Clive is the chief architect behind the client experience. He thrives on getting to know clients and playing a role in their lives as a trusted advisor and support through life’s milestones. He prides himself on being the first person they call when they have a finance or investment-related question.
Clive’s passion in investing began in 1990 at Wood Gundy in institutional trading. He spent the next two decades working on the institutional side of the finance business, developing investments tailored to specific institutional pension funds and retail advisor needs.
In 2014, Clive decided he wanted the new challenge of working one-to-one with families and business owners and started Holmes Investment Management. In 2022, Clive and the Holmes Investment Management team made the move to Richardson Wealth to better support their clients and take advantage of the firm’s tech-forward approach.
Clive’s very close with his family and they prioritize getting together with extended family often. In the past, he volunteered his time to hospital foundations and youth hockey organizations, but client relationships are his focus at the moment. In his time not spent with clients or his family, Clive is an avid golfer. He also loves watching sports and supporting his favourite team the Green Bay Packers.