Interview with Omer Naek (@omernaekig)

Interview with Omer Naek (@omernaekig)


Thank you so much for joining us! Can you tell us a story about what brought you to this specific career path?

Originally my goal was to find a job that paid very well. As a young student graduating University, there was way too many career options. A friend told me to look into Financial Planning and investments. From there I started studying financial planning with the IQPF. I love the fact I could help people reach goals they thought were never possible. From the age of 21-30, I studied my craft. I increased my knowledge by getting my financial planning designation, my Canadian securities certificate and much more so my clients would never have a doubt working with me.

Can you share the most interesting story that happened to you since you started doing this?

I was working with a older couple that had never invested before. They were in their 70s at the time and thought it was too late to make any money. I made them a proper plan and showed them that they could still live their dream retirement life. Fast forward 5 years and they are now traveling 4-5 times a year, driving a new car and they can leave a proper estate for their children. Yes, making money is always fun but helping clients realize their dreams is a lot more satisfying.

Which tips would you recommend to your colleagues in your industry to help them thrive and not “burn out”?

Never let your job interfere with you personal life. Always make time for yourself and your mental well being. Go for a run, go to the gym, read a book, jump in the pool. It’s ok to be a workaholic but it’s also ok to take time away from your job and disconnect. Life is too short not to be happy.

None of us can succeed without some help along the way. Is there a particular person who you are grateful towards who helped get you to where you are? Can you share a story? 

There are many people who have helped me along the way. My friends and family have been true supporters and have always been there to pick me up when I thought I could not continue. Surrounding yourself with friends that cheer you on along your journey is more valuable than anything money can buy.

How have you used your success to bring goodness to the world?

As I grow older and grow my personal wealth, I’ve learnt that money doesn’t buy happiness but it can help with making others in need happy.
I try to donate as much as I can realizing that I have been blessed with a position that many people are not in. I don’t donate in one specific cause but anything and everything related to being a good human being. Helping a homeless man, tip big to a struggling waiter or fast food worker. Donate money to countries over seas. Helping animal shelters protecting our beautiful creatures. Helping a struggling friend. Ultimately being a good person and kind to everyone and anyone.

Do you have a favourite “written Quote”? Can you share a story of how that was relevant to you in “Surround yourself with friends or a network that are more successful than you”
You should never be “top dog” in your circle of friends or network. This will help you push yourself to always try to attain another level of achievement. It will also humble you very fast.
It has helped with my growth path of never being satisfied with how much I make. It keeps me motivated and makes sure I will never be bored with what I do.

How can our readers follow you on social media? 

They can follow me on Instagram: omernaekig or on LinkedIn: Omer Naek
My company page :

Anything specific you’d like to have mentioned in the article? 

I’m a true believer in live life to the fullest because you never know when it’s your last day. Always put your happiness first because your happiness is what will help with how you make others happy.