A CLEAR PATH TO THE LIFE YOU ENVISION

We’ve invested in our future for nearly 100 years. Leverage our trusted expertise and exceptional service to build your future, too.

We’ve invested in our future for nearly 100 years. Leverage our trusted expertise and exceptional service to build your future too.

HEAR OUR STORY

A MESSAGE FROM THE HOLDUN TEAM

There’s something uniquely special about carrying on a family legacy. When Sir Herbert Holt emigrated from Ireland to Canada, he built an impressive empire and led the Royal Bank of Canada to great success, but his greatest success of all was ensuring that generations to come would enjoy prosperity too. The valuable lessons he formed have been passed on for five generations, and Holdun’s goal is to share this expertise with you, to build a better future together.

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GLOBAL VISION WITH A PERSONAL FOCUS

Experience at our core: We have five generations of experience and trust within our field. We invest our clients’ money like we do our own, and that makes for a uniquely transparent relationship.

An invested interest: As your wealth management advisor, we’re not bound to any institution, which means we can strategically invest your money. Our interests are aligned with yours, and we’ve outperformed the regular market consistently over the years.

Tailor-made to your needs: No two families are identical, nor are our families. Our vast set of financial solutions ensures we can take a carefully-curated approach to every single person.