It starts with a conversation
Every client of Somers Private Wealth starts off with the same investment – one hour of their time.
In that hour, we ask questions. What is your past investment experience? What keeps you up at night? Tell us about your business or family, and the future you envision for them all. Understanding you completely is a critical first step to what we do: simplifying your financial life, managing every dollar you’ve earned like we would our own, and drawing on the know-how of our team and partners to save you money throughout your life.
We’re here to listen to your story, make sense of your financial world, and build your wealth with your personal goals in mind.
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 Somers
Charlene Cameron
Karen Ray
Ashley Mangles
Think outside the portfolio.
We’re interested in making a positive impact on your entire net worth, and delivering advice that allows you every opportunity to better grow and protect your wealth. Your financial, tax, estate, business, and banking needs will be coordinated in one simple wealth strategy.
Investment management
Your portfolio will depend on your personal goals, but in general, we seek steady, dependable, long-term growth. And, nearly every investment we make is backed by RBC’s team of top analysts, the Portfolio Advisory Group.
Financial planning
With a background in financial planning, Brendan and Don are passionate about uncovering ways to enhance wealth. They learn everything there is to know about your needs and circumstances, create projections for your financial future, and help you take the right steps towards accomplishing your goals.
Business owner planning
We make finance one less thing you have to worry about. As you focus on your business, we can prepare for succession, minimize your personal and corporate tax bill, and generate the investment income you need to enjoy your lifestyle.
Will & estate planning
We ensure you have an air-tight estate strategy in place – one that not only protects your legacy, but provides clarity and comfort to your family in a difficult time. You can leave it to us to lead this charge, collaborating with the Estate Planning Specialists of RBC, as well as your own lawyer.
Tax & insurance strategies
Are you and your spouse getting the most efficient tax return? How are your family assets structured, and how might tax-exempt insurance products save you money in the long run? These are the kinds of questions we ask and act on as we examine your financial affairs.
RBC Private & Premier Banking
We work closely with partners at RBC Private & Premier Banking to ensure your savings, credit, and loan requirements are integrated into the wealth strategy we build. It’s just one of the ways we strive to be your first call for any financial need.
Supporting our community
Fill The Truck Event
Thanks to all who came to the Courtenay branch during our first annual Fill The Truck Event on October 26, 2023, to support the Comox Valley Food Bank. Together, our branch raised $1,500 from the RBC Communities Together Fund plus your $2,735 in on-site donations for a total of $4,235. Plus, the amount of food we received weighed in at 500 pounds! Thank you for making our very first Fill The Truck Event a success, and we look forward to hosting this event each year
Mayor’s Golf Charity Classic
The 2022 Mayor’s Golf Charity Classic wrapped up its 15th year with a presentation of cheques to local charities. It was wonderful to have Charlene Davis (We Can Shelter), Cindy Xavier and Pam Crowe (CVCDA) and Mike Fournier (Comox Valley Search and Rescue) attend and receive their cheques. In total, the 2022 Mayor’s Golf Charity Classic raised $58,100 for local charities. The committee would like to thank all the sponsors, volunteers and golfers that made this event possible. We are very excited to be hosting it again this year – make sure to block your calendar for September 8th, 2023!
YANA: Annual Christmas Cracker volunteer crafting and sponsorship
For almost twenty years, YANA has welcomed the holiday season by making and selling Christmas Crackers in support of local children and families. Since 2022, Somers Private Wealth is the Christmas Cracker sponsor contributing $5,000 annually. With our support, 100% of every Christmas Cracker sale could be directed to accommodation and travel funding for YANA families. Many volunteers, retailers, and Cracker purchasers in the Comox Valley and beyond contributed to making this fundraiser another huge success!
Coldest Night of the Year - Comox Valley Transition Society and Dawn to Dawn
Thousands of Canadians across the country take part in this event, raising funds to support people and families experiencing homelessness, hurt and hunger in our community. For the last several years, Somers Private Wealth have volunteered to contribute to this event at the registration desk by checking in teams and collecting fundraising money, ensuring the event runs smoothly with maximum impact.
North Island Choral Society
Strathcona Symphony Orchestra
Courtenay Little Theatre
Comox Valley Baseball Association
Comox Valley Wild Lacrosse
CV Charity Golf Classic
Comox Valley Flying Dragons
Kitty Cat P.A.L.S (Prevent a Litter Society)
Arts Denman
High Calibre Hockey Academy
YANA - You Are Not Alone
Vancouver Island Adaptive Snowsports
Events
Check back soon for future events.
Insights
Client Resources
Welcome to our client-only, online resource centre.
We hope the tools and resources you find here will make your life a little easier. Here, you can learn all about the features and benefits of our online platform, WM Online, as well as guides to understanding your statements, GIC rates, and more.
Access your accounts safely and securely
View your account information any time from the convenience of any personal computer or device with secure Internet access.
Send us a secure message
Safely send and receive messages containing personal information through the Secure Messaging Centre.
Get timely market information
Get real-time quotes for stocks listed on Canadian and U.S. markets. Plus, create custom “watchlists” for investments you want to monitor.
Access your accounts safely and securely
Access key documents such as statements, tax slips, annual reports, trade confirmations, and prospectuses at any time.
Connect accounts & transfer funds
View all of your RBC accounts in one place, and transfer funds from your RBC Royal Bank accounts in real-time during regular business hours.
Go mobile
Download the RBC Mobile app, which gives you another convenient way to access WM Online from any device, such as your smartphone, tablet, or desktop.
Not yet enrolled?
Simply follow these steps or contact us today.
Take our virtual tour for a closer look
Watch the live demonstration of WM Online, led by one of our firm’s Branch Managers, Steve Harrop. Steve highlights some of the more important functionalities and commonly asked questions we receive.
Other resources
These are resources to help you stay informed and engaged on your wealth planning journey. Should you have any questions, or wish to speak about these topics with us instead, please never hesitate to reach out.
Learn our GIC Rates
We’re happy to share our short- and long-term GIC rates, as well as answer any questions you have about how they could fit into your wealth strategy.
Understand your statement
We’re here to ensure your financial world makes sense. If you need help understanding your statement, contact us or read through this visual guide.
Connect with us virtually
With Webex, you can video-call us for quick, convenient, and safe support without leaving your home.
Navigate our online app
Access your accounts, send us secure messages, download documents, and more – with WM Online.
Get financial advice you can wrap your head around
One hour is all it takes. Contact us today to learn more or schedule a time to review your financial picture.
Email:brendan.somers@rbc.com
Phone:250-334-5615