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At Balfe Martin Private Wealth, we are focused on doing our best for each client, one family at a time. We recognize our deep responsibility of managing livelihoods with a disciplined approach, and our team is dedicated to helping our clients create memories and leave a legacy.
Senior Portfolio Manager & Investment Advisor
Brian’s interest in the financial industry began in high school and continued through college, where he took advanced classes in accounting and finance. Shortly after he completed a diploma in business administration, a deep recession occurred, causing a course change for Brian: A long-time active sailor, fisherman, and scuba diver, he found himself working in search-and-rescue with the Canadian Coast Guard. What followed is an 18-year marine career for Brian, serving as a professional mariner and, later, as a senior advisor at Transport Canada. But, feeling the pull of his passion for business and finance, Brian completed a Bachelor of Commerce degree at Royal Roads University and joined RBC Dominion Securities in 1999.
Today, Brian’s work as a senior portfolio manager and investment advisor parallels his time in the marine field: helping clients develop goals and plans, and assisting them in navigating from where they currently are to where they want to go in a reliable and efficient manner. Brian’s role in helping clients stay on track takes many forms. It means helping clients keep emotions out of their financial decisions, investing their hard-earned money in secure, wealth-creating businesses, and tracking progress toward their goals, making ongoing adjustments as the economy and markets change. Ultimately, it’s about helping clients achieve the peace of mind that comes with creating financial security and a lasting legacy for their families.
Brian and his wife, Marie, consider themselves fortunate to live in the Comox Valley near their three adult children and their four young grandkids – the joys of their lives. Outside of work, Brian enjoys staying active year-round through fishing, hunting, and flying small aircraft. He is also passionate about giving back to the community. Brian is a founding board member and president of the Pacific Region International Summer Music Academy (PRISMA). He also sponsors the performing arts in the Comox Valley and Powell River, as well as the Comox Valley Youth Music Centre (CMYC), Strathcona Symphony Orchestra (SSO), John Howard KidStart Program, and You Are Not Alone (YANA).
Portfolio Manager & Wealth Advisor, Financial Planner
Sean has been studying and participating in financial markets for the past 15 years and has spent the last seven years serving high-net-worth investors and their families. Prior to moving to RBC Dominion Securities in 2017, Sean worked with a large wealth management team at another bank-owned brokerage firm, where he specialized in serving small business and high-net-worth clients. Sean graduated from the University of Victoria with a Bachelor of Science degree in a combined major of Financial Mathematics and Economics.
Today, Sean focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design and composition for our team. His specialty is tax-efficient income-generating stock and bond portfolios. He has also achieved the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Personal Financial Planner (PFP), and Fellow of the Canadian Securities Institute (FCSI) designations. These designations build the skills required to serve more sophisticated financial clients, and he has learned how to implement advanced investment and financial planning strategies and evaluate portfolio performance. This level of knowledge means that Sean is an investment expert, capable of advanced financial planning, service, and advice.
Sean is an islander, born on Vancouver Island and raised in Parksville, and now resides in Courtenay with his wife, Taleah, and their two daughters. Outside of spending time with his family, he enjoys road cycling for charity, hiking in Strathcona Provincial Park, fishing on the west coast, and kayaking around the gulf islands. Sean is also a black-belt practitioner of a Japanese sword martial art called Iaido, an ancient Samurai training art based on discipline and self-awareness. When Sean is not working or training, he donates his time to You Are Not Alone (YANA), Rotary, Toastmasters, Junior Achievement, and the Royal Canadian Legion.
Senior Associate
Dylan is a knowledgeable senior associate with over two decades of experience at RBC Dominion Securities. Prior to joining our team in 2022, he served in various roles at the Courtenay branch before working his way up to associate on another successful wealth management team. Dylan’s role varies widely day to day, from supporting our leaders with the rebalancing of client portfolios to answering client inquiries – simple or complex – in an efficient manner. A natural problem solver, he is also focused on financial planning and ensuring our clients have a clear path forward toward their goals. Dylan provides a calming presence in the office and prides himself on strengthening relationships through an excellent personalized client experience.
Dylan grew up on northern Vancouver Island, which instilled a love of being near the ocean. In his downtime, he enjoys spending time with his wife, Melissa, their daughter, Riley, and their flat-coated retriever, Bo. He also stays active by playing hockey, hiking, and mountain biking on the local trails.
Associate
Jamie has been working at RBC Dominion Securities since 2013, having spent the first eight years of her career in a branch operations role. Prior to joining the financial services industry, she earned a Bachelor of Business Degree in Accounting from North Island College where she developed a strong interest in the investment industry and its forward-looking approach. As associate, Jamie manages many of our day-to-day interactions with clients, from administrative tasks to client education regarding the access of their banking information. She handles every request with a friendliness that’s contagious and a true eagerness to deliver peace of mind to our clients and their families. She loves the variety in her role and thrives in the relationship-based approach of our team.
Outside of work, Jamie enjoys spending time with her partner, Matt, their two rescue cats, Aby and Ally, and her extended family.
Marketing Associate
Pat brings over 50 years of financial services experience to Balfe Martin Private Wealth. After taking a secretarial course at the British Columbia Institute of Technology, she began her career in 1972 as a stenographer at the Hastings and Granville branch in downtown Vancouver, working her way up through a variety of positions before joining our team. An expert in all things administrative, Pat takes great pride in being our clients’ first point of contact, connecting them to the right experts, and supporting our team members with a variety of tasks. She enjoys providing a comfortable, welcoming, and efficient service to our clients and values the meaningful relationships she’s been able to form with them over the years.
Pat and her husband, Andy, have an adult son and two grandchildren. In her spare time she enjoys spending time with her family, baking, and gardening.
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