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September 24, 2024 by Summit PW

Best Financial Advisors in Quebec | 5-Star Advisors 2024 – Wealth Professional Awards 2024

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.

Filed Under: Summit News

August 7, 2024 by Summit PW

Mandeville Market Commentary – Summer 2024

MARKET PERSPECTIVE — Global equity markets continued to climb the wall of worry and
were generally positive for the quarter. The MSCI World Index returned almost 4% for the quarter.

Continue reading the entire market perspective here.

Filed Under: Mandeville Perspectives

January 31, 2024 by Summit PW

Mandeville Market Commentary – Winter 2024

MARKET PERSPECTIVE — Following a third quarter slump, stocks roared back to life in the final three months of 2023. According to Dow Jones Market Data, the S&P 500 index’s rise in Q4 marked its biggest quarterly percent jump since the fourth quarter of 2020. Equally as impressive, the S&P/TSX Composite Index has not had as strong of a quarter since Q2 of 2021.

Continue reading the entire market perspective here.

Filed Under: Mandeville Perspectives

October 3, 2023 by Summit PW

Mandeville Market Commentary – Autumn 2023

MARKET PERSPECTIVE —

If all the economists were laid end to end, they’d never reach a conclusion.
–
George Bernard Shaw

As the leaves start showing signs of changing colours, and days shorten while evenings grow crisper, we can draw inferences from our surroundings to determine our attire for the day. Days into the cyberattack on the Weather Network, we may be struggling to find hard data points for long term forecasts, but by paying attention, we can recognize the signs on our own: autumn is here. If only the rules guiding the economy were as straightforward!

Continue reading the entire market perspective here.

Filed Under: Mandeville Perspectives

August 28, 2023 by Summit PW

Best Financial Advisors in Quebec | 5-Star Advisors 2023 – Wealth Professional Awards 2023

Congratulations to Gene Kim, Portfolio Manager and Private Wealth Manager with the Summit Private Wealth group, on being awarded Wealth Professional’s 5-Star Advisors 2023 for the third year running.

Gene’s focus on serving the specific needs of high-net-worth clients, and dedication to making Summit a premier destination for independent wealth management continues to be acknowledged with the industry’s top accolades.

Please find the full report on WP, and Gene’s profile.

Filed Under: Summit News

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Summit Private Wealth

We are a highly disciplined wealth management firm committed to providing tailored financial solutions to high net worth clients. At Summit Private Wealth we see things from a different perspective, and we guide you to new heights.
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Summit Private Wealth

Summit Private Wealth is a highly disciplined wealth management firm committed to providing tailored financial solutions to high net worth clients. At Summit Private Wealth we see things from a different perspective, and we guide you to new heights.

Mandeville Private Client

Mandeville Private Client Inc. is an Investment Dealer and is regulated by the Canadian Investment Regulatory Organization (CIRO), as well as a Member of the Canadian Investor Protection Fund (CIPF). Mandeville PC provides a full range of investment wealth creation services to retail investors.

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