How We Can Help You

As part of the Scotia Wealth Management, Holmes Portfolio Management delivers tailored solutions through comprehensive financial planning, supplemented by a team of will/estate, insurance, and business succession experts.

We offer a personalized client experience to professionals, business owners, and not-for-profit organizations. By providing honest, reliable wealth management advice, we work to ensure the financial well-being of each of our clients.


For more information, or to schedule a consultation with Holmes Portfolio Management, please contact us today.