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

Faites travailler votre don

juin 01, 2023 - Canada Vie

Les dons de bienfaisance font-ils partie de votre programme financier? Découvrez comment vous pouvez faire travailler l’argent que vous donnez...

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Planification financière pour les familles 2ELGBTQI+

mai 24, 2023 - Canada Vie

Qu’il soit question de planification financière ou de planification successorale, de nombreux aspects du bien-être financier concernent uniquement les personnes, les couples et les familles 2ELGBTQI+...

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Quatre conseils pour maximiser votre budget d’aménagement paysager

mai 15, 2023 - Canada Vie

Aménagez votre cour sans vous ruiner...

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