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

Happy New Year! We are now in the 2nd year of a new decade. Let's hope that 2021 will be a much better year than 2020. Please clicking here to read my new year message.

Is someone you know moving into a retirement facility? This month's article in Minimize Tax should interest you, as it talks about the tax implications of such a move. Then in our Maximize Retirement segment, an important question is asked: How do you plan for a life changing event that is retirement? It's so much more than just financial security. In the Healthy Aging Strategies, we provide a link to resources for Alzheimer's Disease on HealthLinkBC's website.

P.S. My Living In Faith reflections are now sent via a separate newsletter. Please click here if you wish to subscribe to the LIF newsletter.
moving to a retirement home

If you own the home you live in, there will be tax implications when you move into a retirement facility. Click here for a Globe & Mail article that goes over these details.
you will need a plan

What has defined you for perhaps thirty to forty plus years will end when you retire. Therefore, you need to have a clear plan for adapting to such a drastic change. Click here for a Zoomer article that addresses this.
Alzheimer's resources
The province of BC provides an online resource, HealthLinkBC, for all sorts of health topics, including Alzheimer's Disease. Click here for the website page that provides cause, symptoms, treatment, prevention, etc. to Alzheimer's.
                                          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

*Insurance products provided through Hollis Insurance Agency independently and separately from Industrial Alliance Securities Inc. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.
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.

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

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