Security. Purpose. Legacy.

September 1, 2017
Greetings Everyone,

I hope you've been enjoying a fabulous summer so far - and welcome to the family of Industrial Alliance Securities Inc., the new owner of HollisWealth. As expected, the transisiton at the beginning of August has generally gone well and we are pretty much continuing business as usual. Thank you for your patience in any areas where you experienced change and please know that everyone on my team is prepared to help should you have any needs.

Personally, I had a wonderful time during our traditional week of vacation in Pentiction with my extended family and friends in late July. My summer experiences included cycling regularly to work with Ed, playing tennis and hockey with my hockey buddies, and biking leisurely into Steveston with my wife Rose Mary. We've really enjoyed having our youngest son, Nick, home for the summer. He helped me produce a new video and some design work which many of you will get to see in the near future.

As our kids and grandkids go back to school in September, it always tends to mark a new beginning in our daily lives as we refocus ourselves and make changes, some small, some not-so-small, to our daily routines. Then we hope the summer weather continues for a while longer, so the changes that happen will be easier to bear. Let's all hope for an Indian Summer.
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'll 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.
Turning On Cash Taps At Retirement Is A Science
Of the few things that we can control in our retirement, one of the more important ones is deciding how to draw our retirement income from the many sources that are available. You have CPP, OAS, TFSA, RRSP, RRIF, company pensions, non-registered savings, etc. Click here to read about the many issues that need to be taken into consideration.
Evidence Based Investing - a better investment experience
Why Diversification Is Important
A key principle to successful investing is diversification. Click here to view this video explaining why diversification can help make for a better investment experience.
         Chad Ekren     
    Chad Ekren CIM, 
CFP®, B.Comm
                 Portfolio Manager
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.
Share This Newsletter
If you know someone who may benefit from the information given in this newsletter, please feel free to forward it to them. We are more than happy to share the information we provide.
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Should you have any questions or comments please call me at 604-432-7743 or email me at
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. 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. For more information about HollisWealth, please consult the official website at
Capital Concepts Group  is a personal trade name of Chad Ekren.

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

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