Thomas Holmes Email

Wealth Advisor and Principal @ Foundry Wealth Group

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Thomas Holmes Location

Canada

Thomas Holmes Work

2026 - now Wealth Advisor and Principal @ Foundry Wealth Group
2017 - now Wealth Advisor @ CI Assante Wealth Management
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2017 - 2026 Partner @ White & Holmes Financial Group of Assante Capital Management Ltd.

2015 - 2017 Regional Vice-President, Wealth Planning @ CI Global Asset Management
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2013 - 2016 In- depth Tax Part 1 Group Study Leader @ Chartered Professional Accountants of Canada (CPA Canada)
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2014 - 2015 Senior Manager, Tax @ BDO Canada
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2011 - 2014 Manager, Tax @ BDO Canada
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2009 - 2011 Senior Accountant @ BDO Canada
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2006 - 2009 Staff Accountant @ Deloitte
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Thomas Holmes Education

Canadian Securities Institute
Chartered Investment Manager (Investments)
2021
CICA In-depth Tax Course
(Tax)
2010 - 2012
CA School of Business
Chartered Accountant (Accounting)
2006 - 2009

University of Manitoba
Commerce (Accounting and Marketing)
2001 - 2005
Financial Planning Standards Council
Certified Financial Planner

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Thomas Holmes Summary

Thomas Holmes, based in Canada, is currently a Wealth Advisor and Principal at Foundry Wealth Group. Thomas Holmes brings experience from previous roles at Assante Wealth Management, White & Holmes Financial Group of Assante Capital Management Ltd., Assante Private Client and CPA Canada (Chartered Professional Accountants Canada). Thomas Holmes holds a Chartered Investment Manager in Investments @ Canadian Securities Institute. Thomas Holmes has 1 emails on RocketReach.

Thomas Holmes Emails

Found 1 emails

@assante.com

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Thomas Holmes

Wealth Advisor and Principal at Foundry Wealth Group

Canada
1
- assante.com

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Top Foundry Wealth Group Employees

Thomas Holmes

Wealth Advisor and Principal at Foundry Wealth Group

Canada
1
- assante.com

View Similar Profiles

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