Gene comes from a family of entrepreneurs that spans several generations living in Canada (retail electronics and real estate), the US (medical clinics) and South Korea (textiles). Having been exposed to business lessons at a young age combined with a natural curiosity for learning, Gene has developed a broad array of knowledge and a keen interest of the investment world.
With passion, creativity and an indomitable work ethic, Gene has developed an expertise in the investment industry over the last 20 years. After gathering experience with both big banks and lifecos in the public sector as well as private investment companies, Gene entered the wealth management industry in 2004 and founded Summit Private Wealth in 2010 with the goal of creating a pre-eminent independent multi-family office serving HNW clients. He is also a branch owner and licensed portfolio manager registered with Mandeville Private Client Inc. which was founded and chaired by entrepreneur and philanthropist Mr. Michael Lee-Chin.
Over the years, Gene has been honoured as a visionary leader for his ability to recruit, coach and nurture key talent. He has been ranked amongst the Top 50 advisors in Canada by industry publications and nominated by the Investment Industry Association of Canada (IIAC) for the Top Under 40 Award which recognizes the new generation of highly motivated and talented young professionals whose drive, dedication, qualities and accomplishments have brought distinction to the investment industry. In addition to being a Certified Financial Planner and a Chartered Investment Manager, Gene was admitted as a member of the Fellow of the Canadian Securities Institute, which is the highest honour and most senior credential within the Canadian financial services industry.
Today, Gene’s involvement and exposure in private and alternative investment strategies has not only helped to differentiate his business practice and grow it by 30% year-over-year, but the networking has also helped on a personal level to support his investment interests in that domain. The foundation of his entrepreneurial DNA include the following pillars: active listening skills that allow him to evaluate the big picture, effective communication abilities that encourage collaboration, engineering studies that help with logic and risk management, financial expertise that helps with analytics and business experiences that aid in maintaining a disciplined strategy with a swift focus on execution. He is currently invested in a number of private early to mid-stage companies innovating in their various fields with potential unicorns in that portfolio.
As a lifelong student, Gene credits much of his successes and lessons learned to his regular reading habits. He is active in giving back to the community through various foundations and cherishes his time with family and close friends. Gene takes every opportunity to improve his French and other languages of interest, as well as regularly learning a new life skill. His commitment as a member of Anges Québec is to provide other like-minded entrepreneurs with guidance and support by any and all means necessary to their success.