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.
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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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.
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.
Meet The Jeff Somers Team
Private Wealth Management Expertise
For Individuals, Families and Corporations of Prince Edward Island, Canada who prefer the concierge experience.
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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