Bennett Kim, B.A., D.ULE
Wealth Management Advisor
Wealth Management Advisor
Bennett has been a global mutual fund investor while attending the University of Toronto, studying ECONOMICS and HISTORY and graduating in 1990.
Throughout his education years, Bennett had a keen interest in and learned the fundamentals of money management and investing. His first personal experience, investing began in 1986.
Bennett’s voracious appetite for learning resulted in multiple disciplines, in order to provide his clients with many services and strategies. Bennett also graduated with a diploma from the University of British Columbia’s Urban Land Economics (Dip. ULE) program through Sauder School of Business. He has depth of knowledge in mortgage finance, complex accounting and investment cash flow concepts with a specialty in Real Estate Appraisal.
Bennett offers clients SUCCESSFUL strategies for WEALTH MANAGEMENT for professionals, businesses and families, through a holistic approach of money management and investing.
Bennett’s holistic strategy has been assisting clients to reach their FINANCIAL and LIFE GOALS since 1994. Bennet joined Canfin Wealth Management, in 2001. Bennett is currently working towards the Registered Retirement Consultant designation (RRC®), for preparing Narrative RETIREMENT PLANNING REPORTS.
Canfin Wealth Management’s approach is INTEGRATED and COMPREHENSIVE, providing outstanding products, outstanding service and financial planning.
A. Investments (Mutual Funds, Non-RRSP accounts)
B. Retirement & Education (RRSP, TFSA, RESP)
C. Trust Accounts (Children Trust Accounts)
D. Mortgages - Financing Personal and Commercial
E. Real Estate(1) Commercial / Residential / Business sales
F. Risk Management Insurance: Life, Disability and Health Plans
G. Financial Planning By referral
H. Tax Management(2) Tax Return Services by referral
I. Estate Planning(2) Wills and Power of Attorney, by referral
Disclaimer:
Mutual Funds, GICs and Financial Planning provided through CANFIN Magellan Investments Inc.
Insurance products provided through CANFIN Capital Group Inc.
Mortgage products and services provided through CANFIN Mortgage and Equity Inc. License #11949.
(1) Real Estate services provided through CANFIN Realty Services Inc., a licensed real estate brokerage.
(2) Fee Based Services such as Tax Preparation, Bookkeeping Management Consulting services are provided by CANFIN Management Inc., through referral only.