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          SUCCESSFUL RETIREMENT

                                        Security. Purpose. Legacy
                            January 11, 2022                      
Once again, Happy New Year everyone.

I created the attached video (link below) on New Years Day as I felt compelled to share a bit of insight into my plans for our business going forward and my goal of how we want to serve our valued clients even better. In the video, I will share a brief history of our company’s journey over the past 27 years, along with our current situation and succession plan that I am stating to implement. Did the word succession get your attention?
 
I hope to have a 40 year career as a Retirement Planning specialist, so that means I have no plans to do what we’ve helped many of you do…Re-Tire. Near the end of the video, I share how I am practising what I preach - take a long-term view on your important goals are start implementing a plan as young as possible.
 
To our valued clients: THANK YOU for choosing to work with me and my team.
 
Sincerely, Chad

Please click here to view my video - https://vimeo.com/663208355/0610a75d56
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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