Security. Purpose. Legacy

April 1, 2019
Hello Everyone,

Spring is finally here! It came a bit late after we had the coldest February on record and still getting snow flurries in March, but now we can enjoy the kind of weather that will help us forget about the harsh winter we just had.

Our office is in the midst of another busy tax season. We've got lots of hussle and bussle from extra staff, clients streaming in to drop off or pick up their returns and more phone calls. If you wish to have us look after your returns, please get in touch with us right away so we can put you in our queue.

This month, our topics are Minimize Tax and Maximize Retirement, which are components of our Successful Retirement Solution. If you own multiple properties, we have an interesting article on how you can take advantage of the principal residence designation formula to shelter some capital gains. The other article will talk about some common financial mistakes that retirees make and there is also an article on how you can keep your body young.


my personal reflections since the sudden passing of my son

My reflection this month is on a common, frequently used phrase we all use, "See you later." That was what I said to my son Chris, the day before he passed, so this phrase has a special connotation for me. Click here to read my full article.

designating principal residence
If you own more than one property that can qualify as your principal residence, you should be aware of the formula used by the CRA in calculating the amount of tax exemption you can have. Click here to read the details.
retirees' common financial mistakes

As you come into retirement, there are some common pitfalls regarding your investments and pension timing that you should be aware of. Click here to read a Jim Yih (of RetireHappy) article which goes over some common mistakes made by retirees.
6 steps to age-proof your body

There's no better time than the present to start age-proofing your body. Click here to read a Zoomer article on how you can live longer and feel better by following some basic steps.
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.
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

To unsubscribe from receiving commercial electronic messages from HollisWealth, click here:
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.

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