Bill Holmes
Senior Wealth Advisor & Portfolio Manager @RBC Dominion Securities
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WORK HISTORY
Senior Wealth Advisor & Portfolio Manager @RBC Dominion Securities
Oakville, ON, CA
My practice is dedicated to providing a select group of private clients/families, business owners and foundation/endowment organizations with the highest level of discretionary investment and wealth management.I work with a team of experts in financial planning, personal and business tax planning, family estate and wealth protection strategies.
EDUCATION
Marietta College
BA
SKILLS
ABOUT BILL HOLMES
Our team provides comprehensive wealth management and financial planning services to a select group of individuals, families and businesses.Our target clients include business owners, medical professionals and corporate executives who appreciate a transparent and process based approach to wealth management that is customized to their unique needs.
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