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


519-539-9821 | Email me

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.