Jeff Somer
MBA CFA
Address
1 First Canadian Place100 King Street West, 40th Floor
Toronto, ON M5X 1H3
Languages
-
English
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.
Get directions
Please enter an address.®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.