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.
Charlene Haynes
Associate Consultant, Jeff Somers & Associates
Charlene Haynes
Associate Consultant
#WealthManagement #PrivateWealth #FamilyWealth #CorporateWealth #PrinceEdwardIsland #Canada
CHARLENE HAYNES, Associate Consultant, Jeff Somers & Associates
A Valued Team Member, since 2015
Charlene joined our team in 2015, bringing with her 7+ years of experience in retail banking. She keeps the team organized and sets the bar high for customer service by always making clients feel they come first.
Charlene acquired a vast skill set through frequent moves during her husband’s military career, with experience in retail management, education and program coordination.
Meet The Jeff Somers Team
Private Wealth Management Expertise
For Individuals, Families and Corporations of Prince Edward Island, Canada who prefer the concierge experience.
Estate Planning - For the protection of your legacy.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
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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