Linda Holmes, Portfolio Manager of RBC Dominion Securities Inc.

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Surrey, BC
Linda Holmes, Portfolio Manager of RBC Dominion Securities Inc.

Helping individuals and business owners balance today's finances, build for tomorrow’s and be prepare

As an experienced investment advisor, with over 23 years of experience in the financial services industry, I am dedicated to helping my clients achieve their financial goals and build long-term wealth. I have developed a deep understanding of the complexities of investing and the strategies needed to succeed in today's markets. Throughout my career, I have worked with a diverse range of clients, i

ncluding high net worth individuals, families, and business persons. I am skilled in developing customized investment portfolios that are tailored to each client's unique needs and risk tolerance, and I take a disciplined approach to managing these portfolios to help ensure their long-term success. In addition to my expertise in investment management, I am also well-versed in financial planning and retirement planning. I understand the importance of taking a holistic approach to managing wealth, and I work closely with my clients to help them achieve their broader financial objectives. My commitment to my clients is rooted in a strong set of values, including integrity, transparency, and trust. I believe that building strong, long-term relationships with my clients is essential to their success, and I take pride in delivering exceptional service and support at all times. Whether you are just starting to build your investment portfolio or are looking for guidance on complex financial matters, I am here to help. I look forward to leveraging my years of experience and working with you to achieve your financial goals and build a brighter financial future.

08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

08/10/2026

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.

08/07/2026

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.

Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/4q5H9V5

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

08/03/2026

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.

Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/4hKK5UD

07/29/2026

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

07/28/2026

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a sell-off of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

07/25/2026

These 10 freelance gig economy jobs pay as much or more than full-time positions in 2026—some as high as six figures.

07/22/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4hpuWYK

07/03/2026

Tony Stillo, director of Canada economics at Oxford Economics, joins BNN Bloomberg to assess the BoC's monetary policy framework.

07/01/2026

Achieving a successful exit requires an understanding of how buyers evaluate businesses and proper preparation.

Address

400 – 2626 Croydon Drive
Surrey, BC
V3Z0S8

Website

http://www.holmeswealth.com/

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