Gene Kim

How to attract physician clients

Advisor explains how he brings doctors into his practice and turns them into clients by respecting their time and limiting his use of jargon

Top 5-Star Advisors in Quebec revealed

Wealth Professional shines the spotlight on 14 wealth advisors and portfolio managers who are making their mark

5-Star Advisors (Quebec and Western Canada) 2022

These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives

An education in value

The son of two South Koreans, Gene Kim has built a differentiated practice through the power of perseverance and a hunger for knowledge

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

COVID-19 spoiler alert: this too shall pass

Portfolio manager believes true investment conviction is found during moments of hardship, not when things look rosy

The day that was

A daily roundup of WP’s top news and analysis

A 2020 vision for Canadian alternative investments

Portfolio manager explains why ‘the writing’s on the wall’ when it comes to adoption in retail space

Why boutique firm is ideal home for ambitious advisor

Branch co-owner praises company’s ‘out-of-the-box thinking’ and mix of public and private investments

A firsthand view of success

Jonathan Showers shares how focus, the human element, and a willingness to push forward have helped him succeed