“I’m so proud to see that through my hard work and that of my team, we have built trust with our industry partners”
Victoria Coster,
Credit Fix Solutions
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, businesses, and foundations.
Kim is passionate about commitment to helping clients succeed in utilizing a foundation of common sense, bespoke service, and attention to detail. His practice specializes in risk management, private and alternative investments, and prudent tax, retirement, and estate planning strategies.
Selected as a 5-Star Top Advisor for four years running by Wealth Professional, he was nominated by the IIAC for the Top Under 40 Award. Kim is also an invited member of the Forbes Finance Council as a subject matter expert.
He earned the CFP, CIM, and 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 of advanced education, ethical conduct, industry experience, and peer endorsement.
The practice mainly targets accredited investors and clients with investment 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
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Bio
Milestones
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Bio
Milestones
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Bio
Milestones
“I’m genuinely keen to keep bettering myself”
Victoria Coster,
Credit Fix Solutions
2004–2007
2007–2015
2010–present
2015–present
2022
Investment Advisor at Berkshire Securities
2004–
2007
Certified Financial Planner/Senior Investment Advisor at Manulife Securities
Obtained the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the CSI (FCSI) designations
2007–
2015
President/Financial Security Advisor at Summit Private Wealth
2010–
present
Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth, Mandeville Private Client
IIAC Top Under 40 Nominee: 2016
Wealth Professional 5-Star Top Advisors: 2021, 2022, 2023, 2024
2015–
present
Became a managing partner at Diligence Wealth Management
2022
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
· commercial department has increased in both size and stature, growing the commercial department in size and stature over 200 percent in both personnel and portfolio size over the past three years
· over the past two and a half years, his sales have increased by more than 150 percent, and since mid-May 2024, he has already achieved over $600,000 in new business sales
Colleagues acknowledge him as one of the main drivers of the brokerage’s shift, and, in addition to being its top commercial salesperson, he also serves as an invaluable mentor to new teammates, using his extensive experience and knowledge to help others with their sales pitches and presentations.
“While in the broker channel, I had the privilege of working alongside former Rising Star winners Nick Rizzuto and Adam Mitchell, CEO of Mitch Insurance,” says Manson. “My focus has always been on deepening my industry knowledge and delivering tailored solutions to my clients rather than seeking the spotlight.”
IBC recognized Manson as a Rising Star of 2024 for his significant achievements and influence in positively impacting the industry.
Since joining the IBADR, Manson has helped increase the affiliate’s exposure, raise awareness about its work, and boost event attendance through new social outings and RIBO-accredited courses. These efforts have helped increase membership and the charitable donations raised by the IBADR.
Manson is passionate about sharing his experience and knowledge to help educate others and raise awareness of industry issues. He strives to offer unique perspectives on how the industry can evolve, grow, and enhance its products and services.
With a solid commitment to continuous learning, he has earned his CIP, passed the RIBO technical exam, and completed risk management courses in the US.
Manson plans to keep using his voice to help the industry advance.
Profile