Your Retirement Vision + Reducing Risk Of Dementia

SUCCESSFUL RETIREMENT

Security. Purpose. Legacy.

November 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.

CLARIFY VISION
how to develop a vision for retirement

In order to enjoy a Successful Retirement, you need to think about the things that makes you happy and feeling fulfilled (many of which came from your work). Click here for a RF Financial Group article which talks about that.

CLARIFY VISION
Challenge Possibility

What will you do when you retire? Experts recommend having a plan that considers "We must replace lost satisfactions (skills & needs) from work in retirement" as a primary goal, according to Dr. Alan Roadburg, author of the book What Are You Doing After Work? Click here for an article listing the various aspects and options you can explore when considering the possibilities in your retirement.

HEALTHLY AGING STRATEGIES
fight off the risk of dementia as you age

In Canada, about 78,000 cases of dementia are diagnosed each year. 40% result from risk factors that can be changed like smoking, alcohol, weight gain, etc. Click here to read a Globe & Mail article on how to fight the risks.

www.iaprivatewealth.ca

Geoff Perrin CFP®,
Senior Investment Advisor
iA Private Wealth
Insurance Advisor, Capital Concepts Group Inc.*
1030 – 4720 Kingsway
Metrotower II
Burnaby, BC V5H 4N2
604-432-7743
geoff@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
If you know of anyone who might benefit from the information in this newsletter, please forward it to them, as we are more than happy to share the information we provide.

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Should you have any questions or comments please call me at 604-432-7743 or email me at geoff@capitalconceptsgroup.com.

Capital Concepts Group
iA Private Wealth, a division of Industrial Alliance Securities Inc. E: geoff@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