Kai Somers

Financial Security Advisor
Investment Representative

I’ve always had a passion for leadership. Whether it was my role as an older brother, a manager for whichever restaurant I was working in or being the go-to person for advice among friends and family. Each experience taught me the need for leadership along with the responsibility that comes with.

Fast forward to my current career as a Financial Security Advisor. I was doing well myself with investments and creating wealth and had others ask if I can do the same for them. This inspired me to study the field and explore this as a career.

I saw a huge gap with something that should be simple, people and money. I noticed how taboo the topic of money was in everyday discussion and how the mention of the topic made individuals uncomfortable along with having negative feelings towards their financial position. Coming from the hospitality industry, I always loved networking and learning from others creating personal growth. I take on each client with passion and purpose and take ownership in providing a safe space to discuss numbers and goals.

My goal is to bridge the gap between individuals and money and teach tools to help elevate one's financial journey!

Communiquez avec moi aujourd’hui pour en savoir plus

Recent posts

Revue des marchés de novembre 2022

déc. 07, 2022 - Gestion de placements Canada Vie

Un ralentissement pourrait se dessiner à l’horizon selon la Réserve fédérale américaine...

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Comment changer les choses en donnant de façon stratégique

déc. 01, 2022 - Canada Vie

Faire un don de bienfaisance est bon pour vous et pour la collectivité – mais cela peut-il aussi être bénéfique pour vos finances?...

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Comment l’assurance du personnel clé peut aider votre entreprise

nov. 15, 2022 - Canada Vie

L’assurance du personnel clé est une assurance qu’une entreprise achète à l’égard de la vie ou de la santé d’un propriétaire ou d’un employé essentiel au succès de l’entreprise....

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