Gene Kim of Summit Private Wealth is rank 12 in Wealth Professional Canada's 2017 Top 50 Advisors
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.
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.
