Kim Inglis

Kim Inglis Email and Phone Number

Senior Portfolio Manager @ Raymond James Ltd.
Kim Inglis's Location
Canada, Canada
Kim Inglis's Contact Details

Kim Inglis personal email

n/a
About Kim Inglis

Kim is the founder of Inglis Private Investment Counsel of Raymond James Ltd. Kim manages the holistic wealth management needs of private clients, families and institutions. She holds her Bachelor of Commerce (BCom), Canadian Investment Manager (CIM), and Personal Financial Planner (PFP). She also holds her Fellow of CSI (FCSI), a designation granted to financial professionals who have met the highest standards for education, ethics & experience. Additionally, Kim earned her Responsible Investment Advisor Certification (RIAC) and is an active member of the Canadian Association of Farm Advisors. She also has her options license and U.S. securities license.Kim recently earned her CFA ESG Certificate from the CFA Institute.Kim is a recognized authority in Canada on investments & personal finance strategies. She is regularly requested for interviews as a media commentator. Kim has appeared on BNN Bloomberg, Asset TV, CTV News Network and CBC. Kim is a contributing columnist for the Financial Post and is regularly quoted in The Globe & Mail. She's the regular financial columnist for Business In Vancouver & several community newspapers across Canada. Her writing has been featured in the Vancouver Sun, Vancouver Province, Ottawa Citizen, Calgary Herald, Edmonton Journal, Saskatoon Star Phoenix, Regina Leader-Post, Windsor Star, Montreal Gazette & Victoria Times Colonist. Additionally, Kim was a featured expert in a Ryerson McGraw-Hill textbook for university students./*********/http://bit.ly/1nspoNnhttps://bit.ly/3UPdtxV

Kim Inglis's Current Company Details
Raymond James Ltd.

Raymond James Ltd.

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Senior Portfolio Manager
Kim Inglis Work Experience Details
  • Raymond James Ltd.
    Senior Portfolio Manager
    Raymond James Ltd. Mar 2017 - Present
    Kim is the founder of Inglis Private Investment Counsel, an independent financial advisory group within Raymond James Ltd. With over 18 years of experience in the financial industry, Kim manages the holistic wealth management needs of private clients, families and institutions. She focuses on establishing strategies, processes, risk management, and asset management tools that meet targets and generate consistent performance. Kim is a recognized media professional dedicated to upholding the highest standards for education, ethics, and expertise. She believes that a global perspective is a necessity and that success is derived by stepping outside the pond.Areas of Expertise:• Wealth management• Portfolio management & construction• Investment strategies & asset allocation• Designations: CIM, PFP, FCSI, RIAC
  • Freelance Financial Columnist
    Freelance Financial Columnist
    Freelance Financial Columnist Aug 2007 - Present
    • Contributing columnist for the National Post and Financial Post (circulation >201,000)• Regular columnist for Business In Vancouver and several community newspapers across Canada• Featured expert in Ryerson McGraw-Hill textbook for university students• Freelance work has been featured in most major provincial newspapers in Canada
  • Media Commentator
    Media Commentator
    Media Commentator Jun 2014 - Present
    • Regularly requested for interviews/quotes as a media commentator• Appearances on the BNN Bloomberg, Asset TV, CTV News Channel and CBC• Quoted in The Globe and Mail
  • Canaccord Genuity Wealth Management Canada
    Investment Advisor & Portfolio Manager
    Canaccord Genuity Wealth Management Canada Jun 2006 - Mar 2017

Kim Inglis Skills

Wealth Equities Succession Planning Alternative Investments Asset Allocation Asset Management Building Relationships Capital Markets Entrepreneurship Equity Research Estate Planning Finance Financial Advisory Financial Planners Financial Planning Financial Services Funding High Net Worth Individuals Ipo Insurance Investment Advisory Investment Strategies Investments Investor Relations Journalism Mutual Funds Portfolio Management Private Equity Private Placements Retirement Retirement Planning Securities Securities Market Strategic Financial Planning Strategy Trading Venture Capital Wealth Management Wealth Management Services

Kim Inglis Education Details

Frequently Asked Questions about Kim Inglis

What company does Kim Inglis work for?

Kim Inglis works for Raymond James Ltd.

What is Kim Inglis's role at the current company?

Kim Inglis's current role is Senior Portfolio Manager.

What is Kim Inglis's email address?

Kim Inglis's email address is ki****@****ord.com

What schools did Kim Inglis attend?

Kim Inglis attended University Of Victoria.

What are some of Kim Inglis's interests?

Kim Inglis has interest in Animal Welfare.

What skills is Kim Inglis known for?

Kim Inglis has skills like Wealth, Equities, Succession Planning, Alternative Investments, Asset Allocation, Asset Management, Building Relationships, Capital Markets, Entrepreneurship, Equity Research, Estate Planning, Finance.

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