Holmes Wealth Management
Trust. Confidence. Long-term planning
At Holmes Wealth Management, we prioritize trust. As a discretionary portfolio manager in Victoria, BC, our clients trust us to make decisions that are in their best interest – to see the blind spots in their wealth plan and help them navigate moments of uncertainty. We never take that for granted; trust and transparency hold the relationship together.
Led by Paul W. Holmes, we’ve spent 30 years supporting the financial well-being of multi-generational families, physicians, entrepreneurs, and retirees. Our experience combined with intensive market research and due diligence helps us design thoughtful investment portfolios that align with your risk tolerance and goals. Every investment portfolio fits within a wider financial plan that accounts for every aspect of your life that wealth touches – from retirement and estate planning to business transition and insurance needs.
The goal is confidence – confidence you know where you are financially and the decisions that will help you reach your goals.
At Richardson Wealth, we have access to a world-class team of tax, estate, and insurance planning experts, helping us deliver on our promise of trust, confidence, and long-term planning.
Reach out to learn how we can get you where you want to be.