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    Jeff Somer


    1 First Canadian Place
    100 King Street West, 40th Floor
    Toronto, ON M5X 1H3



    My Background

    With over 50 years of combined experience in the wealth management industry helping our clients achieve their goals, your Wealth Team is comprised of Jeff Somer, a qualified registered Portfolio Manager (CFA) and Lou D'Aversa, a CERTIFIED FINANCIAL PLANNER ® Professional having met the highest level of education and experience required by securities regulation, permitting them to provide both discretionary portfolio management and comprehensive wealth management planning.

    The collaboration of your Financial & Estate Plan with your Investment Portfolio allows for a truly cohesive Integrated Wealth Management offering.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.