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David Somers

Investors Group
Financial Planning

Contact Information:

81 Millinium Parkway
Belleville, ON K8N4Z5
Canada

Years in Business:

 

5

Clients I'm Seeking:

 

I host the Cap’n Dave Comedy Hour on 99.3 County FM every Sunday night at 8pm. I am also a financial planner. So if you or someone you know can benefit from advice needs a mortgage, insurance or just develop an exit strategy; call me. Thanks Cap’n Dave Somers Investors Group

About My Business:

 

My business goals are as follows; To establish a speciality market and promote myself as an expert in this field,estate planning, with a seminar planned looking for advice on retirement. My process takes clients through a 7 step True Wealth Management process. We use a family model approach to financial planning. With a written customized wealth management plan, we explore strategies such as incorporation, tax effective strategies for withdrawing funds from a corporation, creative income splitting, prudent use of leverage, asset swaps, debt replacement, philanthropy needs, retirement planning, intergenerational transfers, business succession planning and family trusts to create a unique and successful wealth program tailored to our individual clients. david.somers@investorsgroup.com Would you be interested in getting together?

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