Linda Holmes, Portfolio Manager of RBC Dominion Securities Inc.

Home
Canada
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.

06/04/2026

You might be missing valuable tax credits, deductions, and filing opportunities. Here are nine ways to maximize your tax savings.

06/02/2026

As SpaceX eyes $2 trillion IPO, Canadian Space Agency reveals the state of our domestic space economy with some stellar gains tainted by the dark side of...

As SpaceX eyes $2 trillion IPO, Canadian Space Agency reveals the state of our domestic space economy with some stellar gains tainted by the dark side of the moon

05/30/2026

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations. Read more about how integrating real estate into a broader financial plan can help support long-term wealth goals.

Real estate can be more than an investment; it's a strategic tool to help build and preserve wealth across generations.

05/13/2026

Latest update: The Bank of Canada holds its interest rate at 2.25%. The post Bank of Canada Interest Rate Explained and How It Shapes Your Mortgage appeared first on RBC Royal Bank.

Latest update: The Bank of Canada holds its interest rate at 2.25%.

05/11/2026

Finance Canada releases paper that addresses the use of tax planning with private corporations. July 18, 2017. Feds launch consultation on tax proposals.

Finance Canada releases paper that addresses the use of tax planning with private corporations

05/07/2026

Prime Minister Mark Carney has announced Canada’s first national sovereign wealth fund, calling it the “Canada Strong Fund,” ahead of Tuesday’s spring economic update.

05/05/2026

Canada's inflation rate inched higher to 2.4 per cent in March, compared with 1.8 per cent in February, led largely by fuel costs amid the Iran war.

Canada’s inflation rate inched higher to 2.4 per cent in March, compared with 1.8 per cent in February, led largely by fuel costs amid the Iran war.

05/02/2026

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on what your goals are right now, you can also consider saving all or a portion for your financial future.

A few ideas:
- Pay down non-deductible debt: Reduce outstanding non-deductible debt that’s subject to a high interest rate like credit cards or personal loans.
- Education savings: Contributing to a RESP now means you're investing in your children's or grandchildren's future.
- Protect what matters: Update your Will or make sure your insurance coverage still fits your life today.

There's no one-size-fits-all answer. If you want to talk through how to prioritize your refund to align with your goals, you can reach out to me.

04/30/2026

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?

And here's something to think about: your kids' TFSA room is building right now too. From the moment they turn 18, contribution room starts accumulating, whether they open an account or not.

Reach out if you’d like to explore what this means for your financial plan and your family.

04/24/2026

Statistics Canada will reveal the early impacts of the Iran war's oil price shock on inflation when the agency reports its consumer price index for March on...

Statistics Canada will reveal the early impacts of the Iran war’s oil price shock on inflation when the agency reports its consumer price index for March on Monday.

Address

400 – 2626 Croydon Drive
Surrey, BC
V3Z0S8

Website

http://www.holmeswealth.com/

Alerts

Be the first to know and let us send you an email when Linda Holmes, Portfolio Manager of RBC Dominion Securities Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed Accountant in Surrey?