Paul Holmes, Mpa, Cim, Cfp

Paul Holmes, Mpa, Cim, Cfp Email and Phone Number

Portfolio Manager, Investment Advisor @ Richardson Wealth
Victoria, BC, CA
Paul Holmes, Mpa, Cim, Cfp's Location
Victoria, British Columbia, Canada, Canada
Paul Holmes, Mpa, Cim, Cfp's Contact Details

Paul Holmes, Mpa, Cim, Cfp work email

Paul Holmes, Mpa, Cim, Cfp personal email

n/a
About Paul Holmes, Mpa, Cim, Cfp

Paul is the lead Portfolio Manager at Holmes Portfolio Management, Scotia Wealth Management, Victoria. Paul’s team-based approach to wealth management provides affluent families, professionals and business owner’s resolution to life’s complex financial challenges. As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with over 27 years of experience in the financial services industry, Paul has gained a keen understanding of the financial marketplace, and most importantly, how to make it work for the benefit of his clients. Licensed as a discretionary Portfolio Manager, Paul builds investment portfolios based on intensive research and due diligence only after fully understanding a client’s risk tolerance and personal goals. When not meeting clients or analyzing stocks, Paul enjoys an active lifestyle engaging in squash, yoga, hiking, fly-fishing and skiing in the great BC outdoors. Along with his wife and two children, he also supports many charities including Power-To-Be, Victoria Hospice, Canadian Cancer Society and the War Amps.For more information on Paul's services, visit our website at www.holmesportfoliomanagement.com

Paul Holmes, Mpa, Cim, Cfp's Current Company Details
Richardson Wealth

Richardson Wealth

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Portfolio Manager, Investment Advisor
Victoria, BC, CA
Employees:
941
Paul Holmes, Mpa, Cim, Cfp Work Experience Details
  • Richardson Wealth
    Portfolio Manager, Investment Advisor
    Richardson Wealth
    Victoria, Bc, Ca
  • Scotiamcleod
    Portfolio Manager/Senior Wealth Advisor
    Scotiamcleod Dec 2002 - Present
    Victoria, Bc
  • Md Financial Management | Gestion Financière Md
    Senior Financial Consultant
    Md Financial Management | Gestion Financière Md 1996 - 2002
    Victoria, Bc

Paul Holmes, Mpa, Cim, Cfp Skills

Investment Strategies Certified Financial Planner Portfolio Management Cim Investment Advisory Etfs Cfp Stocks Strategic Planning Asset Allocation Wealth Management Financial Advisory Finance Investment Management Investments Financial Analysis Retirement Planning Financial Planning Insurance

Paul Holmes, Mpa, Cim, Cfp Education Details

Frequently Asked Questions about Paul Holmes, Mpa, Cim, Cfp

What company does Paul Holmes, Mpa, Cim, Cfp work for?

Paul Holmes, Mpa, Cim, Cfp works for Richardson Wealth

What is Paul Holmes, Mpa, Cim, Cfp's role at the current company?

Paul Holmes, Mpa, Cim, Cfp's current role is Portfolio Manager, Investment Advisor.

What is Paul Holmes, Mpa, Cim, Cfp's email address?

Paul Holmes, Mpa, Cim, Cfp's email address is pa****@****eod.com

What schools did Paul Holmes, Mpa, Cim, Cfp attend?

Paul Holmes, Mpa, Cim, Cfp attended York University, Carleton University.

What skills is Paul Holmes, Mpa, Cim, Cfp known for?

Paul Holmes, Mpa, Cim, Cfp has skills like Investment Strategies, Certified Financial Planner, Portfolio Management, Cim, Investment Advisory, Etfs, Cfp, Stocks, Strategic Planning, Asset Allocation, Wealth Management, Financial Advisory.

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