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 mai 2024

juin 06, 2024 - Canada vie

Pour le mois ayant pris fin le 31 mai 2024....

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Revue des marchés de mars 2024

avr. 05, 2024 - Canada vie

Pour le mois ayant pris fin le  31 mars 2024...

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Soutien financier de vos parents

mars 28, 2024 - Canada vie

Soutenir ses parents sur le plan financier est de plus en plus courant en raison d’un montant d’épargne-retraite insuffisant et du fait que les parents épuisent leurs économies de leur vivant. Combiner le recours aux programmes d’aide gouvernementale...

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