Our Team

Paul W. Holmes, MPA, CIM, CFP®

Portfolio Manager

Paul HolmesPaul leads one of Victoria’s pre‐eminent wealth management teams. With over 20 years investment experience, his team is dedicated to the needs of his clients by providing customized financial solutions  together with the highest level of personalized client service. Paul lives in Oak Bay with his wife and two children. He is an avid squash player and enjoys fishing up island on an annual basis.


Janice Waring

Administrative Associate

Janice WaringJanice has been active in financial services for over 15 years, and became a licensed representative in 1986. Working closely with Paul, Janice handles clients’ inquiries, maintains and updates administrative reports, and arranges for client meetings and consultations. While she enjoys her role as an Associate, helping clients is her favorite component. As the initial point of contact on the team, Janice’s has expert insight on providing thoughtful solutions to complex issues as they arise. She is also active in her community, acting as a mentor in the Big Sisters program of Greater Victoria.

Joseph Taylor

Senior Will and Estate Planner

Joseph Taylor

Joseph is responsible for providing advice and guidance to Scotiatrust clients for their will and estate planning strategies. He brings a holistic approach to his clients’ situation, using his expertise to guide them towards the estate plan which best suits their circumstances. He has been with the Scotiabank Group since July 2005 and has over thirty years of estate planning experience. Joseph holds the Member, Trust Institute designation and has completed the Canadian Securities Course, through the Canadian Securities Institute. He is also a member of the Victoria Estate Planning Council. Joseph remains active in his community as a volunteer for the Partners with Youth Campaign through the YMCA of Victoria

 


Nancy Kemble, CFP®

Senior Financial Planning Consultant

Nancy KembleNancy has extensive experience providing financial and estate planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over more than 25 years working as a financial planning practitioner. Nancy holds the Certified Financial Planner designation from the Financial Planning Standards Council Through the Canadian Securities Institute; she has completed the Branch Managers’ designation, Canadian Securities Course and Personal Financial Planning course. Nancy is a member of the Insurance Counsel of British Columbia and holds a Life and Accident & Sickness Insurance License

Susan-Lee Halaburda

Insurance Consultant

Susan-Lee Halaburda

Susan-Lee has over 23 years of insurance industry experience. She believes that to provide the right insurance solutions for her affluent clients, she must listen closely to their needs with the goal of addressing today’s concerns and possible future issues. Her focus is on providing peace of mind and to offer client focused solutions for preserving and protecting wealth.

 


Tricia McIver, CPA, CA, FEA, TEP, CFP®

Business and Family Wealth Specialist

Tricia McIver

Tricia is a trusted team member who works with our business owners and affluent investors on the matters and challenges associated with their success and wealth. Areas of expertise include advanced tax planning, business transaction planning and corporate estate planning. Tricia works with our clients to address the unique planning needs of individuals with complex personal and business structures. Tricia’s approach involves exploring business and family continuity, contingency, financial security and legacy goals. Involving Tricia in meetings results in a highly tailored comprehensive strategic roadmap.

 

 
Holmes Portfolio Management - Scotia Wealth Management Victoria Banner