Richard Holmes

Vice President & Investment Advisor

519-539-1965 | Email me

Richard holds a BA in International Business Administration from the American University of Paris.  He has been practicing since 1983.  Richard was born in Toronto and attended the prestigious "University of Toronto Schools" (UTS)

 

Richard has consistently grown his business practice and was recently awarded by his firm with the title of V.P. This title recognizes his dedication to his clients and to providing his clients with superior investment advice and service.
 
Away from the office, Richard has been very active in the community.  He is  Past-President of the Woodstock Rotary Club and a Paul Harris Fellow,  He has coached soccer locally and curled abroad in Scotland.
 
Richard is a devoted family man and together with his wife Mary of 32 years, they have raised four children.
 
Richard and Mary have travelled extensively and have enjoyed hosting many travellers and exchange students.  They live a very busy and fulfilling life and are happy members of their community.

Randy P. Lee

Investment Advisor

519-539-3725 | Email me

Randy offers 25 years of experience as an Investment Advisor. He began his career as an Investment Advisor in 1990 with Richardson Greenshields. In 2006 Randy joined RBC Dominion Securities with his wife Cathy and colleagues Wilma Boughtflower and Richard Holmes. As well as being qualified as an Investment Advisor, he has obtained his Options Licence, Life Insurance and Accident Insurance Licence.

While leading an active family life with his three sons, Randy makes time to watch his kids play soccer, volleyball and basketball throughout the year. In the past, he has served as Director of the Woodstock Hospital Foundation and President of the Oxford Golf and Country Club (Craigowan).

His investment philosophy involves the preservation of capital while addressing each client’s individual needs.

Cathy D'Annibale Lee

Assistant

519-539-9821 | Email me
519-539-9259

Born and raised in Woodstock, Cathy as a solid connection to many of our clients.  Having worked with Richard and Randy for over 17 years, clients have come to trust Cathy and rely on her for personal service in all of their administrative needs.  With three boys, she spends much of her spare time out in the communtiy supporting their school events and their sports teams.  In addition, Cathy is an active member of the Zonta Club of Woodstock helping to empower women through service and advocacy.
 

Contact Cathy for all of your administrative issues including cheques and booking appointments with any member of our team.

 

Extended team

 

Phil Boglevsky, Financial Planning Consultant

In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Phil Boglevsky. RBC Dominion Securities comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future. 


Stephen Wiffen, Estate Planning Specialist

Working closely with your advisor, Stephen employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

Stephen Wiffen can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Stephen evaluates various insurance offerings from Canadas top-ranked insurance providers.        


Shannon Row-Ewing, Will & Estate Consultant

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Shannon, a Will & Estate Consultant.

Shannon works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Shannon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance strategies.