About Balance Wealth
At Balance Wealth Management
we strive to provide the best financial advice possible so that our valued clients can live a balanced life.
Angelia working at the front desk ready to assist clients
Certified Advisors, Kim Roe, Darren Koole, Eric K

Our Mission

is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.

Regardless of your life, business or practice stage, your goals are specific to you and your financial security plan should be tailored to your needs.

We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.

Grow your wealth
We want to know what your goals are, when you want to achieve them and what your financial concerns are. Then we will work with you to get you from where you are to where you want to be.
Start Now