Brian Balfe

Vice-President, Portfolio Manager & Investment Advisor

250-334-5600 | Email me
250-338-0496
1-800-668-2177

Brian Balfe graduated from Royal Roads University in Victoria  BC with a Bachelor of Commerce  degree. Brian's credentials allow him to provide discretionary money management services.  With 20 years in Wealth Management, Brian is dedicated to helping his clients achieve their financial goals through a comprehensive wealth management process. In recognitions of his achievements, he has been named a member of the firm's Executive  Council, which is reserved for leading advisors.          

Don Somers

Investment Advisor

250-334-5610 | Email me

Don Somers is educated in Business Administration and Civil Technology, with a broad experience in wealth management, With 20 years in Wealth Management, Don's ability to connect with clients and establish a trusting relationship has brought comfort and success to his clients and their families. 

 

Karen Ray

Branch Operations Associate

250-334-5605 | Email me

Karen Ray, Associate Advisor, has 23 years of Financial Industry experience. She has spent 19 years in Wealth Management Services where she has worked closely with clients and their portfolios. Karen is a fully licensed associate and is also the team's marketing strategist and technical assistant.

Pam Keller

Branch Operations Assistant

250-334-5608 | Email me

Pam Keller, Associate, has worked for RBC DS for 23 years and the financial industry for over 43 years. As a fully licenced associate,  Pam is an integral part of the team, and is second to none in client service.

Pat Gerlach

Branch Operations Assistant

604-485-8453 | Email me

Patricia Gerlach, Assistant, oversees the Powell River office and team administration. She brings with her over 45 years of Financial Services experience and is an important liaison for clients.