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            SUCCESSFUL RETIREMENT

                                     Security. Purpose. Legacy
 
                                                     August 1, 2021
Greetings,

I hope you're enjoying this terrific summer as we slowly move back towards being normal again.
 
This month, we focus on "Evidence Based Investing" or EBI in our Successful Investing Solution. The central theme of EBI is basing decisions on evidence or facts rather than emotions. Our first article will recount an investor's experience from the COVID meltdown, followed by my video titled "Appropriate Investing Behaviour Is Key".

The Healthy Aging Strategies article talks about the latest research findings in the prevention of stroke, the leading cause of disability in adults.

Keep Well,
Chad
  

Evidence Based Investing – globally diversified, balanced portfolio structured to reduce expenses, turnover, and minimize tax, but should grow with the market. We partner with Dimensional Fund Advisors for this component.

Rising Income Investments – blue chip securities that provide a robust, consistently rising dividend to counteract inflation. Potential candidates are Canadian financials, telecoms and utilities.

Good Night’s Sleep – fixed income holdings which are uncorrelated to equities and have low volatility to provide portfolio stability. This component can provide a steady, dependable income during prolonged bear markets.

Relative Strength – a tactical asset allocation portfolio which uses a rules-based approach to objectively assess opportunities and threats in the market. We partner with Bank of Montreal’s Global Asset Management for this component.
North American markets dropped 32% in a matter of days last year when the COVID crisis hit. Many investors were spooked and wanted to sell their investments. Click here to see if you can relate to an Evidence Based Investor's article and the lesson it teaches us.

Click here to view my video "Appropriate Investing Behaviour Is Key" .
HEALTHLY AGING STRATEGIES
stroke prevention
 
Last year, Canada had more than 50,000 incidents of stroke. It's the leading cause of disability and 3rd leading cause of death in adults. Click here for a Zoomer article outlining what research in prevention shows.
                                   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 Inc. 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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