We’re committed to provide an optimal client experience.
Holmes Investment Management’s approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our skilled and knowledgeable team, coupled with our wealth advisory services and industry leading solutions, help our clients build and protect their wealth.
Our team has the collective expertise to advise you both personally, and professionally.
We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management:
- Wealth Management
- Retirement planning
- Business planning
- Estate and insurance services
- Tax planning
Backed by a 200-year legacy of trust, insight and thought leadership.
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.