Security. Purpose. Legacy

March 1, 2020
Successful Retirement Solution
An integrated planning approach we provide to our valued clients that 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 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.
Hello Everyone,

Many people mistakenly think that having a will means they have an estate plan in place. Nothing could be further from the truth. It's only one piece of what needs to be done to ensure that your affairs are managed properly according to your wishes both during and after your life.

This month, we focus on another important aspect of estate planning, Advance Care Planning - how you want your healthcare managed when you're incapable of expressing it yourself. For instance, you can designate someone you trust to make those decisions for you through a Representation Agreement and/or draft a Health Care Directive that instructs healthcare providers to adhere to your wishes. In the Design Legacy section of this Successful Retirement Solution newsletter, we present a valuable website on Advance Care Planning which will explain the whole process.

When you retire, you switch from wealth accumulation to wealth 'decumulation'. However, taking money out of various assets efficiently is not a simple proposition. For the Preserve Wealth section, we have an article highlighting common mistakes you should avoid which will lengthen the value of your assets further into your later years.

Did you know that dancing can counter-act the deterioration of your aging brain? In our Healthy Aging Strategies, we have an article with an interesting and scientific look at the healing power of dance.

                                     LIVING IN FAITH

                      my personal reflections since the sudden passing of my son

My reflection this month illustrates the power of words. In the weeks after my son's passing, someone gave us a poignant poem to help us through a very difficult time in our lives. Please click here to read all about it.

Advance Care Planning

A healthcare plan for when you become incapable of expressing your decisions is an important part of estate planning. The province of BC has a guide to creating your Advance Care Planning which expresses your wishes for future healthcare and treatment. Click here to go to the website.
mistakes when drawing down assets

You draw down or "decumulate" assets you have saved when you're in retirement. How you decumulate is a tricky proposition that requires detailed planning. Click here for a Globe & Mail article that outlines 3 common mistakes people make when decumulating assets.
healing power of dance

DMT or Dance/Movement Therapy can improve memory & cognitive function in older adults. Studies have shown that the reciprocal interaction between body & mind has the ability to improve the brain. Click here to read the details in a Zoomer article.
                                          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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Capital Concepts Group
HollisWealth, a division of Industrial Alliance Securities Inc.              E:
Suite1030 – 4720 Kingsway                                                               P: 604-432-7743
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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