- Invest for your future
- Private Investment Management
- Investment solutions
- Live well in retirement
- Retirement planning
- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Optimize your business
- Business planning
- Business owners guide
Balfe/Somers Wealth Management
BRIAN BALFE & 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 its 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.