September Newsletter

Sep 10, 2019 |Cairy Holtby
September 2019 We hope that everyone had an enjoyable summer! We have been adjusting to the ever increasing market volatility - which is now the new normal - and continue to be more defensive in our positioning. A recent article from RBC Global Asset...
Read more

Special Report - Unfriendly trade winds? Putting the selloff in perspective

Aug 06, 2019 |Cairy Holtby

Markets swooned worldwide amid a reignition of U.S.-China trade tensions and a sinking Chinese yuan.

Read more

June Newsletter

Jun 10, 2019 |Cairy Holtby
June 2019 The sun is out and we have had some great weather here in the Okanagan. We hope that your summers are planned to be filled with relaxation and some family time. We have decided to change the frequency of our newsletters, and you will be hearing...
Read more

2019 Federal Budget: Key Tax Measures

Mar 20, 2019 |Cairy Holtby
RBC Wealth Management Services was granted access to the Federal Budget lock-up in Ottawa on March 19, 2019. As a result, we are happy to provide you with the highlights of the key tax measures that are of most interest to Canadian investors. For more...
Read more

March Newsletter

Mar 19, 2019 |Jones Schack
March 2019 Tax season is in full swing, we have seen most of our mailings issued out, with the exception of the T5013s which are usually the last to go. Thankfully, this year our tax packages include a very handy checklist to ensure you have all your...
Read more

February Newsletter

Feb 14, 2019 |Cairy Holtby
February 2019 We are once again heading into tax season, and as this is a busy time of year for all of us, we thought it may be helpful to share a few important dates and information. Firstly, the start of the official mailings going out has been announced...
Read more

Globalization In A Digital Age

Jan 31, 2019 |Jones Schack
Dave McKay, President and CEO of RBC, recently attended his fourth World Economic Forum and shares a few challenges of globalization in a digital age. 'If you didn't see Davos on the news this year, you weren't alone. A decade after the financial crisis...
Read more

We're In The "Correction" Camp

Jan 15, 2019 |Jones Schack
We expect that the year ahead will be best spent preparing portfolios for the future challenges likely to come with an economic slowdown. Learn how we think you can prepare for the months ahead. 'Equity markets gave investors a rough ride from a late...
Read more

Navigating 2019 - 9 Big Insights For The Year Ahead

Jan 07, 2019 |Cairy Holtby
Happy New Year! We wanted to share a special report from the RBC Economic Research team. This report examines some of the trends that will unfold in the year ahead - the risks to watch for and the opportunities to be had. Please follow this link below...
Read more

December Newsletter

Dec 12, 2018 |Cairy Holtby
December 2018 It’s hard to believe a whole year has flown by. With Christmas and New Year’s right around the corner, we hope you are beginning holiday traditions and getting together with loved ones. We’d to take a moment to thank you for your continued...
Read more