Balfe/Somers
Wealth Management Team
Pam, Brian, Pat, Don, Karen
Brian Balfe, B Comm., PFP
Brian is an Investment Advisor and graduate of Royal Roads University, Victoria, with a Bachelor of Commerce degree. Brian is firmly dedicated to his both clients and the Wealth Management process. As a member of the firm's Executive Council, reserved for the recognition of top performers, he believes continuing education is key to fiscal success and has worked over the years to augment his credentials accordingly.
Don Somers, Investment Advisor
Don is educated in business administration and civil technology, with a broad experience 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.
Brian and Don are experts in their field, each bringing a wide-ranging understanding of investments and the market to the table. Their ability to bring structure and planning to portfolios has helped build success for their clients and client's heirs.
Meet Our Team:
Karen Ray, Associate Advisor, has 14 years of Financial Industry experience. 10 of them in Brokerage Services where she has worked closely with clients and their portfolios. Karen is a fully licensed assistant and is also the team's marketing strategist and technical assistant.
Pam Keller, Associate, has worked for RBC DS for 11 years and the financial industry for 30 years.
As a fully licenced assistant, Pam is an integral part of the team, and is second to none in client service.
Pat Gerlach, Administrative Assistant, is a fully licensed assistant who oversees the Powell River office and team administration. She brings with her over 30 years of Financial Services experience and is an important liaison for clients.
We enjoy providing good, old-fashioned service with comprehensive investment advice. It is a pleasure helping clients and their families manage, plan, and invest for income with customized plans based on proven fundamental disciplines.
The team and business continue to grow as a result of referrals from satisfied clients. The greatest investment plan is a straightforward plan, one that creates enough tax-efficient income and wealth to meet your needs.
Now is the perfect time to contact us to discuss your plan - or more importantly if you don't have one - to set the wheels in motion!
