November Newsletter

Nov 07, 2018 |Cairy Holtby
November 2018 Now that the evenings are cooler, crisper and the sun sets sooner; you may find the time to catch up on some of your favorite indoor activities. Whatever it is that keeps you busy, rest assured that our team is continuously working to simplify...
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Electronic Tax Delivery – Now Available!

Nov 06, 2018 |Cairy Holtby
Through DS Online, you can now choose to receive your RBC Dominion Securities tax documents electronically as soon as they become available, instead of waiting for paper copies to arrive in the mail. Tax documents are available as of the 2018 tax year...
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Don't Be Shaken by The Shakeout - Recent Equity Selloff

Oct 26, 2018 |Cairy Holtby
As markets have pulled back in the past and will do so from time to time, it is important to remember that downturns are routine – but they rarely feel that way. We wanted to share two articles from RBC Wealth Management, one from yesterday and another...
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NAFTA: A genuine breakthrough?

Sep 17, 2018 |Cairy Holtby
The U.S. and Mexico have bridged their key differences, and the pressure is on Canada to ensure NAFTA 2.0 remains a trilateral agreement. By Patrick McAllister Trade policy and tariffs continue to dominate government, corporate, and investor mindshare...
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Does the “late cycle” of the U.S. economy have an expiration date?

Sep 17, 2018 |Cairy Holtby
While the U.S. economic expansion is old, it isn’t creaky, and time hasn’t run out on the expansion just yet. The U.S. economy is now in its tenth year of expansion and, at 36 quarters, is within two quarters of being the second-longest on record. “Late...
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No asset in your estate can be as emotionally charged as the family cottage

Sep 17, 2018 |Cairy Holtby
Cherished tradition is deeply steeped in every aspect of our family cottage, largely because my children are the fifth generation making the annual trek north. Up to this point, both our island and the original family cottage (now owned by cousins) have...
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July Newsletter

Jul 03, 2018 |Cairy Holtby
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...
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June Newsletter

Jun 01, 2018 |Cairy Holtby
June 2018 Here in the Okanagan, the weather has turned and it feels like summer has arrived early! As the true summer months approach and tax season behind us, our business practice tends to have a slower pace as most people are enjoying their holiday...
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11 Things You Didn't Know Your iPhone Could Do

May 10, 2018 |Cairy Holtby
You won't believe some of these cool tips and tricks for your iPhone or Android has to offer... 1. Emoji and email shortcuts Did you know your iPhone lets you type out your emojis with shortcuts? Say you’ve created a shortcut named “hearts” for the heart...
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April 2018 Newsleter

May 01, 2018 |Cairy Holtby
April 2018 April has come and gone and so has tax time! We have attached a few articles regarding tax strategies that you may want to take a look at for the upcoming year. The markets have been interesting, to say the least. We will be gradually ‘updating’...
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