Summer ’19 Office Hours and About That Leap

As the warm weather and sunshine finally arrives, Jennifer and I would like to share with you our summer holidays and office hours for the next 3 months, effective today, till Sept 5th, 2019.

We will be working offsite more often, maybe once or twice a week during the summer months. If you would like to meet during that time, please call ahead and book an appointment so that Vanessa can meet you at one of our 3 office locations most convenient for you.

Our Summer Office Hours are: Monday to Friday, 9:30am -4pm

Vanessa’s Summer Holidays are:
June 13 and June 14
June 24 to June 26
July 1 to July 5
August 23 to August 26
August 29 to September 4

Jennifer’s Summer Holidays are:
uly 12 to July 19
August 26 to September 2

While Jennifer is away, Loren and Natalie will be answering Jennifer’s line and they will make sure that your administration needs are met:

Natalie Motyka

Loren Flores

If you have specific questions regarding your portfolio while Vanessa is away, please call Jennifer, Natalie or Loren and they will arrange for you to speak to Vanessa’s partner, Ben Lapshinoff.

As always if you have any questions or need anything, please remember we are always here for you.

Wishing you and your loved ones a safe & wonderful summer!

Market Update for June 2019 : Click here to read

P.S. I have to share this with you.

As you may already know, a few years ago I took a leap of faith and left a firm I loved and grew up at for 17 years. I had to leave as our values no longer matched.

Last week I attended my first conference with National Bank Financial. The theme was “Be” as in, be thankful, be proud. Management showed us how caring and supportive they could be by surprising every single one of 700 advisors with a personalized Thank You note from one of our clients.

The notes were beautiful and what made it more meaningful was that our management took the time and put in the effort to show us how much they value the care and attention we give to our clients.

I am proud to work for a firm who puts people first. Clearly, taking that leap of faith was the right thing to do.