BUS INESS
Secure Your Retirement Today JEFF Somers & ASSOCIATES By Jordan Ramsay Photos Pearl Tanada
Above: (L-R): Lyall Somers, Charlene Haynes, Tawnia Enman, Jeff Somers
The goal of their practice is to know and understand every need and desire that is specific to each client. Whether they are a Business Owner, Farmer or someone already in retirement, Jeff Somers & Associates knows that your situation is uniquely yours and that the advice you receive should be as well. With clients across Canada, Investors Group creates investment plans, insurance plans, retirement plans, retirement income and estate planning to protect clients now and in the future. “We keep developing your plan,” says Somers. “Goals, concerns and priorities change for people and we’re here to make complicated things easier to understand. We make sure clients know this is a long term relationship
Jeff Somers & Associates is like an extension of your family.
Jeff Somers & Associates offers a professional team with a proven track record of success. Most recently, their commitment and focus on a high quality relationship with all of their clients has lead the them to being recognized by Investors Group as a top team* and now part of Investors Group Private Wealth Management. “We’re not trying to be everything to everyone. We want to find solutions to fit our clients and educate them to help people grow their financial assets,” says Somers. Through a seven-step wealth management process, Somers and Investors Group create a continuous cycle of an evolving financial plan that caters to changing financial goals and situations.
Family is the key word when you talk to Jeff Somers, an Executive Financial Consultant at Investors Group. Somers is a born and bred Islander who has been a financial Consultant for 20 years. His father Lyall also continues
to bring his over 30 years of Financial Consultant experience to the island.
The Jeff Somers & Associates team is focused on improving the financial confidence of their clients. “Our goal is to build a working relationship with our clients,” says Somers. “We’re not a place where you drop your money off and you check back years later, we want to keep communicating with you to fulfill your financial goals.”
*Top 3% of Investors Group Consultants based on new business (2010, 2011, 2013-2016) Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company.
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pei-living.ca Summer 2017
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