RBC Dominion Securities - Linda Holmes
A caring advocate for her clients’ best interests, Linda joined the investment industry in 1999. With Linda, you’ll receive uniquely personalized investment advice and coaching. Using her combination of skills, compassion and experience, she does more than simply provide wealth management services –guiding her client through complex financial issues and life stages. Investment management is just one component of a comprehensive wealth strategy. Through RBC Wealth Management, Linda also provides: • Retirement planning, to help you achieve the retirement you deserve • Tax planning, to ensure you aren’t paying more tax than you need to • Investment management, to help you meet your investment objectives • and manage risk • Estate planning, to ensure the effi cient transfer of your wealth to loved ones when the time comes • Business succession planning, to create a smooth transition or sale of your business We could all benefit from a personalized roadmap. To get started, or for an objective review of the plan you have in place, give Linda a call today. Her review may uncover some opportunites you were not aware of and that could be implemented or it may simply give you peace of mind that you’re on track to the financial future you want. Isn’t that worth a conversation?