Security. Purpose. Legacy.

April 1, 2018
Hello Everyone,

It's that time of year again - tax season. Time to gather all your receipts and tax slips if you haven't done so already. We have an article this month that reveals how you can reduce the sting of taxes when making a substantial gift to your family members. For those seniors who may be considering a reverse mortgage, we have an article that explains the pros and cons of reverse mortgages. And lastly, there's an article which explains why certain vitamins are vital after we turn 40.

We've now completed our second round of Joyful Retirement Seminars in March and the response has been extremely positive. All our sessions were sold out and virtually all attendees found the course highly educational and helpful. Because of the terrific response we've had, we've decided to offer another round of seminars on April 10, 14 and 17 at BCIT.

Last month, my wife and I took our annual trek down to Los Angeles to visit our son Nick and watch him perform in a school production. He is graduating next month from Azusa Pacific University with a degree in Performing Arts. How time flies. I clearly remember seeing him off to university as if it were just yesterday.

I hope you'll take time to enjoy all that Vancouver offers this Spring.

All the best,
Reduce Tax Sting When You Gift Property To Children
Making a gift of property to children usually triggers capital gains tax if the value has gained during the time you owned it. Though the tax bill can be substantial, click here to read a Globe & Mail article on how you can reduce the sting of taxes.
Pros and Cons of Reverse Mortgages
For some people, a reverse mortgage would make a lot of sense. But how does it work exactly? And do you know all the in's and out's? Click here for a Jim Yih article that goes over the pro's and con's of reverse mortgages.
7 Essential Vitamins After Age 40
Your body doesn't work the same after age 40; muscles start deteriorating, menopause may begin, risk of chronic diseases start to rise, and we need to pay closer attention to the foods we eat in order to get the right nutrients. Click here to read about the essential vitamins you need after age 40.
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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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, Joe Goncalves and Geoff Perrin who are a Portfolio Manager and Investment Advisors for HollisWealth® and does not necessarily reflect the opinion of HollisWealth. 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 are provided through Hollis Insurance Agency. 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 and Investment Advisors can open accounts only in the provinces in which they are registered. Capital Concepts Group  is a personal trade name of Chad Ekren. For more information about HollisWealth, please consult the official website at

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

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