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!

Contact me today to learn more

Recent posts

June 2024 market update

Jul 17, 2024 - Canada Life

For the month ended June 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de juin 2024

Jul 05, 2024 - Canada Vie

Pour le mois ayant pris fin le 30 juin 2024...

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May 2024 market update

Jun 06, 2024 - Canada Life

For the month ended May 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more