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SUCCESSFUL RETIREMENT

Security. Purpose. Legacy
 
October 1, 2021
Greetings Everyone,
 
It was a great summer weather-wise, but fall has definitely arrived. Let's hope we'll have some equally nice fall weather. For the sports buffs among us, it's now a bonanza of football, hockey, baseball, soccer, etc. to watch.

Did you know that the donation tax credit ramps up tremendously after the first $200? So it pays to be generous - read about it in our Minimize Tax section. Then, find out how some retirees are giving back in our Maximize Retirement article.

Macular degeneration is another age-related disease. Our Healthy Aging Strategies article will explain what it is and what you can do to prevent it.

Take care,
Chad
MINIMIZE TAX
smart charity - strategic donations

Your donation tax credits ramp up big-time after the first $200 of donation. In BC, the tax savings on every dollar donated after $200 is 43.7%! That means every $10 of donation after the first $200, will get you back $4.37 in tax credits. Click here for a Zoomer article on smart ways to donate.
MAXIMIZE RETIREMENT
humanitarianism in retirement

Retirees looking to give back for humanitarian reasons can find life-changing experiences by doing some simple investigations. Click here for a Zoomer article that recounts what a few retirees did and how it affected them.
HEALTHLY AGING STRATEGIES
preventing macular degeneration

Your eyesight is precious, and as you get older, there is a higher risk for diseases like macular degeneration. Click here for a Zoomer article that explains the cause of this disease and what you can do about it.
Successful Retirement Solution
An integrated planning approach we provide to our valued clients which is a six step process to 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 in 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.
                                                   

 
 
iaprivatewealth.ca		 Chad Ekren CIM®, CFP®, B.Comm
Portfolio Manager
iA Private Wealth
Insurance Advisor, Capital Concepts Group Inc.*
1030 – 4720 Kingsway
Metrotower II
Burnaby, BC  V5H 4N2
604-432-7743
chad@capitalconceptsgroup.com
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. *Insurance products are offered through Capital Concepts Group Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth 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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Should you have any questions or comments please call me at 604-432-7743 or email me at chad@capitalconceptsgroup.com.

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Capital Concepts Group
iA Private Wealth                                                  E: chad@capitalconceptsgroup.com
Suite1030 – 4720 Kingsway                                 P: 604-432-7743
Metrotower II                                                         F: 604-439-7777
Burnaby, BC  V5H 4N2                                          www.capitalconceptsgroup.com

This information has been prepared by Chad Ekren who is a Portfolio Manager for iA Private Wealth and does not necessarily reflect the opinion of iA Private Wealth. 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.
iA Private Wealth is 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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