Jeff Somers& Associates
A premium wealth management website for PEI's trusted IG Private Wealth Management team — built to attract high-net-worth clients, showcase concierge-level financial planning services, and drive meeting bookings across Prince Edward Island.
$1M+
Client Threshold
CFP®
Certified Planners
PEI
Province Served
WP
Platform
The Project
Private Wealth Management on PEI
Jeff Somers & Associates is PEI's premier IG Private Wealth Management team — a concierge-level financial planning practice serving individuals, families, and corporations with investible assets exceeding $1 million. Led by Certified Financial Planner® Jeff Somers and supported by CFP® Tim Butler, the team delivers comprehensive wealth planning that addresses every aspect of a client's financial picture.
Brousseau Design built a premium WordPress website that communicates the team's expertise, personal approach, and the full scope of the IG Private Wealth Planning Experience. The site clearly speaks to each client segment — from business owners and farmers to professionals and retirees — while driving qualified prospects to book a meeting.
The result is a sophisticated, trust-first online presence that reflects the discretion and expertise expected by high-net-worth clients across Prince Edward Island and beyond.
Concierge level wealth creation services for individuals, families and corporations of Prince Edward Island.
Phone
(902) 368-1345
somers.team@ig.ca
Site Architecture
Pages We Built
Home
Hero with brand statement, concierge service overview, client types, and primary CTA to book a meeting
About
Jeff Somers & Associates story, IG Private Wealth Management affiliation, and team philosophy
Our Team
Individual profiles for Jeff Somers CFP®, Tim Butler CFP®, Charlene Haynes, and Jennifer Wakelin
Services
Nine financial planning services — insurance, investment, retirement, tax, estate, charitable giving, cash management, business succession, and intergenerational wealth transfer
Who We Help
Dedicated pages for each client segment — business owners, farmers, estate planning, professionals, and more
IG Advanced Planning
Overview of IG's multidisciplinary head office support team — tax accountants, estate lawyers, pension specialists
Contact / Book A Meeting
Meeting booking form, office address in Cornwall PEI, phone, and email contact information
What We Built
Key Features
Concierge Wealth Planning
A premium website experience reflecting the IG Private Wealth Planning Experience — designed to attract high-net-worth individuals, families, and corporations seeking personalized financial guidance.
Client Segmentation
Dedicated sections for each client type — business owners, farmers and fishers, estate planning for beneficiaries with disabilities, non-traditional families, professionals, and retired business owners.
Services Showcase
Nine comprehensive financial planning services presented clearly — from insurance and investment planning to business succession and intergenerational wealth transfer.
Team Profiles
Professional profiles for all four team members — Jeff Somers CFP®, Tim Butler CFP®, Charlene Haynes, and Jennifer Wakelin — building trust and personal connection with prospective clients.
Meeting Booking Integration
Prominent "Book A Meeting" calls-to-action throughout the site, making it easy for qualified prospects to schedule a consultation with the Jeff Somers & Associates team.
Trust & Authority Design
Clean, professional design language that communicates credibility, discretion, and expertise — essential for a wealth management firm serving clients with $1M+ in investible assets.
Scope of Work
Everything Covered
From insurance and investment planning to estate strategies and business succession — the Jeff Somers & Associates website covers every aspect of comprehensive private wealth management in one premium, professional platform.
Technology
Built With
WordPress
CMS enabling the Jeff Somers team to update content, team profiles, and service information independently
Custom Theme
Premium, trust-first design reflecting the concierge-level service and discretion expected by high-net-worth clients
Booking Integration
Seamless meeting booking functionality allowing qualified prospects to schedule consultations directly from the website
Mobile-First Responsive
Fully responsive across all devices — ensuring clients can access wealth planning information from anywhere on PEI
Ready to Start?
Let's Build Your Website
Whether you need a premium financial services website, a professional services platform, or anything in between — Brousseau Design builds websites that work hard for your business.