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                  SUCCESSFUL RETIREMENT

                                       Security. Purpose. Legacy.
                                     December 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.
DESIGN LEGACY
smart ways to distribute your estate
 
Many people will leave a sizable estate after their death. Click here to read a Financial Post article which offers some ways to distribute that wealth in ways that can maximize the benefits of your giving in a tax efficient manner.
PRESERVE WEALTH
why you might consider a trust

Trusts are not only for wealthy individuals to use in estate planning. Click here for a RBC Wealth Management article and short video with David Chilton (the Wealthy Barber) that explains the benefits of a trust for ordinary families.
HEALTHLY AGING STRATEGIES
improve heart health through your gut
 
Studies show that bacteria in the gut of older mice begin to produce chemicals harmful to their arteries, but certain foods can block or decrease these chemicals. Click here for a Zoomer article that details this finding and what you can do.
                                  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
Know anyone who might benefit from the information in this newsletter? Please feel free to forward it to them. We are more than happy to share the information we provide.

Build Your Knowledge
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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