With over 10 years of financial services and investment experience, Phoebe Kim is actively focused on helping to provide comprehensive wealth management services and solutions to high net worth individuals and families.
She has earned the professional designation of Certified International Wealth Manager (CIWM) and is a member of the Association of International Wealth Management. She also holds Chartered Investment Manager (CIM®) designation. She has completed the Canadian Securities Course, Professional Financial Planning Course, Advanced Retirement Strategy, Advanced Investment Strategy, Advanced Estate and Trust Planning and Trust Strategies courses, Wealth Management Essentials Course. She is committed to continuous improvement in education to keep breadth of knowledge in the financial service industry to better help her clients.
Phoebe is an experienced financial service professional who understands the complexity of wealth management. She will work closely with you, helping you with your often-complex banking and credit requirements.