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          SUCCESSFUL RETIREMENT

Security. Purpose. Legacy.

October 1, 2017
DESIGN LEGACY
Help A Child Buy A Home?
As parents, we all want to help our children whenever we can. But helping financially to buy a home will require thinking through a number of issues. Click here for a Zoomer article to read about the ones you should consider carefully. You can also call us to help you make the right decision.
MAXIMIZE RETIREMENT
Why Women Should Delay CPP
You can start CPP from age 60 or delay it to age 70. The longer you delay, the bigger the benefits become. This article advocates that women especially, should delay receiving their CPP. Click here  for a Globe & Mail article explaining the reasons why. Or, feel free to give us a call.
The Cheapest Cure For Aging
"We do not stop exercising because we grow old, we grow old because we stop exercising." Dr. Kenneth Cooper, Father of Aerobics.
Research indicates that individuals of any age can benefit from exercise, so you can never be too old to do so. Click here for another Zoomer article that gives motivation and suggestions on how to get going again.
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 

 
 
holliswealth.com  		 Chad Ekren CIM, CFP®, B.Comm
Portfolio Manager
HollisWealth®, a division of Industrial Alliance Securities Inc.
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.

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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. 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 www.holliswealth.com.
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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