Linda Holmes, BBA, CIM, FMA

Investment Advisor & Financial Planner 

604-535-3854 | Email me

Linda joined RBC Dominion Securities in 1999 and has held key roles with the firm, including Senior Manager of Business Initiatives, Business Application Consultant and Investment Advisor Associate.  A graduate of Simon Fraser University, Linda obtained a Bachelor of Business Administration with a major in Finance. A firm believer in ongoing education, she has acquired the advanced industry designations of Canadian Investment Manager and Financial Management Advisor and is a licensed Insurance Representative.  Linda’s depth and breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.

Linda was born in White Rock, BC and grew up in South Surrey.  She spent many years in the lower mainland before moving to Toronto for three years.  She returned to South Surrey in 2014 with her two Ragdoll cats, Maggie & Wilson and her extended family lives nearby .

Linda currently serves as a Director on the board of the South Surrey White Rock Chamber of Commerce and is a member of the Surrey Board of Trade

Linda has expertise at her fingertips...

RBC Dominion Securities has an extensive back office that provides support in areas such as company research, analyst opinions, financial advisory topics, operations and administration, tax planning and many other areas.  In addition to the back office, Linda has local support to draw on.  Here is some information about the local team:

Doug Waymark, CFP, FMA

Financial Planning Consultant

Doug brings more that 30 years of experience in financial services to his role as a Financial Planner. Experience that has honed his ability to see clients successfully negotiate each stage of their financial lives. Committed to constant improvement, Doug has complimented his career experience with extensive professional training. He is a fellow of the Institute of Canadian Bankers, a Certified Financial Planner, and a Financial Management Advisor. In addition, he holds the Specialist Trust Institute designation.

 

Arne Perrin, B.COMM (HONS), CFP

Estate Planning Specialist

Specializing in estate planning, Arne provides solutions to various wealth management issues using insurance-based strategies. Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation today and at death.

 

Dana George

Will & Estate Consultant

Dana obtained her Bachelor of Social Work degree from the University of Calgary in 1999 and earned her Bachelor of Laws degree from the University of Calgary in 2002. She was called to the Bar in Alberta in 2003 and in British Columbia in 2005.

 

Eugene Dautzenberg, CPA, CA

Financial Planning Specialist

Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and
First Nations.  Eugene is a Chartered Accountant (CPA, CA) and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for Owner-Managed Business Course.