Senior Investment Advisors
Our three Senior Investment Advisors have over 70 years of combined financial industry experience and have been providing outstanding service to our clients for over 20 years.
Chad Ekren is a CERTIFIED FINANCIAL PLANNER®, Portfolio Manager and Senior Investment Advisor with iA Private Wealth.
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Senior partner with Capital Concepts Group since 1996
Joe Concalves is a CERTIFIED FINANCIAL PLANNER® and a Senior Investment Advisor with iA Private Wealth.
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Joined Capital Concepts Group Inc. in 1998 and became a senior partner in 2004
Geoffrey Perrin is a CERTIFIED FINANCIAL PLANNER® and Senior Investment Advisor with iA Private Wealth
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Senior partner with Capital Concepts Group since 1996
Chad Ekren is a CERTIFIED FINANCIAL PLANNER®, Portfolio Manager and Senior Investment Advisor with iA Private Wealth.
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Senior partner with Capital Concepts Group since 1996
Joe Goncalves is a CERTIFIED FINANCIAL PLANNER® and a Senior Investment Advisor with iA Private Wealth.
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Joined Capital Concepts Group Inc. in 1998 and became a senior partner in 2004
Geoffrey Perrin is a CERTIFIED FINANCIAL PLANNER® and Senior Investment Advisor with iA Private Wealth
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Senior partner with Capital Concepts Group since 1996