Our team

Paul W. Holmes, MPA, CIM, CFP®

Portfolio Manager
Senior Wealth Advisor

Paul W. Holmes

Paul is a Portfolio Manager and Associate Director, Wealth Management at Scotia Wealth Management. Paul’s team-based approach to wealth management provides affluent families, professionals and business owner’s resolution to life’s complex financial challenges. As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with 23 years of experience in the financial services industry, Paul has gained a keen understanding of the financial marketplace, and most importantly, how to make it work for the benefit of his clients. Licenced as a discretionary Portfolio Manager, Paul builds investment portfolios based on intensive research and due diligence only after fully understanding a client’s risk tolerance and personal goals. When not meeting clients or analyzing stocks, Paul enjoys an active lifestyle engaging in squash, yoga, hiking, fly-fishing and skiing in the great BC outdoors. Along with his wife and two children, he also supports many charities including Power To Be, Victoria Hospice, Canadian Cancer Society and The War Amps.