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

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

Listed skills include Investment Strategies, Certified Financial Planner, Portfolio Management, Cim, and 15 others.