Bill Holmes Email & Phone Number
Senior Wealth Advisor and Portfolio Manager @ RBC Dominion Securities
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Bill Holmes Location
- Oakville, ON, CA
Bill Holmes Work
- 2003 -now Senior Wealth Advisor and Portfolio Manager @
- 2001 -2003 Financial Advisor @
- 1998 -2001 Financial Advisor @
Bill Holmes Education
- Marietta College
BA (Finance)
1985-1989
Bill Holmes Skills
- Wealth Management
- Retirement Planning
- Succession Planning
- Portfolio Management
- Strategic Financial Planning
- Financial Planning
- Tax Minimization Strategies
- High Net Worth Individuals
- Fee-based Counsel
- Tactical Asset Allocation
- Fidicuary Advice
- Risk Management Plans
- Affluent
- Intergenerational Wealth Transfer
- Elder Care Planning
- Investments
- Financial Advisory
- Financial Planners
- Investment Strategies
- Asset Allocation
- Investment Advisory
- Asset Management
- Financial Services
- Financial Analysis
- Strategy
- Fee Based Counsel
- Financial Reporting
- Leadership
- Management
Bill Holmes Summary
- Bill Holmes, based in Oakville, ON, CA, is currently a Senior Wealth Advisor and Portfolio Manager at RBC Dominion Securities. Bill Holmes brings experience from previous roles at CIBC Wood Gundy and Merrill Lynch. Bill Holmes holds a 1985 - 1989 BA in Finance @ Marietta College. With a robust skill set that includes Wealth Management, Retirement Planning, Succession Planning, Portfolio Management, Strategic Financial Planning and more. Bill Holmes has 1 emails and 2 mobile phone numbers on RocketReach.
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