Holmes Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
Clarity. Confidence. Peace of mind in your financial journey.
Financial fitness looks different for everyone. At Holmes Wealth Management Group, our role is to help people find balance—managing today’s needs, building for tomorrow, and being ready for both the expected and the unexpected—so they can focus on what truly matters to them. We do this because we wholeheartedly believe in the health and wealth benefits of sound financial planning.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Testimonials
She is thorough in her review and ensures she understands all aspects of your life that may impact - positively or negatively - progress towards financial goals.
- John M. - March/2025
I wholeheartedly recommend Linda to anyone looking for portfolio growth, tax expertise and attention to detail – she is fantastic!
- Susan C. - September/2024
She is forward thinking, knowledgeable, professional, and offers timely, helpful advice. I feel well taken care of and recommend her without hesitation.
- Clare C. - February/2022
With Ms. Holmes help I was kept apprised of the progress of investments on a regular basis. I was impressed with the positive return such that as of this writing I am in the process of transferring the balance of my portfolio from Direct Investing to Dominion Securities.
- Barry G. - August/2021
When I do look my first reaction is WOW! I highly recommend Linda Holmes to anyone looking for a personable advisor who takes a genuine interest in her clients.
- Ramona K. - April/2021
Linda is absolutely wonderful to work with. She is very knowledgeable, friendly and professional.
- Eryn J. - May/2020
Linda is a very professional, knowledgeable, approachable advisor. She is a good listener that offers sound, helpful advice.
- Maureen L. - March/2021
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return