Committed to making a positive difference
Our approach is straightforward. You have important aspirations in life and they are the foundation on which you build your financial plans. To achieve your dreams in a world where spin is the order of the day, you must have a team that takes the time to know and understand your financial goals, uses plain talk to cut through the spin, and commits to making a positive difference in your life.
Inglis Private Investment Counsel is that team.
🖂 Start the Conversation today
Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
Developing the right advice begins with building trust.
We earn that trust by getting to know you and learning what matters most to your family. It is only after we have completed a comprehensive discovery process and gained a solid understanding of your goals, that we can develop the plan that will help you achieve them.
MEET YOUR ADVISORY TEAM
Our advanced planning process involves our team of specialists, who first meet with you to gain a thorough understanding of your priorities.
Then we start developing your roadmap. We conduct a comprehensive analysis of your situation and formulate solutions. Depending on the complexity of your needs, we may ask to liaise with other professionals you use, to make sure everyone is on the same page.
Raymond James Ltd.
Kim Inglis, BCom, CIM, PFP, FCSI, RIAC
In the financial world
Kim is the founder and Senior Portfolio Manager of Inglis Private Investment Counsel, a financial advisory practice within Raymond James Ltd. She collaborates with families, entrepreneurs, corporations, and charities to achieve their financial goals.
Kim obtained her Bachelor of Commerce from the University of Victoria. Her entrepreneurial spirit drew her to the financial services industry, where she began in the U.S. trading department of a previous firm before becoming a Portfolio Manager.
Kim specializes in conservative wealth management and financial planning. Kim holds her Canadian Investment Manager (CIM) and Personal Financial Planner (PFP) designations, strengthening the strategic expertise she offers high and ultra-high net-worth clients. She also holds her Fellow of CSI (FCSI), an accreditation granted to financial services professionals who have met the highest standards for education, ethics, and experience. Additionally, Kim earned her Responsible Investment Advisor Certification (RIAC) and is an active member of the Canadian Association of Farm Advisors.
Kim recently earned her CFA ESG Certificate from the CFA Institute.
In the media
Kim is a recognized authority in Canada on investments and personal finance strategies. She is regularly requested for interviews as a media commentator and has appeared on the BNN Bloomberg, Asset TV, CBC News, and CTV News Channel. She has also been quoted in The Globe and Mail.
She is a contributing columnist for the National Post and Financial Post (circulation >201,000). She's also the regular financial columnist for Business In Vancouver and several community newspapers across Canada. Her writing has been featured in the Vancouver Sun, Vancouver Province, Ottawa Citizen, Calgary Herald, Edmonton Journal, Saskatoon Star Phoenix, Regina Leader-Post, Windsor Star, Montreal Gazette, and Victoria Times Colonist. Her freelance column has been featured in most major provincial newspapers in Canada.
Additionally, Kim was a featured expert in a Ryerson McGraw-Hill textbook for university students.
Charitable work & community involvement
Kim is deeply committed to giving back and actively contributes her time, expertise, and resources to a variety of causes.
She is the founder of Making Waves for Autism, a national paddling initiative that raises funds and awareness for Autism Canada. Launched in 2024 with a solo 365 km paddle that raised nearly $46,000, the campaign has since expanded across Canada with participation from clubs and individuals coast to coast.
Kim currently serves on the Board of the KGH Foundation, where she is a member of the Finance Committee. She is also a Director with the Central Okanagan Land Trust, and previously served on the Board of the Central Okanagan Foundation, where she chaired the Investment Committee.
Nationally, Kim sits on the Advisory Committee for the Raymond James Canada Foundation, which has facilitated grants of more than $45 million to thousands of charities across the country and internationally since its inception.
She is a member of the Ring Committee at the Royal Agricultural Winter Fair, and a past President and Director of the New Stride Thoroughbred Adoption Society, a charity dedicated to finding adoptive homes for retired racehorses. Kim is also a long-time volunteer with the Toronto Police Service’s Mounted Unit.
Locally, she sponsors and helps maintain a trail in Myra-Bellevue Provincial Park through the Friends of the South Slopes Society (FOSS).
A passionate advocate for community causes, Kim believes in the power of grassroots impact—whether it’s through hands-on volunteering or financial support.
Education
Bachelor of Commerce (BCom), University of Victoria
CFA ESG Certificate, CFA Institute
Canadian Investment Manager (CIM), Canadian Securities Institute
Personal Financial Planner (PFP), Canadian Securities Institute
Fellow of CSI (FCSI), Canadian Securities Institute
Certificate in Advanced Investment Advice, Canadian Securities Institute
Responsible Investment Advisor Certification (RIAC), Responsible Investment Association
Accredited Investment Fiduciary (AIFP), fi360
Branch Manager Course, Canadian Securities Institute
Trader Training Course, Canadian Securities Institute
Derivatives Fundamentals and Options Licensing, Canadian Securities Institute
U.S. Securities license, FINRA
In Kim's spare time
Kim is an ardent fan of many sports and enjoys surfski and mountain biking. She is also an avid equestrian and applies the same enthusiasm to downhill skiing. Prior to university Kim was an elite national-level athlete in flat water canoeing.
Fun fact
Kim once developed 3 mobile apps for equestrians, just for the heck of it!
Saundra McDougall
Saundra is an indispensable member of the team. She provides excellent service to our clients and does so with boundless positive energy. She has over 16 years of professional knowledge and experience in the financial industry. Born and raised on the coast of Vancouver Island, Saundra leads a very active and healthy lifestyle with her husband and two children.
Learn more about us
Raymond James Ltd.
