Gene Kim, Cfp, Cim, Fcsi

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

Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth / Mandeville Private Client Inc. @ Summit Private Wealth / Mandeville Private Client Inc.
burlington, ontario, canada
Gene Kim, Cfp, Cim, Fcsi's Location
Montreal, Quebec, Canada, Canada
Gene Kim, Cfp, Cim, Fcsi's Contact Details

Gene Kim, Cfp, Cim, Fcsi work email

Gene Kim, Cfp, Cim, Fcsi personal email

Gene Kim, Cfp, Cim, Fcsi phone numbers

About Gene Kim, Cfp, Cim, Fcsi

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.

Gene Kim, Cfp, Cim, Fcsi's Current Company Details
Summit Private Wealth / Mandeville Private Client Inc.

Summit Private Wealth / Mandeville Private Client Inc.

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Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth / Mandeville Private Client Inc.
burlington, ontario, canada
Employees:
103
Gene Kim, Cfp, Cim, Fcsi Work Experience Details
  • Summit Private Wealth / Mandeville Private Client Inc.
    Branch Owner, Portfolio Manager, Private Wealth Manager
    Summit Private Wealth / Mandeville Private Client Inc. Mar 2015 - Present
    Montreal
    Certified Financial Planner, Chartered Investment Manager, and Fellow of CSI.
  • Summit Wealth Partners
    President
    Summit Wealth Partners Jan 2015 - Present
    Montreal, Canada Area
    Managing Director role for partnership in the wealth space.
  • Summit Private Wealth
    President / Financial Security Advisor
    Summit Private Wealth Jan 2010 - Present
    Montreal
    Specialized in bespoke financial solutions.Certified Financial Planner, Chartered Investment Manager, and Fellow of CSI.
  • Manulife Securities Incorporated
    Certified Financial Planner / Senior Investment Advisor
    Manulife Securities Incorporated Aug 2007 - Mar 2015
    Providing expert counsel to high net worth clients.
  • Berkshire Securities Inc.
    Investment Advisor
    Berkshire Securities Inc. Jan 2004 - Jul 2007
    Personalized financial planning for the mass affluent.

Gene Kim, Cfp, Cim, Fcsi Skills

Wealth Management Investments Financial Planning Estate Planning Risk Management Portfolio Management Financial Advisory Strategic Financial Planning Retirement Planning Pensions Mutual Funds Asset Management Investment Advisory Wealth Insurance Tax Succession Planning Ipp

Frequently Asked Questions about Gene Kim, Cfp, Cim, Fcsi

What company does Gene Kim, Cfp, Cim, Fcsi work for?

Gene Kim, Cfp, Cim, Fcsi works for Summit Private Wealth / Mandeville Private Client Inc.

What is Gene Kim, Cfp, Cim, Fcsi's role at the current company?

Gene Kim, Cfp, Cim, Fcsi's current role is Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth / Mandeville Private Client Inc..

What is Gene Kim, Cfp, Cim, Fcsi's email address?

Gene Kim, Cfp, Cim, Fcsi's email address is ge****@****ive.com

What is Gene Kim, Cfp, Cim, Fcsi's direct phone number?

Gene Kim, Cfp, Cim, Fcsi's direct phone number is (514) 852-5053 ext:300 (*****

What skills is Gene Kim, Cfp, Cim, Fcsi known for?

Gene Kim, Cfp, Cim, Fcsi has skills like Wealth Management, Investments, Financial Planning, Estate Planning, Risk Management, Portfolio Management, Financial Advisory, Strategic Financial Planning, Retirement Planning, Pensions, Mutual Funds, Asset Management.

Who are Gene Kim, Cfp, Cim, Fcsi's colleagues?

Gene Kim, Cfp, Cim, Fcsi's colleagues are Terry Petsis, Jason Chanyi, Maritza Silva, Noah Sheehan, Oluwaferanmi Adedeji, Julie Clarke, Melissa Percival.

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