Place Category: MelfortPlace Tags: Business succession planning, Cattle, Critical illness insurance, Disability insurance, Estate planning, Farm succession planning, Financial planning, GIC's, Grains, Insurance, Insurance planning, Investment planning, Life insurance, Long term care insurance, Mutual funds, Succession Planning, and Will planning
Kim has been in the financial services industry for the past 36 years. He first began his career with RBC in 1984 and remained with RBC through to 1995. He was located at several locations in Sask., providing personal financial services and solutions (both investments and lending). In 1996 Kim was hired by Investors Group as a financial consultant and successfully built a financial planning practice, providing fully integrated financial planning to his clientele. In 1999 he became an Associate Regional Director and in 2001 Kim obtained his Certified Financial Planner designation, becoming a member of the Canadian Institute of Financial Planner, and is governed by FP Canada (formerly Financial Planners Standards Council). In 2004 Kim decided to make a lifestyle change to free-up family time and moved from Regina to an acreage near St. Brieux. In 2006 and was a mobile mortgage specialist with RBC. In 2006 Kim returned to provide financial planning with a local Credit Union, and in 2011 Kim transitioned to Credential Financial Strategies, where he once again provides comprehensive financial planning, farm succession planning, business succession planning, investments and insurance to members of Accent, St. Gregor, LeRoy, and Raymore Credit Unions.
Kim originally grew up on a mixed farm (crop and cattle), near Radville, Sask. He and his spouse (Marie), live on an acreage near St. Brieux. Marie is employed by Bourgault Industries Ltd. (farm equipment manufacturer), whose corporate head quarters is located in St. Brieux.For his past 36 years in the financial services industry, the vast majority of Kim’s clients have been agricultural. Since 1996, Kim has provided comprehensive financial planning to these clients, and specializes in farm succession and business succession planning.
Member: Financial Planners Standards Council
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