Personal, Family & Corporate Wealth Management Solutions

Strategic wealth management plans for the unique needs of Prince Edward Islanders who desire financial stability through long-term growth.

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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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Private Wealth Management


Individualized plans, for every stage of your financial life.


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Family Wealth Management


Preserve, grow & sustain inherited wealth.


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Corporate Financials


Protection planning for your business today and the future.


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Personal Wealth Management


Individualized plans, for every stage of your financial life.


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Family Wealth Management


Preserve, grow & sustain inherited wealth.


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Corporate Financials


Protection planning for your business today and the future.


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Access

IG Private Wealth

Planning Experience

When  investible assets exceed $1 Million, financial management needs become complex.


Access the IG Private Wealth Planning Experience from Jeff Somers & Associates, a financial concierge service for individuals, families and corporations of Prince Edward Island, Canada.

Contact Jeff Somers & Associates

IG Living Plan 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

Meet The Jeff Somers Team

Private Wealth Management Expertise

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