Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Born and raised in the small town of Parry Sound, with a mother and an uncle in the financial services industry, Kaila Stevenson always knew she would pursue the same career track.
From a young age, the path was set for her to start in the banking industry, to learn, grow, and – when the time was right – to join Sound Wealth Financial, the firm her mother created. Since coming on board, Stevenson has enabled Sound Wealth to take a new direction and keep up with the times.
The firm’s rebranding, reflected in a new website and a stronger social media presence, was launched to showcase its capabilities. In 2022, Sound Wealth opened its first brick-and-mortar location that the team is proud to call an office.
The all-female firm takes pride in listening, understanding, and ensuring that clients are informed and knowledgeable about their financial decisions.
Despite being established in her career, Stevenson sees her role as something more than work. It is an exciting, rewarding, and empowering part of her life. As a proud mother of two boys who are her biggest supporters, she hopes one of them would follow in their mother’s and grandmother’s footsteps in the future.
10 William Street, Parry Sound, ON, P2A1V1
705 774 1447
kaila@soundwealthfinancial.ca
ca.linkedin.com/in/kaila-stevenson-937422186
soundwealthfinancial.ca
Kaila Stevenson
Firm Partner
Sound Wealth Financial
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2009–2011
2011–2013
2014–2018
2019–2020
2023–present
Financial Service Advisor at TD Canada Trust
2009–
2011
Senior Financial Advisor at CIBC
2011–
2013
Commercial Account Manager at BrokerLink Insurance
2014–
2018
Financial Security Advisor at Sound Wealth Financial
2019–
2020
Financial Security Advisor and Firm Partner at Sound Wealth Financial
2023–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Milestones
ELITE WOMEN 2024 JUDGE