July Newsletter

Jul 03, 2018 | Cairy Holtby


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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.

 

 

Is age but a number?

 

Examining age-related health realities and the potential impacts of a failure to plan financially.

 

Read more

 

 

 

 

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.

Read more

 

 

 

 

The new Canadian legacy

New Canadian legacy defined by family, friends and social impact

Read more

 

 

 

                                   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

 

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