Security. Purpose. Legacy

July 1, 2020
Successful Retirement Solution
An integrated planning approach we provide to our valued clients which is a six step process to 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 in our 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.
Hello Everyone,

Happy Canada Day! Hard to believe we're halfway through 2020 already. You've heard it said that "it's better to give." Well, there's some truth to that with respect to your taxes, as our Minimize Tax segment will reveal. Then our Maximize Retirement segment asks a critical question: "What will you be doing in retirement?" After all, most people were spending 2,000 hours a year at work and you need to fill that in retirement.

As we get older, the probability of getting arthritis increases. In our Healthy Aging Strategies segment, we provide a link to the Arthritis Foundation website that details what arthritis really is and some strategies on how to manage it.

                                     LIVING IN FAITH

                      my personal reflections since the sudden passing of my son

In March 2006, my dear friend Steve was dying from bladder cancer at the young age of 43. I visited him early one morning to have a private discussion about what happens when we die. As I drove to the hospital, I reflected on our friendship and all the adversity Steve endured in his life...Please click here to read his story.

Keep well & stay safe,
tax benefits of charity

Donations are treated very favourably by the taxman. In B.C., you will receive a tax credit worth 45.8% for every dollar donated beyond $200. Click here for a Financial Post article that reveals the various advantages of donating.
what will you be doing?

Congratulations, you're about to retire. But have you given serious thought about what to do with those 40 hours every week (2,000 hrs/yr) that you spent working? Click here to read some suggestions.
what is arthritis?

Over 6 million Canadians and over 800,000 British Columbians have arthritis. The probability of getting it increases with age. But what is it exactly and how do you treat it? Click here for a link to the Arthritis Foundation web page explaining this disease and ways to manage it.
                                          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

*Insurance products provided through Hollis Insurance Agency independently and separately from Industrial Alliance Securities Inc. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.
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.
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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.

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

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