Jeff Somers
Certified Financial Planner ®
JEFF SOMERS, Certified Financial Planner ®
As a CERTIFIED FINANCIAL PLANNER® since 2004 and frequent financial educator, Jeff specializes in tax-efficient portfolio management, providing sound advice and financial support to corporate or small business owners and retirees.
Jeff's philosophy is simple: put people and service first. Jeff tailors solutions to your life’s goals, focusing on all areas of your financial life. This includes incorporating his knowledge and specialization in the areas of retirement income planning, corporate investment strategies and insurance protection.
As a leader in his field, Jeff has been recognized for his efforts by IG Wealth Management with the President’s Club award - Top 3% of IG Consultants based on new business 2007, 2010, 2011, 2013, 2015, 2016, 2018.
Jeff believes firmly in giving back to his community, offering support to a variety of local causes. He and his wife Kendra have two children, Jayden and Moorea. They spend their free time travelling and enjoying island adventures.
Meet The Jeff Somers Team
Private Wealth Management Expertise
For Individuals, Families and Corporations of Prince Edward Island, Canada who prefer the concierge experience.
Estate Planning - For the protection of your legacy.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
