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Paul Holmes MPA, CIM, CFP
Investment Executive |
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Phone
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(250) 389-2131
(250) 389-2135 |
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Email
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paul_holmes@scotiamcleod.com |
| By developing a personalized approach to financial planning, I provide portfolio management using a disciplined investment process to meet individual financial goals. |
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As a Certified Financial Planner, I understand the importance of establishing short and long term goals for my clients. Implementing a financial plan is a life-long process and I am committed to helping you achieve your financial aspirations.
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Investment Philosophy and Process
By using a portfolio management approach, I align your personal risk profile with the required investment returns to meet your goals. I help you establish the objectives on your personal financial plan and meet them by employing a disciplined investment process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a Investment Policy Statement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
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Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust.
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Mailing Address
1803 Douglas Street
Suite 400
Victoria, BC V8T 5C3
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Additional Team Members:
Sandra Price
Administrative Associate
(250) 389-2146
sandra_price@scotiamcleod.com
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