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        SUCCESSFUL RETIREMENT

                                     Security. Purpose. Legacy
                
                                               September 1, 2021
Hello Everyone,
 
I hope you had an opportunity to enjoy the great weather we've had. Let's hope the worst of the forest fires are behind us and that we can avoid a 4th wave of COVID this fall.

Our Design Legacy section looks at the options available to homeowners in a booming real estate market. And, should you decide to cash in, there are hints on what to do with your windfall in our Preserve Wealth article.

The Healthy Aging Strategies list some foods that will help you live longer; so eat well and be merry!

Stay safe,
Chad
DESIGN LEGACY
Your unforeseen treasure
 
If you've been a homeowner for a while, then the equity in your home may be a significant part of your wealth. Click here for a TD MoneyTalk article that reviews the pros and cons of some common options. 
PRESERVE WEALTH
what to do with real estate windfall

So you've cashed in on the red hot housing market. What should you do with that windfall? Click here for a Globe & Mail article that makes some suggestions.
HEALTHLY AGING STRATEGIES
19 foods for longevity
 
What you put in your body can have a significant impact on how your body ages. Click here for a Zoomer article that lists 19 foods which have shown life-extending capabilities.
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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