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Jeff Somer

Address

1 First Canadian Place
40th Floor
Toronto, ON M5X 1H3

Languages

    English

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.

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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.