At Holmes Murdoch Wealth Management, we prioritize trust. As discretionary portfolio managers in Victoria, BC, our clients trust us to make decisions that are in their best interest – to see the blind spots in their wealth plan and help them navigate moments of uncertainty. We never take that for granted; trust and transparency hold the relationship together.
Our experience combined with intensive market research and due diligence helps us design thoughtful investment portfolios that align with your risk tolerance and goals. Every investment portfolio fits within a wider financial plan that accounts for every aspect of your life that wealth touches – from retirement and estate planning to business transition and insurance needs.
The goal is confidence – confidence you know where you are financially and the decisions that will help you reach your goals.
Reach out to learn how we can get you where you want to be.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
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Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - October 27, 2025
China’s FOMO moment
China attracting about 15% of global equity flows is certainly evidence that it has shed the ‘uninvestible’ label. And perhaps investors are starting to feel a little FOMO.
Investor Strategy - October 2025
Defying gravity
At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of striking out or giving back too much of the gains, in case market gravity kicks in.