Personal Wealth Management
Individualized plans, for every stage of your financial life.
Family Wealth Management
Preserve, grow & sustain inter-generational and inherited wealth.
Corporate Financials
Protection planning for your business today and the future.
Take control of your wealth with Jeff Somers & Associates
Wealth creation and preservation strategies for individuals, families and corporations of Prince Edward Island, Canada.
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About Us
Whether you’re planning for retirement, require complex tax, estate, or business advice, Jeff Somers & Associates will provide clarity and peace of mind, so you and your loved ones can enjoy life to the fullest.
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Our Company
Personalized financial planning unique to you and your family’s needs, since 1998.
Jeff Somers & Associates Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs.
Our approach and attention to detail will:
- Simplify your entire financial life
- Create peace of mind by reducing your financial concerns
- Guide you through critical financial events
- Deliver tax-efficient strategies across all aspects that improve your financial position
- Proactively adjust your plan as opportunities are identified
Meet Our Team
Local Expertise
With an enhanced collaborative approach, we provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs.
Meet Our Team
Regional Expertise
In addition to the numerous consultants such as accountants, tax and estate lawyers, actuaries, pension experts, rest assured we actively collaborate with our Regional Insurance, Wealth and Mortgage Planning Specialists address the most complex needs of our clients.
What Our Clients Say
A Good Plan Is A Roadmap
A good plan is like a road-map, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.
We will be with you every step of the way, providing you with the options and the knowledge you need to help achieve and enhance your life goals by setting appropriate planning targets, choosing the right financial vehicles and building the right mix of investments. Whether you’re planning for retirement, require complex tax, estate, or business advice, we will provide clarity and peace of mind, so you and your loved ones can enjoy life to the fullest.
May we help you build a better financial future?
Contact us to learn about our sophisticated approach to building private wealth.
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