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

Senior Portfolio Manager
kim.inglis@raymondjames.ca
416-777-6417 (Toronto)
604-654-1160 (Vancouver)
250-979-1803 (Kelowna)

 

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 recently earned her CFA ESG Certificate from the CFA Institute.

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 BNN Bloomberg, Asset TV, CBC News, 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.

Charitable work & community involvement

Kim strongly believes in giving back and actively contributes to the community.

Kim sits on the Board of the Central Okanagan Foundation and co-chairs the Investment Committee. She is also a Board Member with the Central Okanagan Land Trust.

Kim sits on the Advisory Committee for the Raymond James Canada Foundation (RJCF). Established in September 2012, RJCF has facilitated grants of more than $6.8 million to over 1,000 charities across Canada. She also helps organize the firm's Life Well Lived program, a health and wellness initiative for Raymond James employees.

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 involved as a coordinator for the charity's annual Thoroughbred Jumper Challenge. She is also a regular volunteer with the Toronto Police Service, helping in their mounted unit.

She is also the proud sponsor of a trail in Myra-Bellevue Provincial Park in beautiful Kelowna, BC through Friends of the South Slopes Society (FOSS). As a part of her sponsorship, she helps with the general maintenance of the trail system.

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

In Kim's spare time

Kim is an ardent fan of many sports and enjoys surfski and cycling (road and mountain bike). 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.

Fun fact

Kim once developed 3 mobile apps for equestrians, just for the heck of it!