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.
Jennifer Wakelin
Executive Assistant, Jeff Somers & Associates
Jennifer Wakeliln
Executive Assistant
#WealthManagement #PrivateWealth #FamilyWealth #CorporateWealth #PrinceEdwardIsland #Canada
JENNIFER WAKELIN, Executive Assistant, Jeff Somers & Associates
A Valued Team Member, since 2017
Jen graduated with honours from Holland College in May 2017 and joined our team shortly thereafter. Her pleasant nature and keen organizational skills are an asset in her administrative duties.
Jen is a fitness enthusiast and brings her positivity and motivational attitude to our team and clients.
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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