Skip to main content

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, Korean

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?