Insurance Planning

Insurance plans to benefit the present, while reducing future challenges for individuals, families and corporations of Prince Edward Island, Canada.

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about STRATGIC INSURANCE PLANNING

Insurance provides peace of mind, protection, and opportunity.

The value of the role that insurance plays in life has increased for many people, with many turning to Insurance Plans for peace of mind, protection and opportunity. 


→ Manage risk and protect your income Policies for managing risks to your financial plan like life, critical illness or disability are important when protecting your family from an unforeseen loss of income or from unplanned expenses.


→ Protect the value of your estate Insurance does more than protect you. It is also an opportunity to accumulate additional savings for retirement or to leave more of your wealth, tax-free, to the people or causes you care about.


→ Guaranteed income you can never outlive An important foundation of your retirement plan could be a life annuity that may provide a guaranteed foundation for your retirement income.

INSURANCE PLANS

May we provide Insurance Advice?

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Let's Have A Conversation

Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

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

#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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