Gene Kim CFP, CIM, FCSI
President, Financial Security Advisor - Summit Private Wealth Inc.
Branch Owner, Portfolio Manager, Private Wealth Manager - Summit Private Wealth / Mandeville Private Client Inc.
As the founder of Summit Private Wealth, a firm dedicated to serving high net worth clients, Gene has made his vision of creating a premier independent financial practice a reality. Prior to re-joining with the principals of Mandeville Private Client Inc., he has been established in the financial services industry since 2000 working for both big banks and lifecos in the public sector as well as private companies. He is committed to honouring the principles of wealth creation and preservation for his clients.
Gene is a Certified Financial Planner (CFP) as recognized by the Financial Planning Standards Council (FPSC), earned the Portfolio Manager (PM) title by way of holding the Chartered Investment Manager (CIM) designation, and has been admitted as a member of the Fellow of the Canadian Securities Institute (FCSI), which is the highest honour and most senior credential within the Canadian financial services industry. It is reserved solely for an elite group of experienced financial services professionals and distinguished leaders that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
With his previous dealerships, Gene has been honoured as a visionary leader and for his ability to recruit, train and nurture talent with associate advisors. He has been ranked amongst Canada’s Top 50 financial advisors by the industry. And his abilities to produce and grow assets were the focus of a feature story in industry magazines such as the Wealth Professional. Gene was nominated by the Investment Industry Association of Canada (IIAC) for the Top Under 40 Award which recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, qualities and accomplishments have brought distinction to the investment/financial industry. He is also an invited member to the Forbes Finance Council as a subject matter expert.
Throughout the years, Gene has been active in giving back to the community as a member of professional associations and charitable organizations such as the FPSC, Sainte-Justine Hospital Foundation and as a founding member of the Mentors Club Montreal. He is also a proud supporter of the ALS Society, Royal Victoria Hospital Foundation, Jewish General Hospital Foundation, Montreal Children’s Hospital Foundation, Canadian Breast Cancer Foundation, Auberge Shalom, among others.
Gene cherishes his time with family and enjoys playing hockey, skiing, golf, playing chess with his daughter and son, travelling, and getting together with his close circle of friends. He also enjoys reading whenever he can find time and considers himself a lifelong student.
Q&A (Getting to know me)
- Where are you from? Montreal born, Korean raised
- What languages do you speak? English, French, Korean, Italian (enough to travel)
- Last supper? No. 9 Tonkinoise soup at Pho Lien and chef Antonio Park’s Omakase
- Favourite music? British invasion
- Bucket list? Seychelles, Bora Bora, South Africa