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.
Taxes
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
Read more
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - December 15, 2025
Ethos rewind: the year’s biggest themes
As is tradition, this final Ethos of the year takes a look back at the most popular editions based on clicks and views.
Investor Strategy - December 2025
Finish line in sight
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.