Bryan Sommer, CPA, CA, CFP, CIM's Email & Phone Number

💼 Past Experience

Bryan Sommer has been working in the financial industry for over 10 years and has had a professional background in investments, financial planning, and taxation. He holds a BSc from the University of Guelph and an MSc from the University of Toronto. Sommer has experience in both the financial planning and investment sectors, having worked in both customer service and investment planning. He is a Chartered Accountant and has worked in the financial services industry for over 10 years.

🎓 Education

Bryan Sommer's professional background and work readiness come from his education and experience with Chartered Professional Accountants of Canada (CPA Canada) and Canadian Securities Institute (CSI). At CPA Canada, Sommer was a Fellow of the Chartered Securities Institute (CSI). At CSI, Sommer was a Chartered Investment Manager (CIM) from January 2009 to January 2018. He was also a Certified Financial Planner (CFP) from January 2007 to January 2009. Sommer also completed Intermediate Business Valuation at the Canadian Institute of Chartered Business Valuators (CICBV) in January 2007 and BCommEntrepreneurship at the University of Victoria from January 2000 to January 2005. Sommer’s experience in these fields led him to his current position as a Certified Financial Planner (CFP) at FP Canada.

💡 Technical & Interpersonal Skills

When it comes to his professional skills, Bryan Sommer can be counted on to have many years of experience in the field. He has held a variety of roles in financial planning and investment, including those at CIBC Wood Gundy where he has held a number of positions including portfolio manager, financial planner, and author. Sommer has also worked in customer service and has experience in all different aspects of the financial services industry, including currency exchange and chartered accounting.Sommer has a great deal of knowledge and experience when it comes to financial planning, and he is able to provide 1-on-1 or group services to clients. He is also known for his spot-on investment advice and his ability to provide financial planning and wealth management services to clients from a practical perspective. Sommer’s years of experience in the field, as well as his team-oriented approach to work, make him one of the most skilled and knowledgeableprofessional professionals in the field.Sommer is also highly presentational and interpersonal skills- he is able to effectively communicate with clients and understand their needs. He also has a wealth of interpersonal skills that make him well-suited for a leadership role in a group setting. Sommer is comfortable working with a team, and he is able to work with a variety of clients and groups, which makes him a valuable asset to any organization. Overall, Bryan Sommer is a highly skilled and experienced individual who is well-suited for a leadership role in a group setting. He is highly knowledgeable and provides excellent service to his clients, and he is also highly presentational and interpersonal skills. Sommer is a prototypical leader who can work well with a team and understand the needs of his clients. He is a valuable asset to any organization, and we recommend him for any position he may be interested in.