Senior Investment Advisors

Senior 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

Chad Ekren

Chad Ekren is a CERTIFIED FINANCIAL PLANNER®, Portfolio Manager and Senior Investment Advisor with HollisWealth (Industrial Alliance Securities Inc.).

  • Senior partner with Capital Concepts Group since 1996
Joe Goncalves

Joe Goncalves

Joe Goncalves is a CERTIFIED FINANCIAL PLANNERĀ® and a Senior Investment Advisor with HollisWealth (Industrial Alliance Securities Inc.).

  • Joined Capital Concepts Group Inc. in 1998 and became a senior partner in 2004
Geoffrey Perrin

Geoffrey Perrin

Geoffrey Perrin is a CERTIFIED FINANCIAL PLANNER® and Senior Investment Advisor with HollisWealth (Industrial Alliance Securities Inc.).

  • Senior partner with Capital Concepts Group since 1996