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Phoebe Kim

Senior Private Banker

  • CIWM
  • CIM®

Working together to help you achieve what truly matters to you

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.

LANGUAGES

English

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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