Money management is just the beginning
At Balfe Martin Private Wealth, we feel a deep responsibility to our clients and their families, because managing money isn’t just about money – it’s about managing dreams, building memories, and securing legacies. That’s why we put our clients’ goals at the centre of every decision we make, aligning their investments to their values and focusing on income that will sustain them over the long term.
Disciplined advice, dedicated service
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.
Brian Balfe
Sean Martin
Dylan Miles
Jamie Little
Pat Gerlach
What we do
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
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
Insurance planning
We ensure the protection of your most precious asset – your family – through comprehensive insurance planning that’s truly tax efficient.
Estate planning
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
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
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
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
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
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
Who we serve
Our clients
We are deeply committed to providing best-in-class service to our clients and their families, and our team is well-equipped to grow and adapt alongside them for many years to come.
As a family-first team, we understand the importance of a smooth transition of wealth to your family, and we always work diligently to help you secure your legacy for generations to come.
Our version of the Hippocratic Oath is to serve all healthcare professionals with the utmost care, ensuring we take into account your career growth, unique earnings cycle, and other key considerations.
Whether you’re starting, building, or selling a business, we have the knowledge to help you proactively prepare for what’s to come, all while minimizing tax and maximizing your wealth.
Whether you’re a ship’s captain, aircraft pilot, truck driver, or anything in between, we are experienced in helping you navigate from point A to point B in your financial life as safely as possible.
Our community
We consider ourselves incredibly fortunate to be a part of the Comox Valley community, and we see it as our responsibility to support charitable initiatives that help its people thrive.
Pacific Region International Summer Music Association (PRISMA)
Aiming to enrich lives through the language of classical music by uniting world-renowned artists with top international music students.
Comox Valley Youth Music Center (CYCM)
Providing excellent music education to the Comox Valley community and serving as the platform for young musicians and esteemed professionals to perform their work.
You Are Not Alone (YANA) Comox Valley
Offering accommodation, funding, and improved access to healthcare to Comox Valley families who need to travel for medical treatment for a child or for a pregnant mother.
Rotary Club of Comox Valley
Leveraging the values of integrity, good will, and fellowship to improve the quality of life locally and internationally and to make a positive difference in the world.
Comox Valley Toastmasters
Educating professionals on public speaking and management skills to help them become more confident speakers, communicators, and leaders.
The Royal Canadian Legion
Serving military veterans, RCMP veterans, and their families to promote remembrance and to make a difference in our communities and our country.
KidStart Mentoring Program, John Howard Society
Mentoring and fostering supportive relationships with children and youth who are vulnerable to crime, addiction, abuse, and crisis within the family.
Junior Achievement British Columbia
Delivering free hands-on, immersive education in work readiness, financial health, and entrepreneurship to help build a brighter future for the next generation.
Courtenay and District Fish and Game Protective Association
Undertaking programs that benefit our communities and the local economy through the protection and enhancement of our fish and game resources and their habitats.
B.C. Wildlife Federation
Working to protect, enhance, and promote the wise use of British Columbia’s fish, wildlife, and habitat for the benefit of present and future generations.
Shriners Hospitals for Children
Transforming the lives of children across Canada and internationally through specialized care, innovation, and research.
International Choral Kathaumixw Festival
A five-day choral festival in Powell River filled with concerts, common song singing, choral and vocal competitions, conductor’s seminars, and social events.
The Royal LePage Snow to Surf – Team Bonsai
An iconic multisport adventure relay race that encourages participation and healthy lifestyles through the great outdoors and the stunning scenery of the Comox Valley.
Client resources
Supporting you on the road to financial literacy
As a supplement to our wealth services and guidance, we encourage you to explore the tools and guides below. Please contact us directly if you have any questions or concerns and we will be happy to assist you.
Helpful tools
Educational guides
Family wealth guide
Discover ten strategies to build, sustain, and protect your wealth for the long term.
Business owner’s guide
Explore ten key decisions every business owner should make to secure their wealth.
Estate planning guide
Plan for tomorrow today to retain more of your assets and protect your estate.
Tax reporting guide
Find a summary of important dates and tax information for your annual tax return.
The family inventory
Keep track of information pertaining to your family’s current financial status.
Charitable giving
Find out what to consider when making a gift to charity and how to leave a lasting legacy.
Insights
