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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.