Committed to making a positive difference

Our approach is straightforward. You have important aspirations in life and they are the foundation on which you build your financial plans. To achieve your dreams in a world where spin is the order of the day, you must have a team that takes the time to know and understand your financial goals, uses plain talk to cut through the spin, and commits to making a positive difference in your life.

Inglis Private Investment Counsel is that team. 

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Total Wealth Solutions 300

Total Wealth Solutions

Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;

  • Financial Planning
  • Investment Management
  • Insurance Solutions
  • Tax Solutions
  • Estate and Trust Services
  • Charitable Giving Strategies

 

Developing the right advice begins with building trust.

We earn that trust by getting to know you and learning what matters most to your family. It is only after we have completed a comprehensive discovery process and gained a solid understanding of your goals, that we can develop the plan that will help you achieve them.



MEET YOUR ADVISORY TEAM

Our advanced planning process involves our team of specialists, who first meet with you to gain a thorough understanding of your priorities.
Then we start developing your roadmap. We conduct a comprehensive analysis of your situation and formulate solutions. Depending on the complexity of your needs, we may ask to liaise with other professionals you use, to make sure everyone is on the same page.


advisor

Kim Inglis, BCom, CIM, PFP, FCSI, RIAC
Senior Portfolio Manager
Raymond James Ltd.
Schedule a Meeting

Kim Inglis, BCom, CIM, PFP, FCSI, RIAC

Kim is the founder of Inglis Private Investment Counsel, a financial advisory practice within Raymond James Ltd. She collaborates with 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 previous firm before becoming a Portfolio Manager.
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. Additionally, Kim earned her Responsible Investment Advisor Certification (RIAC) and is an active member of the Canadian Association of Farm Advisors. She also has her options license and U.S. securities license. Kim has earned her CFA ESG Certificate from the CFA Institute.
Kim is a big believer in supporting local charities, whether that is by volunteering time or providing financial support. She is a supporter of many community causes.
EDUCATION
Bachelor of Commerce (BCom), University of Victoria
CFA ESG Certificate, CFA Institute
Canadian Investment Manager (CIM), Canadian Securities Institute
Personal Financial Planner (PFP), Canadian Securities Institute
Fellow of CSI (FCSI), Canadian Securities Institute
Certificate in Advanced Investment Advice, Canadian Securities Institute
Responsible Investment Advisor Certification (RIAC), Responsible Investment Association
Accredited Investment Fiduciary (AIFP), fi360Branch Manager Course, Canadian Securities Institute
Trader Training Course, Canadian Securities Institute
Derivatives Fundamentals and Options Licensing, Canadian Securities Institute
U.S. Securities license, FINRA

 

Saundra McDougall

Saundra is an indispensable member of the team. She provides excellent service to our clients and does so with boundless positive energy. She has over 16 years of professional knowledge and experience in the financial industry. Born and raised on the coast of Vancouver Island, Saundra leads a very active and healthy lifestyle with her husband and two children.

Advisor

Saundra McDougall
Financial Advisor Assistant,
Raymond James Ltd.
Schedule a Meeting

 

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Raymond James Ltd.