Bill Holmes, CIM, FMA, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

905-469-7010 | Email me

As the Vice-President and Portfolio Manager at the Lakeshore Advisory Group of RBC Dominion Securities, Bill Holmes is recognized as one of the top Financial Advisors in the firm, offering fiduciary counsel to high-net worth investors in the Halton area for over 17 years.

Background:
Bill joined RBC Dominion Securities in 2003 after working at one of Canada’s leading financial services firms. His team delivers a sophisticated client-centric approach with a mission to exceed client expectation through transparent, tailored and empathetic counsel. The Lakeshore Advisory Group yields high performance through their delivery of unparalleled service.

About Bill:
Often described by colleagues and clients as down-to-earth, personable and highly intelligent, Bill is dedicated to delivering pragmatic, result-oriented solutions to all affluent clients.

As a former professional athlete, Bill translates the same insatiable drive and pronounced dedication used while playing professional baseball into his everyday business practice at the Lakeshore Advisory Group. Bill and his team apply a client-centric approach based on principles of hard work, dedication and integrity. 

Having attended prestigious Mariette College in Marietta, Ohio and graduating with a Bachelor of Finance and Accounting with Distinction (Cum Laude), Bill was then drafted by the Pittsburgh Pirates in 1989 where he played professional baseball for 2 consecutive years before entering the world of finance. During his time with the Pittsburgh Pirates, Bill broadened his perspective scope travelling across the United States and Mexico with his team.

A fondness for finance and passion to help others propelled Bill to pursue a long-term career in Financial Advising:

“I believe in changing people’s lives, not just their net-worth statements. I think this industry can be more than financial advice – it’s about developing sophisticated roadmaps and forming sincere relationships. I outline goals based on individual circumstance, not according to a generic template, which makes every plan a personal endeavour. The satisfaction I get is from knowing that if a plan is executed properly it has the potential to secure assets for generations to come, which is a monumental success. Not only is there an opportunity to preserve wealth but also find solutions to common concerns and fears. These are somewhat tough journeys that many clients encounter. Much like a doctor who prescribes a medication for a malady, I employ the same technique: I make a diagnosis, review the facts and offer tailored and specific solutions on a case by case basis.”

Charitable Involvement:
For the past 10 years Bill has been an advocate for Children and their families suffering from Mental Health issues. As a founding member of the Regional Centre for Kid Foundation (ROCK) Bill is determined to improve the quality of life of children and their families affected by mental illness and has helped the ROCK Foundation raise over $500,000 since its inception.

Other Interests:
A dedicated family man, Bill enjoys spending quality time with his wife, Antoinette, and two daughters, Alexandra and Katherine and has hopes to travel around the world one day with his family. In addition to being passionate about sports, Bill enjoys cooking and reading during his spare time.

Blaire Lupton

Associate Advisor & Financial Planner

905-469-7016 | Email me

The Lakeshore Advisory Group is made up of a team of investment professionals that are committed to building your future and your trust. The team is comprised of a core group of professionals, who each bring a unique set of skills to the team. All members are highly qualified and are always willing to help you with your wealth management experience.

Mark Skeggs CPA, CA, CFP, TEP
Business Owner Specialist
High Net Worth Planning Services 

Click here to read Mark’s Bio

Richard Todd CFP, CLU, CFC
Estate Planning Specialist 

Click here to read Richard’s Bio

Grant Henri CFP, PFP, Pl.Fin
Financial Planning Specialist 

Click here to read Grant’s Bio

Catherine Nicholls LL.B, TEP
Will and Estate Consultant 

Click here to read Catherine’s Bio

Professional Referrals

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting, retail banking and commercial banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we’re all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.