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Balfe / Somers Wealth Management

      BRIAN BALFE & DON SOMERS                

          Brian Balfe and Don Somers

           Total Wealth Management


Balfe / Somers Wealth Management of RBC Dominion Securities follows a total
Wealth Management approach.



Getting the right investment advice is a key    part of managing your wealth. But it’s just one part of a bigger picture.
You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate
                                                              in a tax-efficient manner.

Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. We will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life.


Accumulating your wealth – growing your assets for future goals like retirement.


Protecting your wealth – maintaining your assets to protect your financial well being


Converting wealth – creating an income stream to live the retirement lifestyle you want.


Transferring wealth – creating a lasting legacy for your family and other beneficiaries  


Balfe / Somers Wealth Management of RBC Dominion Securities offers access to several wealth management services, including financial planning, Will and estate consultations, and insurance strategies.