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Clive Holmes
Marie Lefebvre

Tel: 519-753-8455
Fax: 519-753-8457
Toll Free: 1800-616-7967

Address
195 Henry Street
Brantford, ON
N3S 5C9
Map

Clive Holmes 
Investment Advisor

Clive Holmes has over 25 years in the investment industry, with a vast background that includes experience on the institutional sales desk, operations, retail sales, and the manufacturing and distribution side of the business. Started his career after attending the University of Guelph and entered the industry on the institutional sales side as a fixed income specialist before moving into the operational side with positions in risk and credit departments and then compliance and client services.

Prior to joining BMO Nesbitt Burns in 2014, worked as the Senior Vice-President for Horizons Exchange Traded Funds where he was part of the team that grew from a start-up to over 5 billion in assets by the time he left. Clive previously worked as an Investment Advisor in British Columbia, building and managing a book of clients in excess of 100 million in assets.

Clive has been married for over 22 years to his wife Debbie, and they have 2 children named Josh and Katie ages 19 and 16, along with Dawson their Bernese Mountain Dog. Clive enjoys watching sports particularly his Green Bay Packers, and playing golf is one of his many passions!

 

Our Partners

Darren KnottCFP®, CLU, CH.F.C
Estate and Insurance Planning

Darren graduated from the University of Guelph with a BA in Economics and entered the financial industry in 1987 with Mutual Life of Canada. He went on to obtain the CERTIFIED FINANCIAL PLANNER® professional, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.) designations. Darren joined the BMO Nesbitt Burns Estate and Insurance Planning team in September of 2015 after spending the last 14 years with CIBC Wood Gundy.  

Darren served on the Board of Directors for three years with The Learning Disabilities Association of London-Middlesex as well as with ADVOCIS on London's Board of Directors for eight years including a one year tenure in the role of President.

  

John M. Paniccia, CPA, CA, CBV
Business Advisory & Succession Planning - Central CanadaBusiness Advisory & Succession Planning - Central Canada

John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealth planning and transfer.
 

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.
 

John holds an Honours Degree in Business Administration from the Schulich School of Business, York University, and is a Chartered Accountant (CPA, CA) and a Chartered Business Valuator (CBV).

  

Chris Markou, LL.B, B.A. (Hons)
Senior Manager, Trusts and Estates - Central

As Senior Manager, Trusts and Estates in the Wealth Management Group, Chris provides guidance to BMO Nesbitt Burns Wealth Management Consultants and Investment Advisors with respect to estate and trust matters, including assistance in developing comprehensive estate plans and with the administration of estates.

Prior to joining BMO Nesbitt Burns, Chris operated his own law firm, worked as in-house counsel with an insurance company, and worked in the estates and real estate groups in one of the largest and oldest law firms in Brampton, Ontario. He provides support and direction on complex issues related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.

Chris has been actively involved in the community as a member of numerous boards and committees, and has chaired and presented at several programs for the Ontario Bar Association.
 

Linda Leung, CPA, TEP
Director, US Tax Planning

Linda is responsible for providing Investment Advisors and their clients with Canadian and US tax planning support. Before joining BMO Nesbitt Burns, Linda was a member of a global tax team at a large consulting firm where she assisted individuals in understanding the Canadian, US and international tax implications of their various forms of compensation. Prior to that, she was employed by a large, international accounting firm in their International Assignment Services and Small Business tax groups.
Linda has expertise in US personal tax matters and can provide guidance on cross-border personal income tax issues. In her previous role, Linda was also involved in the design and execution of global executive compensation and share plans.
Linda is a Certified Public Accountant (CPA) and a member of the Society of Trust and Estate Practitioners (TEP).
 

James Waters, BBA, CFP, CIWM
Director, Wealth Planning at BMO Wealth Management

Analytics and analysis have always been James’ forte and he is passionate about helping people. As a result, James has been captured by the art of Financial Planning since first being exposed to it in school. Since 2008, he has made it his mission to develop his craft to be at the absolute pinnacle of the industry. At BMO, James is part of an integrated team of in-house technical specialists that work together to facilitate a superb client experience that delivers customized solutions to address the unique and complex needs of clients.

James has been in the Wealth Management industry nearly a decade. During this time he has worked at boutique investment firms, large insurance companies and as a subject matter expert for Moody’s Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes

Outside of work, James enjoys competing in sports including softball, golf, and hockey or coaching ski racing and soccer. If you do not see him creating a yard sale on the hill, tripping over the blue line or trapped in a golf bunker, he is likely on a hike with his family around one of the many trails in Hamilton. James currently resides with his wife and family in Burlington.