Lakeshore Advisory Group

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, CIM, FMA, FCSI

Senior Portfolio Manager & Wealth Advisor

Phone Number905-469-7010

Email me

As a former professional baseball player drafted by the Pittsburgh Pirates in 1989, Bill knows what it takes to dedicate time and energy toward accomplishing a dream. Now, with over 25 years of experience as one of the top investment advisors at the firm, and with the same unrelenting work ethic that helped him succeed in sports, his goal is helping his clients accomplish theirs.

Prior to professional baseball, Bill attended the prestigious Marietta College in Ohio, where he earned a Bachelor’s degree in finance and accounting, furthering his childhood interest in the markets and strengthening his belief in the importance of financial literacy. Bill then entered the world of finance at one of America’s leading insurance firms, but knew that he wanted to have a more positive and measurable impact on the lives of his clients in the complex but rewarding realm of wealth management.

Through dogged determination, Bill returned to Canada and became a financial advisor at a leading financial services firm, later joining RBC Dominion Securities in 2003. In laying the foundation for his current practice by forming countless meaningful relationships with clients and their families, Bill came to recognize his ultimate purpose: to educate his clients on retirement income planning and to work alongside them to bring their visions to life.

A dedicated family man, Bill loves to spend quality time with his wife, Antoinette, and two daughters, Alexandra and Katherine. He’s also passionate about sports, cooking, and reading, and plans on one day travelling the world with his family.

Lakeshore Advisory Group of RBC Dominion Securities

The first step to uncovering your dream – and organizing your finances to help accomplish it – is a simple conversation.

Email: bill.holmes@rbc.com
Phone: 905-469-7010

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Bill is always available to talk and set up scheduled bi-annual meetings without question. Our meetings are never rushed and his team takes a very proactive approach to my family’s financial needs by informing us of new programs and other value-added services. I highly recommend Bill and his team. I truly believe they care about each and every one of their clients.

– Mark S., entrepreneur & business owner

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Let’s talk through the details and create a plan to bring it to life.