chad Ekren. ® Registered trademark of The Bank of Nova Scotia, used under license.

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

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