The Sommer Financial Group at CIBC Wood Gundy has been supporting the SOURCES Gala for a few years at the Bronze and Silver levels, but for our 24th Annual Enchanted Fundraising Gala, they moved up to be a Gold Sponsor!
Bryan Sommer is the Portfolio Manager and Investment Advisor at The Sommer Financial Group. He has served on the Board of Directors for Sources Community Resources Society since 2015. As someone who was born and raised in this community, Sommer wants to give back in his hometown.
“I am involved with SOURCES because I really believe in what they do and I connect with how they help our community. I’m proud to support SOURCES financially through sponsoring the Foundation’s Gala, but I’m also proud to be a part of SOURCES’ Board. We give our time, but we also get so much out of it.”
The Sommer Financial Group works with various types of clients, many of whom are financially capable of donating and making an impact in their community. In a typical planning paradigm, they first make sure that the client is financially stable, then they make sure their family needs are taken care of; once that is secured, they look at the social impact the client want to create.
“Once your core self is taken care of, we get to the social legacy part and can advise tax efficient strategies for our clients,” Sommer said.
it’s about living a legacy and helping others do so. “One way we can practice what we preach is by also getting involved ourselves. I believe it’s important to help make a difference while we’re alive and able. It goes back to the core value of being community-minded and giving back.”
One SOURCES program that is close to Sommer’s heart is the Dolly Parton’s Imagination Library.
“I’m quite fond of the Dolly Parton’s Imagination Library program because it connects with me where I’m at right now. I have young kids and I know how important reading is. That’s one of many SOURCES programs I directly see at home.”
“That is what is cool about SOURCES – there are so many programs that there is going to be a fit for someone no matter where they are in life. SOURCES just touches so many people.”
Thank you so much to Bryan Sommer and the Sommer Financial Group at CIBC Wood Gundy for your generosity and support – you help promote social wellness in our community.
Sommer has a free book available, The Reveal: Stepping Across the Line to Retirement. This book is an all-encompassing guide to preparing for a secure and fulfilled retirement. The Reveal brings valuable pieces of financial and personal advice to the table that will help with the transition into your retirement years. Donations are made to Dolly Parton’s Imagination Library for every book requested: www.therevealbook.ca
The Sommer Financial Group offers a comprehensive range of products and services to help you achieve your financial goals. This include tax planning, charitable giving, business succession planning, professional investment management, retirement planning, estate planning, and more. Visit their website for more information: https://www.cibcwg.com/web/bryan-sommer/