Jeff Somer

My Background

Jeff works exclusively with a limited number of families who have accumulated a significant level of assets and are looking for prudent and professional investment counselling and wealth management. He works closely with you to understand and translate your unique objectives into well-executed investment strategies. These strategies are continually reviewed to reflect changes in your individual circumstances and to maintain the appropriate balance between growth and preservation of assets. These investment services are co-ordinated with Lou D’Aversa, your Financial Consultant, as well as your accounting, legal, and estate-planning professional advisors to ensure that your desired goals are attained. Prior to joining BMO, Jeff was employed with a large investment counselling firm and brings extensive experience in investment and portfolio management.