EBI Monthly - Power of Markets video - plus

SUCCESSFUL RETIREMENT

Security. Purpose. Legacy.

Evidence Based Investing Edition 1

May 15, 2018

Hello,

Welcome to our Evidence Based Investing monthly newsletter. Following your completion of the Six Steps to Successful Investing video series, you will now be receiving this newsletter on the 15th of each month. Each newsletter will bring you articles, commentary, videos and white papers that feature the EBI approach to investing.

Should you have any questions, please don't hesitate to contact us as we are here to help. I hope you'll enjoy these newsletters.

Sincerely,
Chad

PLAY VIDEO: The Power of Markets

WORK WITH MARKETS
The Power of Markets

Millions of people around the globe participate in market transactions on a daily basis. Their collective intelligence is captured in the pricing of the equities in those markets. Click here to read why your investment strategy should harness the power of markets rather than trying to beat it.

SMART DIVERSIFICATION
Home Bias and Global Diversification

One tendency of investors is putting too much weight in their own markets, known as "home bias". Click here to read how you can avoid this and why it is important for your 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.

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.

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 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