Jeff Somers CFP®, RRC

Executive Financial Consultant

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. His 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. As a leader in his field, Jeff has been recognized for his efforts by IG Wealth Management with the President’s Club award*.

He 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.

Life is rich and varied, your financial plan should be too.


* Top 3% of IG Wealth Management consultants based on new business (2010-11, 2013, 2015-16)