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        SUCCESSFUL RETIREMENT

                                     Security. Purpose. Legacy
                
                                                     July 1, 2021
Hi Everyone,

Wow! What a way to start our summer. Despite the heat wave, we're into what is usually our best weather of the year, and with the easing of COVID restrictions, this summer is looking very promising. I'm planning on lots of tennis, golf, walking and biking, and I hope you'll be taking advantage as well.

Survey results have indicated some confusion exist regarding TFSAs versus RRSPs, especially as to which one is better. Our Minimize Tax section has an article that explains how you can determine just that.

Many retirees have frugal habits that may be denying them the realization of good health and happiness. The Maximize Retirement article explains why overcoming frugality may benefit your overall health and happiness in retirement.

A study has shown that just 15 minutes a day of moderate exercise can put you on the road to fitness. Find out the details in our Healthy Aging Strategies.
 
Take care and enjoy the summer!
Chad
MINIMIZE TAX
TFSA vs RRSP - which is better?
 
Most people should use both to minimize tax, but do you fully understand the pros and cons of each? Click here for an article from Financial Planning for Canadians which will bolster your understanding and let you know when one is better to use than the other.
MAXIMIZE RETIREMENT
don't be too frugal in retirement

You've worked hard and saved hard for your retirement, so why should you compromise your health and happiness in retirement? Click here for a Globe & Mail article that explains how some frugal habits may actually be a detriment to your retirement.
HEALTHLY AGING STRATEGIES
get fit on 15 minutes a day
 
Spending hours exercising every day or week doesn't sound very appealing to most. But click here for a Strava article that explains why you can get fit (or fitter) on just 15 minutes a day.
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.
                                          Chad Ekren 

 
 
iaprivatewealth.ca		 Chad Ekren CIM®, CFP®, B.Comm
Portfolio Manager
iA Private Wealth
Insurance Advisor, Capital Concepts Group Inc.*
1030 – 4720 Kingsway
Metrotower II
Burnaby, BC  V5H 4N2
604-432-7743
chad@capitalconceptsgroup.com

iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. *Insurance products are offered through Capital Concepts Group Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth 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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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
iA Private Wealth                                                                                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 who is a Portfolio Manager for iA Private Wealth and does not necessarily reflect the opinion of iA Private Wealth. 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.
iA Private Wealth is 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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