The best way to help you, is to ensure we work together on all your goals to achieve them.
As one of eight children, growing up on a dairy farm outside of Ottawa, I learned from a young age to start work early and to work hard. This is a work ethic that has served me well through my business career and serving my clients at Edward Jones.
As a graduate from Algonquin College, Ottawa, in Business Administration, my degree helps me in goal setting and planning. Working closely with my clients, enables me to help them achieve their long-term financial goals, while assisting with everyday financial strategies for individuals and families. A previous 25-year career in the life insurance industry, taught me the importance of estate planning. This assists me in helping clients of all ages with their estate planning strategy.
Since change is the only constant, the financial industry has also seen many changes over the years. To manage these changes, we are encouraged to continue our education on a regular basis. To this end, my CFP (Certified Financial Planner) designation indicates my commitment to continued education. This reminds me to work hard for my clients to keep them up-to-date with these changes so they can make the best decisions for their future.
Our branch, located in Delta, BC., prides itself in the service we provide to our clients, keeping in touch on a regular basis. The branch office assistants, Tanya and Megan, are known to our clients on a first-name basis because of their personal interest in each member of the family.
On a personal side, we have two fur babies which leaves us time for travelling and discovering diverse countries and cultures, which we deeply appreciate. My sports coaching/playing days are somewhat in the past, but my armchair quarterbacking abilities are at an all-time high level of expertise.
My Personal Interests
- Movies & Entertainment
Phone NumberCarman K Holmes at (604) 596-8481
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 05:00PM|