“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry
Picturing your ideal future is often blurred by the complexities of wealth management. At Lakeshore Advisory Group, our aim is to help clarify our clients’ visions through planning, education, and a strategy built to secure their future for generations to come.
who we are
Approachable. Passionate. Dedicated.
As one of the leading investment advisor teams at RBC Dominion Securities, we’ve never lost sight of what’s important: being there for our clients – always. We pride ourselves on being approachable, no matter your financial concern or opportunity, providing passionate and expert advice in all aspects of wealth management, and remaining dedicated to helping you achieve your goals, now and in the future.
Bill Holmes
Blaire Lupton
What we do
Big-picture thinking. Detail-oriented solutions.
Helping you see the bigger picture and achieve your goals starts with careful attention to detail. That’s why our pragmatic and client-focused approach to wealth management centres around education, retirement planning, strategic investing, and the maintenance of your wealth for generations to come.
Financial literacy
Education is at the core of everything we do. We are deeply committed, personally and professionally, to your financial literacy, offering educational resources and partnering with you throughout the process to help instill confidence in every financial decision you make.
Retirement planning
We believe a wealth strategy is incomplete without a comprehensive retirement plan. In partnering with us, you'll know exactly how much money you’ll need for retirement, what to do in case of an unforeseen family event, and how to protect your wealth for generations to come.
Strategic investing
Our investment approach is pragmatic and personalized. By investing in reputable businesses with proven track records, we build your portfolio to bolster your unique vision for retirement, align with your risk tolerance, and exceed expectations by enhancing and protecting your wealth.
Multi-generational wealth
At the Lakeshore Advisory Group, your family is ours. In defining and communicating your family values, you’ll have taken an essential step in the process to help ensure your wealth management strategy is well rounded and secure for multiple generations.
360 degrees of expertise
As a client of the Lakeshore Advisory Group, you – and your finances – are surrounded by a support system of experts equipped to provide you with industry-leading solutions in all areas of wealth management.
- Managing your investments
- Risk management
- Managing family wealth
- Minimizing taxes
- Optimizing business wealth
- Retirement and financial planning
- Will and estate planning
- Charitable giving
- Protecting your estate
- Educating the next generation
- Providing wellness resources
- Coordinating banking needs
Blog
Thought leadership on all things wealth management
From industry-leading insights on current market trends to the latest take on wealth management as a whole, our blog is backed by the knowledge and expertise of RBC Wealth Management and our extended partners.
Podcasts
Demystifying your finances, one educational seminar at a time
Financial literacy is a journey to financial freedom, and it’s our mission to provide you with the education you need to navigate it with confidence. Here, you’ll find a series of complimentary educational seminars covering a variety of popular topics, including the Canada Pension Plan (CPP), Old Age Security (OAS), and more.
Changing jobs? What will happen to your company pension? Understanding your LIRA and how to get the most out of it.
Most Canadians are familiar with RRSPs and TFSAs, but they aren’t the only registered accounts for retirement savings. The Locked-In Retirement Account (LIRA) is an underappreciated and misunderstood way to help contribute additional retirement savings you can use in your later years. For those changing jobs or looking for new opportunities and wondering about the pension plan they’ve been contributing to, this complimentary education seminar will help ensure you maximize it.
Learn how to get the maximum when converting your RRSP to an RRIF
Decisions about how and when to convert your Registered Retirement Savings Plan (RRSP) to your Registered Retirement Income Fund (RRIF) are not as straightforward as they may appear. There are an array of factors to consider that can either increase or decrease the money you receive in retirement. You only get one chance to get this right, and this educational seminar will empower you with the knowledge you need to determine how to pay for your retirement and build your income effectively in the process.
Learn how to get the most out of your Canadian Pension Plan & OAS and avoid costly mistakes
The Canadian Pension Plan (CPP) and Old Age Security (OAS) are keystones in the Canadian retirement landscape that can help set you up for success and maximize your wealth for the future. There have been a number of changes and enhancements to both programs over the last several years. This educational seminar will help provide those approaching retirement an overview of your options and offer best-in-class strategies.
Retirement Resources
The right tools for the job: securing your financial future
In addition to a pragmatic, fully customized, and goals-based wealth management plan, our team offers a series of helpful tools and guides to assist in assessing your current situation and planning for the future.
Executor tool
Settling an estate? Answer simple questions about your role as executor to find the right solutions and services.
Family wealth planning guide
10 helpful strategies to help you protect assets, reduce taxes, plan for retirement, and maximize your estate.
Retirement planning checklist
Moving into retirement? Check the boxes on all your most important financial details first.
Estate planning guide
Plan for tomorrow, today. An estate plan helps to reduce expenses and simplify the transition of assets.
Business owner’s guide
Explore 10 key wealth management decisions every business owner should consider to help optimize your finances.
Administrative support
Signing onto WM Online for the first time
Want to access your account information, eDocuments, and more? Follow these five simple steps.
Understanding your monthly statements
Get a breakdown of your DS statement, from your statement of account to your portfolio review statement.
How-to guides & support for WM Online
Looking for more? RBC Wealth Management Online offers a series of how-to guides to make life easier.
As a retiree, I thought I would have a lot of time to make decisions on my investments, but soon decided that wasn’t the case. I have been working with Bill Holmes for many years now, and his balanced investment plan has provided me with a better stream of income than I could have accomplished.
– Jim B., retiree
Ready to see the bigger picture?
Let’s talk through the details and create a plan to bring it to life.
Email:bill.holmes@rbc.com
Phone:905-469-7010