Financial Assessment Tools from Jeff Somers & Associates

Assess your financial position with our SnapShot tool, access trending market insights,   understand current market conditions, and move forward with confidence.

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

Self-Assessment Resouces

Take control of your wealth with self-assessment resources provided by Jeff Somers & Associates. Assess your financial position with our Snapshot Tool, get trending Market Insights to become a more-informed investor, and use our Tax & Mortgage Calculators to move forward with confidence.

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Snapshot Tool

Is your financial well-being on track?


Try our confidential IG Living Plan Snapshot to find out. Simply answer 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

Estate Planning | Personal Records Organizer

Complete the following form for a complimentary copy of the Estate Planning Personal Records Organizer from Jeff Somers & Associates, and take control of your legacy.

Express Consent:
By providing my telephone number and/or email address below, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. I can withdraw my consent at any time by following the unsubscribe instructions in any marketing emails I receive from IG Wealth Management. We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.

Financial Market Updates

We invite you to explore current financial market conditions with these tools of reference.

Please note this commentary is published by IG Wealth Management and is provided as a general source of information. It is not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice or as an endorsement of any investment.

Tax Calculator & Rates

Explore your annual personal and corporate tax structures with our (3rd party) Tax Rate Calculator tool.

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CALCULATE MY TAXES

IG Mortgage Calculator

Cetermine what type of mortgage is right for you, with our Mortgage Rate Calculator.

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FORECAST MY MORTGAGE

#Education

Money & Youth Series

The world of money is one area where many people often feel they lack control. Many, if not most, Canadians never had much in the way of financial education – at school or from parents. We hope to change that for the next generation.

EXPLORE THE MODULES

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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