As a financial advisor at one of
One of Sommer's greatest assets is his age. As someone in his mid-30s, Sommer has gained experience to help successfully lead his clients, but he also provides the assurance that he won't be passing off his clients when he retires. "My clients know that I will be there for them, and I will be there for their children and for their grandchildren. I will not be retiring myself just as they are settling into a comfortable retirement," Sommer explains. "They have seen clearly the importance of building a strong and trusting relationship with a financial advisor, and the last thing they want to do, as they are trying to enjoy their retirement, is to devote their energies to building such a relationship with someone else."
In The Reveal, Sommer walks people through the different stages of retirement: the preplanning, the act of retiring, trusting the plan that is in place, and looking after your family throughout retirement and even after. Interspersed with real-life anecdotes and success stories, The Reveal also discusses the best ways to use the tax system to one's advantage and the questions that need to be asked throughout retirement planning.
Sommer also understands that it's not just a personal retirement plan — there are other factors to consider. Personal financial independence may be the segment of retirement that is most focused on, but Sommer knows that family and social legacy play into retirement as well. Many want to leave a mark on their community or society, as well as ensuring that their families are looked after once they can no longer do so.
"In many situations, through proper planning, people can do more for both their families and charity while saving on taxes," Sommer explains. "Instead of the government collecting a major share and distributing the assets as it sees fit, they could keep control over exactly who benefits from their life' s work."
Sommer wants to share his experience and expertise with as many people as he can, hoping they too can have a successful retirement and pre-retirement.
Proudly carrying on the family tradition within the financial services industry,
Born and raised in
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SOURCE CIBC Wood Gundy