Security. Purpose. Legacy.

July 1, 2017
Hello Everyone,
Happy Canada Day! Summer's here, so I hope everyone is taking advantage of the warmer weather and longer days. For me, I really enjoy firing up the BBQ and eating outdoors at this time of the year. I've also been riding my bike to work with Ed more often and playing tennis as well. Nick, my younger son, is back home for the summer from his studies in the U.S. Although he has a summer job, he is helping me with some new videos and artistic design work while he's here.
We've received positive feedback from clients who have been introduced to our integrated financial planning process which we call our "Successful Retirement Solution". It involves a 6 step process that results in a comprehensive plan to address all the critical areas of your financial life.

This month's newsletter contains a longevity calculator developed by the University of Pennsylvania which you may find interesting. Statistically, the average 65 year old American is now expected to live to 87 for males and 89 for females. It supports the message in our video titled "We're Living Longer Than We Think" (click here) found on our website. All the more reason to take advantage of our Successful Retirement Solution to ensure you'll enjoy a long, happy retirement.
Thank you for your continued trust.
Successful Retirement Solution
Our Successful Retirement Solution is an integrated planning approach that we offer to our valued clients. It is 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 plan to touch on one or more of these steps at our future meetings with you. We also aim to provide educational resources that will detail and explain each step so that you will understand the importance of each step. Please feel free to contact us if you have any questions.
How Long Will I Live?

The University of Pennsylvania developed a Longevity Tool based on a detailed statistical analysis of over 500,000 respondents gathered by AARP and the National Institute of Health for more than ten years. You can use it here to determine your own personal results.
Clicking on the above links will take you to unaffiliated and independent third party websites where you can use calculators provided by such third parties (and not HollisWealth). HollisWealth neither endorses or approves, nor is liable in any way for such third party websites and calculators.
How To Grow Young

" the years slip by, we tend to gravitate to things that demand little of us. It’s called getting old.Click here to read how you can keep your vitality in life.
Dimensional Investing - implementing great ideas in finance for clients
Diversification and Emerging Markets

One of the principles of Dimensional investing is diversification. This video uses Emerging Markets (EM) as an example to explain why Emerging Market stocks are included in the DFA portfolios. Click here to view.
         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:
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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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