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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Navigating 2019 - 9 Big Insights For The Year Ahead

Jan 07, 2019 |Cairy Holtby
Happy New Year! We wanted to share a special report from the RBC Economic Research team. This report examines some of the trends that will unfold in the year ahead - the risks to watch for and the opportunities to be had. Please follow this link below...
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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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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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The Big Picture: Economic Outlook 2018

Apr 24, 2018 |Cairy Holtby
We are pleased to present you with the latest edition of The Big Picture and the most recent webcast from Eric Lascelles, Chief Economist, RBC Global Asset Management (RBC GAM). Eric shares his latest views on the global economy and offers insights into...
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