Your Wealth Team
Offering you premier client service and investment counsel is of utmost importance to us.
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.
Jeff Somer, CFA, MBA
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.
He has performed research analysis and managed high net worth client relationships for the past 22 years and provided comprehensive discretionary investment and integrated wealth management for high net worth individuals, charitable foundations, estates and trust clients.
Jeff is a Chartered Financial Analyst and earned his MBA from the Schulich School of Business with a specialization in finance and investment management. He is a member of the Toronto Society of Financial Analysts, and the CFA Institute. He is involved with United Jewish Appeal and enjoys playing competitive tennis and hockey, while slowly picking up golf! He is married with 2 sons.
Lou D’Aversa, CFP®, FMA, PFP, Hon.BA
For over 24 years in the financial markets, Lou has been working closely with Canadian Physicians, Dentists, Lawyers and other High Net worth Individuals, including business owners, charitable foundations and associations. Lou is focused on providing smart solutions, tax efficiency and proactive advice to help his clients achieve their financial goals. Lou is extremely detail oriented and works tirelessly to ensure that every aspect of his client’s financial plan is up to date and operating at peak efficiency. Lou takes a personal active role to ensure every client’s financial goals are met.
Helping his clients keep more of their wealth. The benefits of advice are truly visible when we employ a Total Wealth Management approach. Lou integrates all aspects of financial planning to ensure the right solutions are in place for his clients. Helping clients with items such as charitable gifting or business succession planning and multi-generational wealth transfer is a typical part of his day. This requires a more specialized level of knowledge and care. Putting together the right solutions & tax strategies can be challenging without the right approach and tools. Leaving nothing to chance, Lou works with external professionals (Accountants, Lawyers, Business Valuation professionals, Estate and Trust, Private Banking) to employ the most tax efficient strategies to help his clients keep more of their wealth intact.
A financial planner at heart, Lou is a CERTIFIED FINANCIAL PLANNER® Professional, Level 1 CFA, in the process of attaining his CIM designation and holds several financial management, taxation and planning certifications including Financial Management Advisor (FMA). Lou graduated with 2 degrees in Economics and a Specialized Honours BA in Business & Economics. On a personal note, Lou is married and has 2 daughters and lives in the north end of the city. He and his family enjoy an active lifestyle that incudes skiing, biking, and golfing. His wife is a primary school teacher and together they are involved in several community educational and charitable programs.
Ilona Napravnik, BA, PFP
For 21 years, Ilona Napravnik has worked closely with clients and investment advisors at BMO Nesbitt Burns. As a licensed investment representative, she is well suited to work with Jeff and Lou to provide effective administrative support and ensure that client needs are being met or exceeded. She is frequently recognized by colleagues, clients, and advisors for her ability to provide exceptional service.
Ilona graduated from the University of Toronto in 1994 and joined BMO Nesbitt Burns soon after. Ilona’s extensive experience in the financial industry allows her to deliver high quality and timely service, which aligns with the Somer-D’Aversa vision to provide an optimal client experience.
In her spare time, Ilona can be found at the gym, in her garden or playing with one of her rescue cats.