July 2018
Summer is in full swing now and is here to stay. The summer months tend to be a quieter time of the year for us and so we’d like to take this time to do some catching up. We’d like to ensure that all of our clients have reviewed and update their financial and estate plans with us this year. If you’ve had any recent changes or have questions regarding this process, please give us a call.
Our monthly newsletter will be taking a short break for the remaining summer months but will resume again in the fall.
We hope everyone has a great summer and enjoys this warm weather.
Holtby & Associates Team Contact:
Jones Schack 250.712.2117 | jones.schack@rbc.com
Natel Hull 250.712.2187 | natel.hull@rbc.com
Jillian Hughes 250.712.2195 | jillian.hughes@rbc.com
Please stay tuned to our website, www.cairyholtby.com
You will be able to find articles we post as well as the regular Global Insight Weekly and Monthly publications.
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| Is age but a number?
Examining age-related health realities and the potential impacts of a failure to plan financially.
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| European equity downgrade: Continental drift Economic growth that seems to have hit a wall and an unwelcome embrace of populism have turned the investment case for European equities more opaque. |
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| The new Canadian legacy New Canadian legacy defined by family, friends and social impact |
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| Interesting Reads
Testing, testing: How Netflix built a culture of innovation
Source: RBC Wealth Management
Paying attention to the yield curve
Source: RBC Wealth Management
How much is too much? Is your inheritance a gift or a burden?
Source: RBC Wealth Management
Living the dream: How to fund your bucket list
Source: RBC Wealth Management |
| Privacy & Security | Legal | Accessibility | Member-Canadian Investor Protection Fund RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under license. © RBC Dominion Securities Inc. 2018. All rights reserved. |