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          SUCCESSFUL RETIREMENT

Security. Purpose. Legacy.

Evidence Based Investing

July 15, 2018
CONTROL COSTS
High Costs Eat Away Your Returns

Few people realize the effect of high costs compounding annually on investment returns. Click here for a Vanguard article that explains the insidious nature of high costs over the long term and their impact on your returns.
REBALANCE REGULARLY
Vital Role of Portfolio Rebalancing

A key component of evidence based investing is to rebalance your portfolio on a periodic basis. Click here for an article that explains how this is done and why it's important to your investment returns.
Successful Retirement Solution
At Capital Concepts, we offer an integrated planning approach to our valued clients which involves a six step process that will help:    
                        1. Clarify Vision
                        2. Preserve Wealth
                        3. Minimize Tax
                        4. Maximize Retirement
                        5. Optimize Investments
                        6. Design Legacy

We provide educational resources to explain each step so that our clients understand how they'll benefit from this holistic planning approach. Please feel free to contact us if you have any questions.
                                          Chad Ekren 

 
 
holliswealth.com  
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
604-432-7743
chad@capitalconceptsgroup.com
Successful Retirement Video
If you haven't seen our video series on "Achieving a Successful Retirement", please click here to view them. Click here if you'd like to talk about how you can achieve a Successful Retirement.
 
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Should you have any questions or comments please call me at 604-432-7743 or email me at chad@capitalconceptsgroup.com.
Capital Concepts Group
HollisWealth, a division of Industrial Alliance Securities Inc.              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, 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 www.holliswealth.com.






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

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