Copy

                                    

                

                SUCCESSFUL RETIREMENT

                                     Security. Purpose. Legacy.
                    
                                                  October 1, 2021
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'll 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.
MINIMIZE TAX
smart charity - strategic donations

Your donation tax credits kicks up big-time after the first $200 of donation. In BC, the tax savings on every dollar donated after $200 is 43.7%. That means every $10 of donation after the first $200, will get you $4.37 in tax credits. Click here for a Zoomer article on smart ways to donate.
MAXIMIZE RETIREMENT
humanitarianism in retirement

Retirees looking to give back for humanitarian reasons can find life changing experiences by doing some simple investigations. Click here for a Zoomer article that recounts what a few retirees did and how it affected them.
HEALTHLY AGING STRATEGIES
preventing macular degeneration

Your eyesight is precious, and as you get older, there is a higher risk for diseases like macular degeneration. Click here for a Zoomer article that explains the cause of this disease and what you can do about it.
                                  Joe Goncalves          

 
 
www.iaprivatewealth.ca 
Joe Goncalves CIM, CFP®
Sr. Investment Advisor
iA Private Wealth
Insurance Advisor, Capital Concepts Group Inc.*
1030 – 4720 Kingsway
Metrotower II
Burnaby, BC  V5H 4N2
604-432-7743
joe@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.
Successful Retirement Video
If you haven't seen our video series on "Achieving a Successful Retirement", please click here to view them.

Pass it On
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Click here to learn more about investing and retiring successfully by subscribing to our monthly newsletter.
Should you have any questions or comments please call me at 604-432-7743 or email me at joe@capitalconceptsgroup.com.
Capital Concepts Group
iA Private Wealth, a division of Industrial Alliance Securities Inc.         E: joe@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 Investment Advisors 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 Investment Advisors 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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