Copy

                                     

        SUCCESSFUL RETIREMENT

                                     Security. Purpose. Legacy
                
                                                   March 1, 2021
Hello Everyone,

Spring is around the corner already, and it's something we can all look forward to.

Are you making or updating your will ? Our Design Legacy article talks about the things you should pay attention to.

Use life insurance to fund your retirement? Our Preserve Wealth segment presents a strategy for tax-free income from life insurance to do just that.

Many of us now work more from home, so our Healthy Aging Strategies presents an article that highlights the harm from sitting too much.
 
Take care & stay safe,
Chad

P.S. My Living In Faith (LIF) reflections are now sent in a separate quarterly newsletter. Please click here if you wish to subscribe to the LIF newsletter.
DESIGN LEGACY
get things right on will

There are many things to consider when making out or updating a will. Click here for a BNN-Bloomberg article that lists 15 things to get right when you make out or update a will.
PRESERVE WEALTH
insurance as a retirement strategy

Whole life insurance can be used in a number of ways to generate tax-free income in your retirement. Click here for a Globe & Mail article by tax specialist Tim Cestnick who explains how a simple strategy works.
HEALTHLY AGING STRATEGIES
too much sitting is unhealthy
 
Studies show the average Canadian spends 9.5 hours a day sitting. Studies also suggest that you shouldn't sit for more than 30 minutes without standing up. Click here for a Zoomer article that explains the dangers of sitting too much & 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.
                                          Chad Ekren 

 
 
www.iA Securities.c
Chad Ekren CIM, CFP®, B.Comm
Portfolio Manager
iA Private Wealth
Insurance Advisor, Hollis Insurance Agency*
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 provided through Hollis Insurance Agency. Capital Concepts Group is an independent company unrelated to iA Private Wealth Inc. and Hollis Insurance Agency. iA Private Wealth Inc. and its related and affiliated companies have no liability for Capital Concepts Group.
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.
 
Share This Newsletter
Know someone who may benefit from the information in this newsletter? Please feel free to forward it to them. We are more than happy to share the information we provide.
 
Build Your Knowledge
Click here to learn more about investing and retiring successfully by subscribing to our monthly newsletter.
Should you have any questions or comments please call me at 604-432-7743 or email me at chad@capitalconceptsgroup.com.

To unsubscribe from receiving commercial electronic messages from iA Private Wealth, click here: https://ia-cem.secureweb.inalco.com/Unsubscribe/hollis/en
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.






This email was sent to <<Email Address>>
why did I get this?    unsubscribe from this list    update subscription preferences
Capital Concepts Group Inc. · 1030 - 4720 Kingsway · Burnaby, BC V5H 4N2 · Canada

Email Marketing Powered by Mailchimp