WPCA Top 50 Advisor: Gene Kim

WPCA Top 50 Advisor: Gene Kim

WPCA Top 50 Advisor: Gene Kim Gene Kim
Name: Gene Kim CFP, CIM
  • President/ Financial Security Advisor, Summit Private Wealth, Inc. (2004)
  • Division Manager/Senior Investment Advisor, Manulife Securities Incorporated (2004)
  • Years of Experience:
    10 Years of experience in the financial industry.
    Ranked #11 in Canada’s top financial advisors by Wealth Professional Magazine 2014
    • CSF
    • CSI
    • FPSC
    • AMF
    • OSC
    • BCSC
    • ASC
    • NBSC
    Current Town

    Montreal, Quebec

    Family Married, 2 children
    Interests Finance, wealth/portfolio management, business, volunteerism, mentorship, coaching, reading, travel, golf, training, all sports
    Other Information Certified Financial Planner, Chartered Investment Manager, HNW/SME specialist
    Website http://www.summitprivatewealth.ca
    LinkedIn http://www.linkedin.com/in/summitprivatewealth

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014