Kim Inglis
Finance · Canada · 1-10 Employees
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Overview
Headquarters
CanadaWebsite
www.kiminglis.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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1
About Kim Inglis
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) designations, strengthening the strategic expertise she offers high and ultra-high net-worth clients. She also holds her Fellow of CSI (FCSI), an accreditation granted to financial services professionals who have met the highest standards for education, ethics, and experience. Kim also has her options license and 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.Explore more
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Kim Inglis
<$5M
1-10
Private
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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) designations, strengthening the strategic expertise she offers high and ultra-high net-worth clients. She also holds her Fellow of C... Read More
