Profile
“Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome”
George Louca,
3LANE Finance
Gene Kim is the founder of Summit Private Wealth, a firm dedicated to serving affluent clients. Summit Private Wealth is a premier independent financial practice focused on serving select multi-families, businesses, and foundations.
Kim is passionately committed to helping clients succeed through his firm’s foundation of common sense, bespoke service, and attention to detail. His practice specializes in risk management, private and alternative investments, as well as prudent tax, retirement, and estate planning strategies.
Due to his achievements, Kim has been selected as a 5-Star Top Advisor for five consecutive years by Wealth Professional. He was nominated by the IIAC for the Top Under 40 Award and is an invited member to the Forbes Finance Council as a subject matter expert.
Kim has earned the CFP, CIM, and FCSI, the highest honour and most senior credential within the Canadian financial services industry, reserved for an elite group of experienced financial services professionals and distinguished leaders who meet the highest standards for advanced education, ethical conduct, industry experience, and peer endorsement.
The practice mainly targets accredited investors and clients with $1 million to over $2 million in investment assets in Canada’s primary markets.
1501 McGill College Ave., Suite 1670, Montreal, QC
514 852 5053 x 300
gkim@mandevillepc.com
linkedin.com/in/summitprivatewealth
summitpw.com
Gene Kim
Portfolio Manager, Private Wealth Manager (Branch Owner)
Summit Private Wealth, Mandeville Private Client
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Bio
Milestones
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market”
George Louca,
3LANE Finance
2004–2007
2007–2015
2010–
present
2015–
present
2025
Berkshire Securities
2004–
2007
Manulife Securities
2007–
2015
Summit Private Wealth
2010–
present
2015–present: Mandeville Private Client
2016: IIAC Top Under 40 Nominee
2021, 2022, 2023, 2024, 2025: 5-Star Top Advisors
Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the CSI (FCSI)
2015–
present
Successfully mentored three advisors to independence and currently leading a team of emerging professionals
2025
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
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