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Kim Inglis

Financial Advisor & Associate Portfolio Manager
kim.inglis@raymondjames.ca
416-777-6417
604-654-1160

 

Kim is the founder of Inglis Private Investment Counsel, a financial practice within the Private Client Group at Raymond James Ltd. Kim works with individuals, families and institutions to help them achieve their financial goals by identifying needs and providing solutions.

Kim obtained her Bachelor of Commerce from the University of Victoria. Her entrepreneurial spirit drew her to the financial services industry, where she began in the U.S. trading department of an investment firm before becoming a Financial Advisor & Associate Portfolio Manager.

Based in Toronto, Kim specializes in conservative wealth management and financial planning. Kim holds her Canadian Investment Manager (CIM), Personal Financial Planner (PFP), and Accredited Investment Fiduciary (AIFP) accreditation, adding to the strategic expertise she offers high and ultra-high net-worth clients. She also holds her Fellow of CSI (FCSI), a designation granted to financial services professionals who have met the highest standards for education, ethics, and experience. Kim also has her options license and her U.S. securities license.

Kim received the 2012 & 2013 Five Star Wealth Manager Award, an award given to less than 2 percent of the wealth managers in the Vancouver area. She was also a finalist for the 2015 Advisor of the Year at the Wealth Professional Awards.

In the Media

Kim is a recognized authority in Canada on investments and personal finance strategies. She is regularly requested for interviews as a media commentator and has appeared on the Business News Network (BNN) and CTV News Channel. She is also frequently quoted in The Globe and Mail.

Kim is a contributing columnist for the National Post and Financial Post (circulation >201,000). She's also the regular financial columnist for Business In Vancouver and several community newspapers across Canada. Her writing has been featured in the Vancouver Sun, Vancouver Province, Ottawa Citizen, Calgary Herald, Edmonton Journal, Saskatoon Star Phoenix, Regina Leader-Post, Windsor Star, Montreal Gazette, and Victoria Times Colonist. Additionally, Kim was a featured expert in a Ryerson McGraw-Hill textbook for university students.

In Kim's spare time

Kim strongly believes in giving back and actively contributes to the community. She is a regular volunteer with the Toronto Police Service, helping in their mounted unit. Kim is a member of the Ring Committee at the Royal Agricultural Winter Fair. She is also a past President and Director of the New Stride Thoroughbred Adoption Society, a non-profit organization dedicated to finding adoptive homes for non-competitive and injured Thoroughbred racehorses. Kim remains actively involved as coordinator of the charity's annual Thoroughbred Jumper Challenge.

Kim is an ardent fan of many sports and regularly competes in triathlons. She is an avid equestrian and applies the same enthusiasm to downhill skiing. Prior to university Kim was an elite national-level athlete in flat water sprint canoe.