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

Quatre conseils pour gérer vos finances avec vos colocataires

mars 15, 2023 - Canada Vie

Les loyers sont élevés, mais, en partageant les frais, vous pourrez faire fructifier votre argent. Voici quelques conseils pour vous aider à gérer les finances ménagères avec des colocataires....

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Comprendre l’écart de pension entre les genres

mars 08, 2023 - Canada Vie

L’écart de pension entre les genres signifie que les femmes courent un risque accru de vivre dans la pauvreté à un âge avancé...

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Revue des marchés de février 2023

mars 07, 2023 - Gestion de placements Canada Vie

Les banques centrales continuent de lutter contre l’inflation...

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