Profile
Gene Kim, CFP, CIM, FCSI is a portfolio manager and private wealth manager at Summit Private Wealth, a premier independent financial practice focused on a multi-family office model serving affluent families, businesses, and foundations.
Kim and his team are passionately committed to helping clients succeed utilizing a foundation of common sense, bespoke service, and attention to detail. Their practice specializes in elite management, private and alternative investments, and prudent bias, retirement, and estate planning strategies.
Kim has been selected as a 5-Star Top Advisor by Wealth Professional for five years running and nominated by the IIAC for the Top Under 40 Award. He is an invited member to the Forbes Finance Council as a subject matter expert.
He also earned the CFP, CIM, and FCSI, the highest honour and most senior credential within the Canadian financial services industry, 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.
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, H3A 3M8
514 852 5053 x 300
gkim@mandevillepc.com
linkedin.com/in/summitprivatewealth
summitpw.com
Gene Kim, CFP, CIM, FCSI
Portfolio Manager, Private Wealth Manager (Branch Owner)
Summit Private Wealth
Mandeville Private Client Inc.
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Bio
Milestones
2004–2007
2007–2015
2010–Present
2015–Present
2025
Investment Advisor at Berkshire Securities Inc.
2004–2007
Senior Investment Advisor, Certified Financial Planner at Manulife Securities Inc.
2007–2015
Financial Security Advisor (Founder and CEO) at Summit Private Wealth Inc.
2010–Present
Portfolio Manager, Private Wealth Manager (Branch Owner) at Mandeville Private Client Inc.
Wealth Professional, 5-Star Top Advisors: 2021, 2022, 2023, 2024, 2025, 2026
IIAC Top Under 40 Nominee: 2016
Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the CSI (FCSI)
2015–Present
Top Year-on-Year Net Sales Award
2025
Milestones
“At this stage in my career, I’m not trying to impress clients with technical language. I’m focused on helping them make better decisions”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
“A message is only as strong as the receiver’s ability to understand it. Good intent isn’t enough if the client can’t clearly see the benefits and trade-offs”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
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