March Newsletter

Mar 19, 2019 | Jones Schack


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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 mailings you should be expecting from your accounts here. Mailing dates continue through to the end of March.

If you have any questions please just give us a call.

 

Holtby & Associates

Cairy is back from her conference in New Orleans, and is settling into her new office.
We look forward to showing you around next time you are in.


Jones spent the first week of the month in Vancouver attending the Associate Wealth Management training conference, with a focus on fine tuning all the services we offer.

 

Denise is also settling into her new role with our team. She has already been in contact with many of you, and we have updated our website with a little write-up about Denise.

www.cairyholtby.com

 

Fraud Advice Event – March 28th 7:30am

We are hosting a fraud advice event with our commercial banking partners on
March 28th at 7:30am at our 12th floor boardroom, Landmark 6.
A Treasury Specialist will be speaking on how to recognize and prevent fraud in the workplace.
Please let Jones know if you would be interested in joining.

 

Office Move and Parking

A quick reminder that we are now located in the Landmark 6 building (the tallest one).

 1631 Dickson Avenue, Suite 1400 (14th floor) Kelowna, BC  V1Y 0B5

Visitor parking can be located at the South Parkade just off of Dayton Street.
 Alternatively, parking can be found across the street at either the
Landmark 5 or Landmark 2 buildings.

 

RBC Private Premier Banking

RBC Private Banking Premier is a unique banking and credit service offering personalized attention to help you meet your day-to-day financial needs.

You receive a tailored banking and credit package to complement the best-in-class investment management and wealth planning. Let us know if you would like more information on the exclusive services and products available to RBC Dominion Securities clients.

 

Holtby & Associates Team Contact:

Cairy Holtby 250.712.2116 | cairy.holtby@rbc.com

Jones Schack 250.712.2117 | jones.schack@rbc.com

Natel Hull 250.712.2187 | natel.hull@rbc.com

 Denise Gardner 250.448.1342 | denise.gardner@rbc.com

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