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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.
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
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
- The New Normal – Thursday, September 15, 2022
- The Call – Wednesday, September 15, 2021
Photograph – Tuesday, June 15, 2021
Broken Collar Bone – Monday, March 15, 2021
Re-Tirement – Tuesday, December 15th, 2020
Rally For Adam Update – Sunday, November 15th, 2020
Rally For Adam – Thursday, October 15th, 2020
Country Music In Heaven? – Tuesday, September 15th, 2020
Speak Their Name – Saturday, August 15th, 2020
ABC Backwards – Wednesday, July 15th, 2020
Love Letters – Monday, June 15th, 2020
Learning From The Example Of Others – Friday, May 15th, 2020
Spiritual, Not Just Physical – Wednesday, April 15th, 2020
Footprints – Sunday, March 15th, 2020
Left-Overs – Saturday, February 15th, 2020
Hope – Wednesday, January 15th, 2020
Forgiveness – Sunday, December 15th, 2019
Life at The End of Our Rope – Friday, November 15th, 2019
Open Doors – Tuesday, October 15th, 2019
My Son Nick – Sunday, September 15th, 2019
Notes – Thursday, August 15th, 2019
Rose Mary’s Journey – Monday, July 15th, 2019
A Funeral is Better Than a Party – Saturday, June 15th, 2019
It Is Well With My Soul – Wednesday, May 15th, 2019
See You Later? – Monday, April 15th, 2019
Marie ????? – Part 2 – Friday, March 15th, 2019
Marie Ekren – Part 1 – Friday, February 15th, 2019
Trusting My Instruments – Tuesday, January 15th, 2019
Engraved on The Palms of His Hands – Saturday, December 15th, 2018
Steve’s Dream – Thursday, November 15th, 2018
I’m Sorry For Your Loss – Monday, October 15th, 2018
Happy 1st Birthday Christopher – Saturday, September 15th, 2018
Chris’ 25th Birthday – Sunday, November 19th, 2017
Our Son Chris – Friday, September 22nd, 2017
Living in Faith
My Personal Reflections Since the Sudden Passing of My Son, Chris
Join Chad’s Living In Faith Newsletter
The New Normal – Thursday, September 15, 2022
The Call – Wednesday, September 15, 2021
Photograph – Tuesday, June 15, 2021
Broken Collar Bone – Monday, March 15, 2021
Re-Tirement – Tuesday, December 15th, 2020
Rally For Adam Update – Sunday, November 15th, 2020
Rally For Adam – Thursday, October 15th, 2020
Country Music In Heaven? – Tuesday, September 15th, 2020
Speak Their Name – Saturday, August 15th, 2020
ABC Backwards – Wednesday, July 15th, 2020
Love Letters – Monday, June 15th, 2020
Learning From The Example Of Others – Friday, May 15th, 2020
Spiritual, Not Just Physical – Wednesday, April 15th, 2020
Footprints – Sunday, March 15th, 2020
Left-Overs – Saturday, February 15th, 2020
Hope – Wednesday, January 15th, 2020
Forgiveness – Sunday, December 15th, 2019
Life at The End of Our Rope – Friday, November 15th, 2019
Open Doors – Tuesday, October 15th, 2019
My Son Nick – Sunday, September 15th, 2019
Notes – Thursday, August 15th, 2019
Rose Mary’s Journey – Monday, July 15th, 2019
A Funeral is Better Than a Party – Saturday, June 15th, 2019
It Is Well With My Soul – Wednesday, May 15th, 2019
See You Later? – Monday, April 15th, 2019
Marie ????? – Part 2 – Friday, March 15th, 2019
Marie Ekren – Part 1 – Friday, February 15th, 2019
Trusting My Instruments – Tuesday, January 15th, 2019
Engraved on The Palms of His Hands – Saturday, December 15th, 2018
Steve’s Dream – Thursday, November 15th, 2018
I’m Sorry For Your Loss – Monday, October 15th, 2018
Happy 1st Birthday Christopher – Saturday, September 15th, 2018
Chris’ 25th Birthday – Sunday, November 19th, 2017
Our Son Chris – Friday, September 22nd, 2017