12 GENE KIM

12 GENE KIM

Summit Private Wealth
Mandeville Private Client

Montreal, QC

Financial understanding is not something that should be put off, in Gene Kim’s view – he’s currently in the process of writing a financial book for adults and children. His future readers are in good hands: A holder of CFP, CIM and FCSI designations, Kim grew his AUM by $50 million this year, and also increased his client base to 150 people.

Company Information

  • Summit Private Wealth
  • 1250 René-Lévesque Blvd. W. Suite 2880 Montreal, QC H3B 4W8

Contact Information