Simplify Your Financial Life - The Case for Consolidation

Oct 16, 2019 |Cairy Holtby
Diversification is one of the golden rules of investing to reduce risk and boost your return potential over time. Investor surveys indicate that wealthy investors open multiple accounts of the same type, with different financial institutions and different...
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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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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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