Gene Kim, Cfp, Cim, Fcsi Email & Phone Number

Founder of Summit Private Wealth, a firm dedicated to serving high net worth clients. Pursued a vision of creating a premier independent financial practice focused on select multi-families. Passionate about commitment to helping clients succeed utilizing a foundation of common sense. Practice specializes in risk management, optimizing investment opportunities, and prudent planning.Honours include leadership and the ability to recruit, train and nurture talent with associate advisors. Ranked amongst Canada’s Top 50 financial advisors by the industry and was the focus of a feature story in industry magazines such as the Wealth Professional. Nominated by the IIAC for the Top Under 40 Award. Invited member to the Forbes Finance Council as a subject matter expert.Earned the CFP, CIM, and FCSI, the highest honour and most senior credential within the Canadian financial services industry. Reserved solely for an elite group of experienced financial services professionals and distinguished leaders that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.Giving back to the community as a member of professional associations and charitable organizations such as the FPSC, Sainte-Justine Hospital Foundation and as a founding member of the Montreal Mentor’s Club. Support numerous hospitals, the ALS Society, Canadian Breast Cancer Foundation, Auberge Shalom, among others.Time with family is cherished and enjoy playing hockey, skiing, golf, playing chess with daughter and son, and travel. As a lifelong student, enjoy reading whenever time permits.On the lookout for new talent to join the team at Summit Private Wealth. While most firms are looking for advisors, we're looking for the right partners. As a boutique firm, we invite only those associates that exhibit a strong sense of integrity, drive, and an understanding of common brand equity to apply. To learn more or to forward your resume please message me.

Listed skills include Wealth Management, Investments, Financial Planning, Estate Planning, and 14 others.