Communication Protocol & Resources during COVID-19

March 23, 2020 | Kelly Shorer


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"During this time, my day is entirely focused on portfolio management and the Shorer team is working hard to support all your needs."

During this time, my day is entirely focused on portfolio management and the Shorer team is working hard to support all your needs.

Although we are unable to conduct ‘in person’ client meetings, we can still arrange phone calls and WebEx meetings after the market has closed.

I am available Monday – Friday 4.30pm – 6.30pm and Saturdays 8.30am – 11.30am by appointment only.

Our communication protocol during this time is as follows:

  • Email Chan: chan.wall@rbc.com or call #905-332-2621
    • To arrange a phone/WebEx appointment with me
    • For help regarding DS Online and secure messaging
    • Any general inquiry
  • Email Debi: debi.cientanni@rbc.com: or call #905-332-2735
    • For Information regarding the Economic Response Package
    • Financial planning related inquires
    • Cash Flow concerns
  • Watch for emails from Alex
  • Expect to hear from Paul
    • If your account is not managed under Private Investment Management (PIM)

Attached are some articles and website links you may find useful:

  • New Measures to assist tax payers during COVID-19 pandemic: See attached
  • Government of Canada’s economic response to COVID-19: See attached
  • World Health Organization: https://www.who.int/
  • Government of Canada Public Health Services:

https://www.canada.ca/en/public-health/services/diseases/coronavirus-disease-covid-19.html

  • Canada’s Economic Response Plan:

​​​​​​​​​​​​​​https://www.canada.ca/en/department-finance/economic-response-plan.html

  • Pandemic proves a paradise for cybercriminals: ​​​​​​​

​​​​​​​https://www.investmentexecutive.com/news/from-the-regulators/pandemic-proves-a-paradise-for-cybercriminals/