Place Category: Okanagan
Kim is the founder of Inglis Private Investment Counsel, a financial advisory practice within Raymond James Ltd. She collaborates with high and ultra-high net worth families, entrepreneurs, corporations, and charities to achieve their financial goals.
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 a predecessor firm before becoming a Financial Advisor & Associate Portfolio Manager.
Based in Kelowna, Kim specializes in conservative wealth management and financial planning. Kim holds her Canadian Investment Manager (CIM) and Personal Financial Planner (PFP) 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.
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 has also been quoted in The Globe and Mail.
She 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. Her freelance column has been featured in most major provincial newspapers in Canada.
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 a coordinator of the charity’s annual Thoroughbred Jumper Challenge.
Kim is an ardent fan of many sports and regularly competes in triathlons. She is also an avid equestrian and applies the same enthusiasm to downhill skiing. Prior to university Kim was an elite national-level athlete in flat water canoeing.
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