Security. Purpose. Legacy

           December 1, 2019            
Season's Greetings!

As we enter the busy month of Christmas, we are in the midst of helping clients with their yearend tax planning. 

This month`s newsletter highlights Design Legacy and Preserve Wealth from our Successful Retirement Solution. One article offers suggestions on how to help a child with their 1st mortgage and the other talks about how to avoid outliving your savings. The last article reveals the dangers that soft drinks present.

                                     LIVING IN FAITH

                      my personal reflections since the sudden passing of my son

The Christmas season brings a time for reflection, forgiveness and love, despite the imperfections in each of us. Thank you to those of you who have forgiven me for my shortcomings. In my Living In Faith reflection this month, I share how forgiveness has provided a tremendous amount of healing for a friend of mine. Please click here to read his story.

I wish you all a Happy Holiday Season! 
how to help child with 1st mortgage

With the level of home prices in Vancouver, it seems almost inevitable that the Bank of Mom & Dad must be involved with a first home purchase. Click here to read a BNN-Bloomberg article on the ins-and-outs of doing so.
how to not outlive your assets

A recent World Economic Forum report shows that men in Canada outlive their savings by 9.9 years and women do so by 12.7 years. Click here for a Financial Post article that details what you should do to defend against this happening to you.
the dangers of soft drinks

Studies show the risk of drinking soft drinks, sugary or not, is very real. It has been associated with digestive and circulatory diseases as well as cancer and premature death. Click here for a Zoomer article that details the findings.
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 future 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
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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HollisWealth, a division of Industrial Alliance Securities Inc.              E:
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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. Insurance products provided by Hollis Insurance Agency.

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

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