What we do | Balfe Martin Private Wealth

Wealth management

We take a detailed approach to managing your wealth while always keeping an eye on the bigger picture: that money is a tool to help you achieve your goals. That’s why we take the time to get to know you, your family, and your unique needs to ensure challenges are overcome, opportunities are capitalized on, and that you can make memories that last a lifetime.

Financial planning

We guide you in charting a unique path toward your goals, providing fresh and tailored advice that considers the specific short- and long-term needs of you and your family.

Insurance planning

We ensure the protection of your most precious asset – your family – through comprehensive insurance planning that’s truly tax efficient.

Estate planning

We help you plan for tomorrow today by empowering you to retain more of your assets, protect your estate, and ease the transition of assets to future generations.

Retirement planning

We prepare you to live the life you’ve always dreamed of by ensuring you capitalize on every opportunity to save more, and make more, of your hard-earned wealth.

“We’re not just managing your money; we’re helping you send your kids to school, build memories on vacation, and set up your legacy. Your most precious asset – your family – is being taken care of, and we never lose sight of that immense responsibility.”

— Sean Martin

Investment management

We keep things simple by aligning your investments to your values and by focusing on generating steady, long-term growth for years to come. And with Private Investment Management, RBC’s premium portfolio offering, we provide a series of industry-leading benefits that set you apart.

Personal service

We pride ourselves on doing our best for each client, one client at a time. To us, that means making sure you have access to our expert advice at any time, for any reason.

Full customization

Your portfolio is tailored to your personal values, risk tolerance, return expectations, and other aspects that are outlined in your investment policy statement (IPS).

World-class resources

Our expert recommendations are backed by the world-class resources of Canada’s largest financial institution and the largest full-service wealth management firm in Canada.

Regular reviews

We proactively seek opportunities to better align your values to your investments and regularly review your portfolio to make personalized adjustments.

“Your investment portfolio is the engine that helps you get from point A to point B, and we want to make that journey as comfortable as possible. That’s why we mitigate risk by investing in long-term wealth creators with a proven track record. It’s not rocket science, but it takes discipline.”

— Brian Balfe

Realize your dreams. Build new memories. Secure your legacy.

Discover what a client-first approach can do for you.