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  • RBC Dominion Securities Inc.
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          •  RBC Wealth Management
          • RBC Dominion Securities Inc.
          • Sign in
            • Client Login
            • Online Banking
          • Home
          • Insights
            • Global Insights
            • Wealth Management Quarterly
            • Client Resources
            • Online services
            • Tax reporting guide
            • Perspectives magazine
            • GIC rates
          • Achieve your goals
            • Your Family Legacy
            • Estate solutions
            • Estate planning
            • Estate planning checklist
            • Live Well in Retirement
            • Retirement planning
            • Ready for retirement
            • Wealth Management
            • Wealth management approach
            • What is wealth management?
            • Family wealth management
            • Optimize Your Business
            • Business planning
            • Business owners
            • Invest for Your Future
            • Investment Solutions
            • Custom-Designed Portfolios
            • Guided Portfolios
            • Mutual Funds
            • A+ Portfolios
            • Advisor Account
          • About us
            • Our Team
            • Our Extended Team
            • Our Family Office
            • Our Unique Approach
          • Blog
          • Contact

          Client Resources

          Understanding the Costs of Investing

          • What is CRM2?
          • Time Weighted vs. Money Weighted Returns
          • Time Weighted vs. Money Weighted Video
          • Understanding Costs of Mutual Fund Investing

          Educational Guides

          • Family Wealth Management
          • Family Trust Guide
          • Retirement Checklist
          • Power of Attorney
          • Charitable Gift Program
          • Estate Planning Guide
          • The Business Owner's Guide to Wealth Management
          • Five Key Questions in estate planning and wealth transfer

          RBC Publications

          • Funds Transfers to your RBC Dominion Securities Accounts
          • Tax Planning for High Income Earners
          • Withdrawing from an RESP
          • RRSP Deduction Limit Statement
          • RRIF Withdrawal Changes
          • Tax Exempt Insurance Changes
          • Tool Kit for Settling an Estate
          • Income Taxes at Death
          • Safeguarding Your Personal Information
          • Until Death Do Us Part...then everything can change
          Contact Information

          Cairy Holtby

          Senior Portfolio Manager & Wealth Advisor
          cairy.holtby@rbc.com
          Phone: 250-712-2116

          Natel Hull

          Associate
          natel.hull@rbc.com
          Phone: 250-712-2187

          Denise Gardner

          Associate
          denise.gardner@rbc.com
          Phone: 250-448-1342

          Holtby & Associates Wealth Management Services
          of RBC Dominion Securities Inc.

          Phone: 250-712-2116
          Fax: 250-712-2120
          Toll-Free: 1-877-862-0719


          Branch Information
          1631 Dickson Avenue, Suite 1400
          Landmark Square 6
          Kelowna BC, V1Y 0B5

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