Summit Private Wealth

Overview

Summit Private Wealth describes itself as a Montreal-based multi-family office serving high-net-worth clients with coordinated wealth-management advice. Its offering covers portfolio management, retirement solutions, advanced tax strategies, estate planning, and corporate strategies.¹²

Leadership

Gene Kim is President and Financial Security Advisor of Summit Private Wealth Inc. He is also Branch Owner, Portfolio Manager, and Private Wealth Manager for Summit Private Wealth and Mandeville Private Client Inc. Joseph Tadrous is Client Services Representative for Summit Private Wealth Inc. and Associate Investment Advisor for Summit Private Wealth and Mandeville Private Client Inc.¹⁰¹¹

Val Sorin Novac is Branch Manager of Mandeville Private Client Inc., with CIM, FCSI, MBA, and B.Eng. credentials. Jiwon Lee is Vice President of Operations for Summit Private Wealth Inc. and Branch Administrator for Summit Private Wealth and Mandeville Private Client Inc.¹²¹³

Services

Summit reports a holistic planning process that begins with each client’s goals and integrates portfolio management, tax planning, retirement planning, and estate planning. The firm offers public-market, alternative-asset, and private-equity investments through fee-based and discretionary portfolio options.⁴⁶

Its transparent professional fees cover financial counsel, trade execution, plan development, plan reviews, and coordination with other professional advisers. Summit also provides consolidated reporting with year-to-date and since-inception performance net of fees, transaction reporting, tax reporting, and daily online portfolio access.⁸⁹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Private and alternative investments
• Retirement planning

Client Focus

The firm identifies entrepreneurs, health professionals, corporate executives, retirees, and trusts and estates among its client profiles. It serves mass-affluent, high-net-worth, and high-income clients, while also considering people whose earnings and savings capacity indicate a future need for its services.³⁷

Approach

Summit says its investment philosophy emphasizes meaningful goals, expert collaboration, prudent use of capital, concentrated ownership of quality businesses, and long-term holding.⁵

The firm states that its relationship with Mandeville Private Client is intended to preserve an independent, boutique character while providing access to a broader financial-services platform. Its website says Mandeville Private Client Inc. is an investment dealer regulated by the Canadian Investment Regulatory Organization and a member of the Canadian Investor Protection Fund.¹⁴¹⁵

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.