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Chad Ekren

I am a CERTIFIED FINANCIAL PLANNER®, Portfolio Manager and
Senior Investment Advisor with iA Private Wealth.

 

Accomplishments, Experience & Interests

  • Senior partner with Capital Concepts Group since 1996
  • UBC Commerce Graduate 1986
  • 8 years commercial & residential mortgage experience
  • Active leader in community, church & sons’ sports teams
  • Loves playing, coaching & watching sports, especially hockey
  • Lives in Richmond with wife Rose Mary and son Nicholas
Subscribe To Our Newsletter
Subscribe to our newsletter and receive free educational articles and videos each month.
Subscribe
Chad Ekren

I am a CERTIFIED FINANCIAL PLANNER®, Portfolio Manager and
Senior Investment Advisor with iA Private Wealth.

 

Accomplishments, Experience & Interests

  • Senior partner with Capital Concepts Group since 1996
  • UBC Commerce Graduate 1986
  • 8 years commercial & residential mortgage experience
  • Active leader in community, church & sons’ sports teams
  • Loves playing, coaching & watching sports, especially hockey
  • Lives in Richmond with wife Rose Mary and son Nicholas
Main Menu
Philosophy

I enjoy educating people and have conducted many “Financial Strategies for Successful Retirement” seminars as well as hosted a radio show titled “Managing Your Wealth”. Building relationships and empowering people to accomplish or attain more than they believe they can is my passion. Many of my clients have gotten further ahead just from my helping them become better organized and putting a well designed plan in place. We use a holistic planning process called our Successful Retirement Solution that involves 6 steps: clarify Vision, preserve Wealth, minimize Tax, maximize Retirement, optimize Investments and design Legacy.

Philosophy

I enjoy educating people and have conducted many “Financial Strategies for Successful Retirement” seminars as well as hosted a radio show titled “Managing Your Wealth”. Building relationships and empowering people to accomplish or attain more than they believe they can is my passion. Many of my clients have gotten further ahead just from my helping them become better organized and putting a well designed plan in place. We use a holistic planning process called our Successful Retirement Solution that involves 6 steps: clarify Vision, preserve Wealth, minimize Tax, maximize Retirement, optimize Investments and design Legacy.

Successful retirement 
Solution Videos
Successful retirement
Solution Videos
Living in Faith

My Personal Reflections Since the Sudden Passing of My Son, Chris

Join Chad’s Living In Faith Newsletter
Living in Faith

My Personal Reflections Since the Sudden Passing of My Son, Chris

 

Join Chad’s Living In Faith Newsletter