Investment Specialist

I'm located at
605 20th Street
Castlegar, BC

Ph:  250.304.7264
Email me

Jeff Holm
Mutual Funds Representative,
Qtrade Asset Management Inc.

Managing your finances can be complicated. How nice would it be to have somebody in your corner to help make sense of it all? As your local Investment Specialist, my philosophy is that a collaborative process makes the best plan. Putting your goals and objectives at the forefront of every conversation, I work with you to overcome obstacles and help you achieve financial freedom. .

I started in the financial industry 10 years ago after becoming frustrated at my own institution’s lack of interest in the financial wellbeing of its clients. As a Certified Financial Planner I have learned how to break down the concepts in banking and investing, and make them easier for everybody to understand. My passion comes from my desire to increase my members’ understanding of their finances, and it’s something I carry into every aspect of my position.

I live in Trail with my wife and two daughters. We have strong roots in the Kootenays, and love spending time with our families. I was thrilled to get an opportunity to live here after growing up in Edmonton. I can’t imagine a better way to raise my family than in the beauty of the Kootenays, enjoying the variety of activities it has to offer.

As a Kootenay Savings Investment Specialist, I look forward to working with you to help reach your financial Goals, together. .

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).