Portfolio Manager Gene Kim was recently interviewed by Wealth Professional – Please read the article here.
by Summit PW
Portfolio Manager Gene Kim was recently interviewed by Wealth Professional – Please read the article here.
by Summit PW
We are delighted to welcome Joseph Tadrous as an Associate Investment Advisor to the Summit Private Wealth team at Mandeville Private Client Inc. in Montreal.
Joseph brings a thoughtful, client-focused approach to wealth management, along with a strong commitment and experience in helping affluent individuals and families make confident, well-informed financial decisions. His dedication to understanding each client’s unique goals and long-term vision aligns perfectly with our team’s values.
In his role, Joseph will work collaboratively with our team and clients to ensure a seamless, high-quality experience rooted in trust, clarity, and personalized guidance. His passion, professionalism, and structured mindset make him an excellent fit within the Summit Private Wealth culture.
Please join us in welcoming Joseph to the team. We are excited to have him on board and look forward to the positive impact his expertise and contributions will bring to our clients and team.
by Summit PW
We are delighted to welcome Dina Dib-Sawaya as an Associate Investment Advisor to the Summit Private Wealth team at Mandeville Private Client Inc. in Montreal.
Dina brings a strong commitment to client service, a passion for financial excellence, and a thoughtful, relationship-focused approach as a multi-lingual professional. With her career experience, dedication, and track record of helping affluent families, individuals, and business owners achieve their long-term financial goals, she will be a valuable addition to our team.
In her role, Dina will work closely with our advisory team and clients to ensure a seamless, high-quality experience rooted in trust, clarity, and personalized guidance. Her energy, professionalism, and analytical mindset make her an excellent fit with the Summit Private Wealth culture.
Please join us in welcoming Dina to the team. We are excited to have her with us and look forward to the positive impact she will bring to our clients and community.
Update: Dina Dib-Sawaya is no longer with the team as of March 2026.
by Summit PW
Congratulations to Gene Kim, Portfolio Manager and Private Wealth Manager with the Summit Private Wealth Group, for being recognized again in this year’s Wealth Professional’s 5-Star Advisors 2025, now five years running.
Please see the Wealth Professional report, as well as Gene’s profile on the WP website.
by Summit PW
Congratulations to Gene Kim, Portfolio Manager and Private Wealth Manager with the Summit Private Wealth Group, for being recognized again in this year’s Wealth Professional’s 5-Star Advisors 2024, four years running.
Please see the WP report, as well as Gene’s profile on the WP website.
Know Your Advisor: CIRO Advisor Report

