The IG Private Wealth experts at Jeff Somers & Associates are here to help navigate the intricacies of wealth creation and preservation for individuals, families, and corporations on Prince Edward Island.
Get a dedicated team of experts by your side.
Why Choose Jeff Somers & Associates for Your Private Wealth Management?
COMPREHENSIVE SERVICES
From retirement planning to estate management, we cover every aspect of your financial journey.
PROVEN TRACK RECORD
Decades of experience in empowering clients with financial success.
LOCAL EXPERTISE
As proud Prince Edward Islanders, we understand the unique financial landscape of our community.
CLIENT-CENTRIC APPROACH
Your success is our success, and we are committed to exceeding your expectations.
What does personalized wealth planning look like at Jeff Somers & Associates?
You’ve worked hard to build your wealth and business. We give it the personal touch it needs to keep growing—no pushy, corporate tactics involved. Jeff Somers & Associates meets you where you are. Concierge level wealth creation services for individuals, families and corporations of Prince Edward Island.
Experience the difference with our approach to wealth management
Your wealth should move with purpose—funding today’s plans, tomorrow’s milestones, and the memories in between. From making smart moves with everyday cash flow to future-proofing your family’s financial security, we connect where you are now to where you want to be.
Discover the IG Private Wealth Planning Experience
We deliver guidance that addresses all facets of your financial life.
Keep more of what you earned
Taxes can quietly erode your wealth—but not if we plan strategically. At Jeff Somers & Associates, we see taxes as challenges to be minimized. We optimize income withdrawals, maximize deductions, and ensure every financial move—from investment decisions to estate distributions—is timed to reduce your tax burden. With a proactive tax strategy, your money stays where it belongs—working for you.
Protect your life’s work
Life’s twists can come fast—unexpected events don’t send invitations. We don’t wait for the “what ifs” to become “what now.” With critical illness coverage, life insurance, and protection against income loss, we build a financial shield so life’s disruptions don’t wreck your stability. When life throws its curveballs, your plans don’t fall apart. Your future stays standing.
Exiting with success
Your business is more than numbers; it’s years of your life. Whether you’re selling, handing it down, or stepping back, your exit should reflect your hard work. We handle succession planning down to the details, from tax considerations to legal alignment. The goal? A seamless transition that preserves your business’s value and your peace of mind.
