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Our team of expert advisors takes pride in making your wealth feel simple. Whether you’re running a business, organizing an estate, or just managing personal wealth, we will tailor an easy-to-follow plan that brings you closer to your goals.
Brendan takes pride in making your wealth feel simple. His role is to understand your greater financial picture, build a wealth strategy that keeps you on track to your business and life goals, and break down all the complex challenges you face into manageable steps.
Brendan founded our team in 2013, after nine years in the industry. His past experience as a financial advisor helped shape his approach to investment management: uncovering your life’s priorities, establishing a plan, then crafting a portfolio to match. Then, Brendan draws on RBC’s industry-leading wealth specialists to offer support in tax minimization, estate planning, insurance solutions, business planning and beyond. “I’m here to help my clients sleep soundly at night,” as Brendan likes to put it. “It’s important they know we’ve got them covered from every angle.”
In addition to a Bachelor of Commerce degree in entrepreneurial management from Royal Roads University, Brendan holds the coveted Chartered Investment Manager (CIM) designation. Beyond that, he has completed several industry courses throughout his career to remain current in the ever-evolving world of wealth management.
Outside of the office, Brendan loves to spend time in his community. He is passionate about supporting local causes, such as Y.A.N.A., the Comox Valley Child Development Association (CVCDA), the Pacific Salmon Foundation, and Courtenay Little Theatre. Somers Private Wealth is also proud to be the title sponsor for The Mayor’s Charity Classic Golf Tournament.
In his free hours, Brendan enjoys spending time with his wife, Lauren, and his growing family. His motto, “family first,” extends to his clients – he appreciates hearing about each client’s family tree and supporting them through generations.
Senior Associate Advisor
As a licensed associate advisor, Charlene works alongside Brendan to support your investment and wealth needs. She applies her 30 years of knowledge and experience in the financial industry to help implement and monitor your investment portfolio, and coordinate the various wealth planning services we provide.
Charlene started with RBC Dominion Securities in 1991, fulfilling her passion for finance and desire to learn, and she has never looked back. Her dedication and attention to detail managing your administrative needs has made her an invaluable resource for our team and clients alike. Charlene takes great pride in building strong relationships and thrives when proactively delivering the highest standard of service.
Charlene is involved in the community through a number of organizations, including her volunteer work with Y.A.N.A, Coldest Night of the Year (CV Transition Society), Habitat for Humanity, and Kitty Cat Prevent-A-Litter Society. She has also initiated and organized different RBC team grants over the years to benefit local causes. Charlene enjoys spending time with her family, exploring the many outdoor trails the Comox Valley has to offer and being on the water with her dragon boat team.