Profile
“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Ken Dixon,
Dixon Insurance Services
Gene Kim is the founder of Summit Private Wealth, a firm dedicated to serving high-net-worth clients and a premier independent financial practice focused on select multi-families.
Committed to helping clients succeed in utilizing a foundation of common sense, bespoke service and attention to detail, Kim specializes in risk management, private and alternative strategies, and prudent tax, retirement and estate planning. He has been selected as a Wealth Professional 5-Star Advisor for three consecutive years and nominated by the IIAC for the Top Under 40 Award.
He is an invited member of the Forbes Finance Council as a subject matter expert. He earned the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the CSI (FCSI) designations – the highest honours and most senior credentials within the Canadian financial services industry, reserved 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 assets worth $1–$2 million and above in Canada’s primary markets.
1501 McGill College Ave., Suite 1670, Montreal, Quebec, H3A 3M8
514 852 5053 ext. 300
gkim@mandevillepc.com
linkedin.com/in/summitprivatewealth
summitpw.com
Gene Kim
Portfolio Manager and Private Wealth Manager (Branch Owner)
Summit Private Wealth, Mandeville Private Client Inc.
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Bio
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Bio
Milestones
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Bio
Milestones
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Ken Dixon,
Dixon Insurance Services
2004–2007
2007–2015
2010–present
2015–present
2016–present
Investment Advisor at Berkshire Securities Inc.
2004–
2007
Certified Financial Planner/Senior Investment Advisor at Manulife Securities Inc.
CFP, CIM, and FCSI designations
2007–
2015
President/Financial Security Advisor at Summit Private Wealth Inc.
2010–
present
Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth, Mandeville Private Client Inc.
2015, 2017: Top 50 Advisor by Wealth Professional
2016: IIAC Top Under 40 Nominee, Wealth Professional Outstanding Advisory Teams
2018: Chairman’s Club, Wealth Professional Top Independent Advisor Office Finalist (Under 10 Staff)
2021, 2022, 2023: 5-Star Advisor by WP
2023: Advisory Team of the Year (Under 10 Staff) by WP
2015–
present
Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth, Mandeville Private Client
2015, 2017: Top 50 Advisor by Wealth Professional
2016: IIAC Top Under 40 Nominee, Outstanding Advisory Teams by WP
2018: Chairman’s Club, Top Independent Advisor Office Finalist (Under 10 Staff) by WP
2021, 2022, 2023: 5-Star Advisor by WP
2023: Advisory Team of the Year (Under 10 Staff) by WP
2015–
present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
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
How does he distinguish himself among fellow brokers?
“I believe all brokers are working very hard in a difficult market,” he says. “However, I have demonstrated continued growth, advocacy and performance on my client’s behalf, which is now recognised [for 10 consecutive years] in the Elite Broker awards.”
In 1990, Dixon got started with FAI, working in claims and as a team leader. From the late 1990s up until 2003, he worked at FAI and Suncorp in underwriting and as an area manager at VACC, CGU (South East Queensland). From 2003 to 2012, he got into broking and eventually started Dixon Insurance in 2013. Since then, he’s accumulated numerous acccolades, including Elite Broker, Diversity and Equity, and Fast Broker awards.
During the pandemic, Dixon challenged insurers over the Quarantine Act application to insurance wordings. His argument was that the Quarantine Act does not apply as an exclusion, as the Biosecurity Act was invoked by the Morrison Government, and this was not a subsequent amendment to the Quarantine Act. The test case in the Appeals court was won for Dixon’s client with a unanimous five-judge verdict.
He remains focused on transport, manufacturing, motor trade, engineering and large farm clients.
What are his plans for the future?
On a business level, “more of the same. I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes.”
On a personal level, Dixon invests significant time, effort and funds, along with his GT3, to support many charities through his passion for motorsport. From participating in and sponsoring the Thunderbolt Run (which provides tens of thousands of dollars in support for Beyond Blue and Prostate Cancer), to organising and running the Track Knights for Amira charity night where 28 Exotic Supercars raised funds through passenger laps in wet conditions, Dixon states “this is our time to give back to the community and those in need. My friendships and association with those seeking to do the same, allows us to contribute to those less fortunate and raise funds and awareness”.
He adds: “To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need.”