Gene Kim, CFP, CIM, FCSI
Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth / Mandeville Private Client Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
French Full professional proficiency
Topline Score
Bio
Johanne Cantin
Gene has been my financial advisor for almost ten years now. He is very knowledgeable about the market, its opportunities and risks. Most importantly, he listens and knows his clients and he is able to recommend strategies which suit their needs. I highly recommend him for his professionalism, integrity and the results his sound investment strategies yield.
André Legault, CD
I had the pleasure and honor to work with Gene for a couple of years when I was at Manulife. Gene is a very professional, dedicated and knowledgeable individual who really cares for his clients. You owe it to yourself to have a CFP like Gene to take care of your portfolio.
Johanne Cantin
Gene has been my financial advisor for almost ten years now. He is very knowledgeable about the market, its opportunities and risks. Most importantly, he listens and knows his clients and he is able to recommend strategies which suit their needs. I highly recommend him for his professionalism, integrity and the results his sound investment strategies yield.
André Legault, CD
I had the pleasure and honor to work with Gene for a couple of years when I was at Manulife. Gene is a very professional, dedicated and knowledgeable individual who really cares for his clients. You owe it to yourself to have a CFP like Gene to take care of your portfolio.
Johanne Cantin
Gene has been my financial advisor for almost ten years now. He is very knowledgeable about the market, its opportunities and risks. Most importantly, he listens and knows his clients and he is able to recommend strategies which suit their needs. I highly recommend him for his professionalism, integrity and the results his sound investment strategies yield.
André Legault, CD
I had the pleasure and honor to work with Gene for a couple of years when I was at Manulife. Gene is a very professional, dedicated and knowledgeable individual who really cares for his clients. You owe it to yourself to have a CFP like Gene to take care of your portfolio.
Johanne Cantin
Gene has been my financial advisor for almost ten years now. He is very knowledgeable about the market, its opportunities and risks. Most importantly, he listens and knows his clients and he is able to recommend strategies which suit their needs. I highly recommend him for his professionalism, integrity and the results his sound investment strategies yield.
André Legault, CD
I had the pleasure and honor to work with Gene for a couple of years when I was at Manulife. Gene is a very professional, dedicated and knowledgeable individual who really cares for his clients. You owe it to yourself to have a CFP like Gene to take care of your portfolio.
Credentials
-
Certified Financial Planner (CFP)
Financial Planning Standards Council (FPSC) -
Chartered Investment Manager (CIM)
Canadian Securities Institute (CSI) -
Fellow of Canadian Securities Institute (FCSI)
Canadian Securities Institute (CSI)
Experience
-
-
Branch Owner, Portfolio Manager, Private Wealth Manager
-
Mar 2015 - Present
Certified Financial Planner, Chartered Investment Manager, and Fellow of CSI. Certified Financial Planner, Chartered Investment Manager, and Fellow of CSI.
-
-
-
Summit Wealth Partners
-
Canada
-
Financial Services
-
President
-
Jan 2015 - Present
Managing Director role for partnership in the wealth space. Managing Director role for partnership in the wealth space.
-
-
-
Summit Private Wealth
-
Canada
-
Financial Services
-
1 - 100 Employee
-
President / Financial Security Advisor
-
Jan 2010 - Present
Specialized in bespoke financial solutions. Certified Financial Planner, Chartered Investment Manager, and Fellow of CSI. Specialized in bespoke financial solutions. Certified Financial Planner, Chartered Investment Manager, and Fellow of CSI.
-
-
-
Manulife Securities Incorporated
-
Canada
-
Financial Services
-
1 - 100 Employee
-
Certified Financial Planner / Senior Investment Advisor
-
Aug 2007 - Mar 2015
Providing expert counsel to high net worth clients. Providing expert counsel to high net worth clients.
-
-
-
-
Investment Advisor
-
Jan 2004 - Jul 2007
Personalized financial planning for the mass affluent. Personalized financial planning for the mass affluent.
-
-
Community
