Helping Prince Edward Islanders build a better financial future with a Private Wealth Planning Experience from Jeff Somers & Associates

Concierge level wealth creation services for individuals, families and corporations of Prince Edward Island, Canada.

#WealthManagement #PrivateWealth #FamilyWealth #CorporateWealth #PrinceEdwardIsland #Canada

Welcome

At IG, we believe that wealth is about more than investing – it’s about all aspects of your family’s financial well-being, future and legacy. 


That’s why our valued clients can expect an exceptional level of personalized service and comprehensive financial planning that proactively responds to their full family picture today and for years to come.


Whether you require highly specialized tax and estate advice, business succession planning, or tailored investment solutions – the IG Private Wealth Planning Experience from Jeff Somers & Associates is uniquely designed to bring our dedicated team of IG financial consultants to you.


May we help you build a better financial future?

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.

Contact Jeff Somers & Associates

CONCIERGE SERVICE

Teamwork + Trust

The IG Private Wealth Planning Experience from Jeff Somers & Associates is a deeply collaborative, streamlined process that will bring together an integrated team of financial consultants best suited to your needs.


The experience of our team will adapt to the complexity of your needs and will always be coordinated by your IG Consultant.


We are also committed to working with clients’ existing personal advisors and other partners, to evaluate every opportunity to help grow and preserve your wealth.

O U R   C L I E N T S

Creating value in complex situations

The IG Private Wealth Planning Experience may be particularly valuable to individuals and families with more complex needs. For example:

Business Owners

Helping business owners identify tax efficient 

compensation strategies, as well as exit and succession strategies aligned with their short and longer-term objectives, both business and personal.

Farmers and Fishers

If you are in the agricultural or fishing industries, you may require more advanced tax and estate planning support, particularly if you would like to pass your agricultural/ fishing business on to the next generation.

Real Property

If you own extensive real property assets (either personally or through a corporation) that may have 

accumulated significant capital gains, you may require specialized advice if you intend to pass those assets to 

the next generation.

Retired Business Owners

If you previously owned a business and now have extensive assets in an investment holding corporation, your situation may require specialized advice. Retirement income planning and estate planning in these scenarios requires a team of experts who can navigate the complexities of corporate and personal taxation to arrive at recommendations that improve tax efficiency and income longevity and, if important to you, maximize the transfer of wealth to the next generation or charitable organizations.

Professionals

Depending on your personal circumstances, objectives and the nature of your practice, professional corporations can provide opportunities for tax deferral, income splitting in retirement and enhanced retirement security. Our team of financial consultants can provide a holistic analysis that will allow you to make informed decisions and have the confidence that you are taking advantage of every available opportunity.

Intergenerational Wealth Planning

If you will be leaving a large estate, we can assist in structuring your estate and/or provide an explanation 

as to when the use of a trust may be appropriate. We can help you plan for potential tax liabilities, review how to best structure any charitable gifts, and also assist in discussions regarding assets that are of particular importance to you, such as a vacation property.

Pensions and Executive Compensation

If you are a member of a pension plan (including an individual pension plan or retirement compensation arrangement) or you have received other types of executive compensation (including employee stock options or restricted share units), we can answer your questions. From complex tax issues to the possible commutation of your pension plan, our financial consultants can help.

Estate Planning For Beneficiaries With A Disability 

If you intend to leave part or all of your estate to a beneficiary with special needs, we can provide you 

with information on how to pass assets to them in the most effective manner.

Estate Planning For Non-Traditional Families

If you have a more complex family structure, including a former spouse, common-law spouse (otherwise known as a de facto spouse in Québec) or perhaps children from a previous relationship whom you wish to include as part of your estate plan, you may require more tailored advice.

As a client, you can expect:

• Individualized plans that consider all areas of financial planning and multigenerational goals.


• Access to a network of highly specialized regional and head office advanced financial planning specialists.


• A disciplined, yet flexible approach that proactively adapts to your needs and today’s ever-changing world.


• Clarity and confidence for even the most complex financial planning decisions.


SUPPORT

IG's Advanced Financial Planning Support

IG's Advanced Financial Planning support to help clients make complicated decisions, more confidently.


If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team of head office experts.


The IG Advanced Financial Planning team, working collaboratively with the CERTIFIED FINANCIAL PLANNER consultants at Jeff Somers & Associates, includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced experience.


Working collaboratively with the team of consultants at Jeff Somers & Associates, the IG Advanced Financial Planning team has helped guide Canadians, including residents and corporations of Prince Edward Island, with a collective range of solutions to meet targeted goals.


With expertise in a number of areas, including personal, corporate and trust taxation, estate planning, family property matters, trusts and disability planning, charitable giving and farm and fishery taxation, the team at Jeff Somers & Associates is well positioned to serve.

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.

Contact Jeff Somers & Associates

Explore All 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

↓

#WealthManagement #PrivateWealth #FamilyWealth #CorporateWealth #PrinceEdwardIsland #Canada

Meet The Jeff Somers Team

Private Wealth Management Experience

For Individuals, Families and Corporations of Prince Edward Island, Canada who prefer the concierge experience.

    • Share by: