Jeff Somers
Certified Financial Planner ®
As a CERTIFIED FINANCIAL PLANNER® professional since 2004 and frequent financial educator, Jeff specializes in tax-efficient portfolio management, providing sound advice and financial support to corporate or small business owners and retirees.
Jeff’s philosophy is simple: put people and service first. Jeff tailors solutions to your life’s goals, focusing on all areas of your financial life. This includes incorporating his knowledge and specialization in the areas of retirement income planning, corporate investment strategies and insurance protection.
Jeff believes firmly in giving back to his community, offering support to a variety of local causes. He and his wife Kendra have two children, Jayden and Moorea. They spend their free time travelling and enjoying island adventures.
Phone : (902) 368-1345
Email : jeff.somers@igpwm.ca
