The IG Living Plan - Powerful, Intelligent and Easy-to-use.

Introducing our digital analysis tool "Snapshot", designed to help your plan for a better financial future. Use Snapshot to assess your current financial situation and estimate different "what if" scenarios that reflect your changing needs and life goals.

GET THE SNAPSHOT

OPTIMIZED FINANCIAL PLANS FOR YOUR CHANGING WORLD

Experience our next generation in wealth planning - the IG Living Plan

We know that people’s financial lives are more complex than ever. In a rapidly changing world filled with economic uncertainties, you require an even more comprehensive approach to financial planning and advice.


That’s why we launched the next generation IG Living Plan™. This powerful, new digital platform features artificial intelligence, and coupled with the expertise of your IG Private Wealth Management Consultant, helps you analyze different “what if” scenarios to adjust to your changing needs and goals. 


Positioned as our "Snapshot Tool" we’re proud to be the first financial organization to bring this innovative, user-friendly digital experience to Canada.

IG Living Plan - Snapshot Tool

Try our confidential IG Living Plan Snapshot by simply answering a few questions about your current financial situation, and your desired future state. We'll follow-up with information relevant to your unique needs.

Complete the Snapshot

W H A T   W E   D O   F O R   Y O U

Create your Living Plan

A real financial plan is based on real advice that delivers tax-efficient strategies, scenario analysis and financial recommendations to help increase your net worth and provide you with confidence. It provides flexibility to deal with unexpected events and changing priorities, and it’s always in line with what is manageable and comfortable for you.

IG Living Plan

Our commitment

Our goal is to provide you with a customized Living Plan that will help you comfortably achieve your objectives, by: 


• Listening to you and always providing the most suitable advice 

• Conducting a thorough review of your personal and financial circumstances and your objectives 

• Staying in touch to ensure your plan always reflects your current situation and priorities

IG Living Plan

Delivering service excellence

• We will always be respectful and helpful

• We maintain client confidentiality 

• If we make an error, we will acknowledge it and rectify it promptly

• If we're in the office, telephone calls will be answered within four rings; if our office is closed, messages will be returned on the next business day

• All post is opened, reviewed and prioritized on the day of receipt.

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.

Read the White Paper → Protect Your Legacy

Our Solutions

We believe wealth management is best achieved through the design of strategic growth plans, each expertly tailored to your unique needs to build long-term financial stability.


We invite you to explore Our Approach to Wealth Management

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#WealthManagement #PrivateWealth #FamilyWealth #CorporateWealth #PrinceEdwardIsland #Canada

Meet The Jeff Somers Team

Private Wealth Management Expertise

For Individuals, Families and Corporations of Prince Edward Island, Canada who prefer the concierge experience.

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