Financial Planning




Mindset Wealth - IA Private Wealth

Financial Advisor

250-338-5222

reception@mindsetwealth.com

https://www.mindsetwealth.com

Instagram @mindset_wealth_

Facebook /Mindset-Wealth-IA-Private-Wealth



Balfe Martin Private Wealth

Brian Balfe
Senior Portfolio Manager & Investment Advisor

250-334-5600

Brian.balfe@rbc.com

www.rbcwealthmanagement.com/balfe-martin

Sean Martin
Portfolio Manager, Wealth Advisor, Financial Planner

250-334-1504

Sean.martin@rbc.com

www.rbcwealthmanagement.com/balfe-martin

 

Lara D Austin

Senior Portfolio Manager & Wealth Advisor

250-334-5606

Lara.austin@rbc.com

www.rbcwealthmanagement.com/lara-austin