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 300

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.


Kim Inglis

Kim Inglis, BCom, CIM, PFP, FCSI, RIAC
Senior Portfolio Manager
Raymond James Ltd.
Schedule a Meeting

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 strongly believes in giving back and actively contributes to the community.

Kim is the founder of Making Waves for Autism, an annual event to raise funds and awareness for autism.  Almost $46,000 was raised for Autism Canada through her event in 2024.

Kim was appointed to the Board of the KGH Foundation and sits on the Finance Committee.  She also sits on the Board of the Central Okanagan Foundation and is the Chair of the Investment Committee.  She is also a Board Member with the Central Okanagan Land Trust

Kim sits on the Advisory Committee for the Raymond James Canada Foundation (RJCF). Established in September 2012, RJCF has facilitated grants of more than $6.8 million to over 1,000 charities across Canada.  

Kim is a member of the Ring Committee at the Royal Agricultural Winter Fair. She is also a past President and Director of the New Stride Thoroughbred Adoption Society, a non-profit organization dedicated to finding adoptive homes for non-competitive and injured Thoroughbred racehorses.  She is also a regular volunteer with the Toronto Police Service, helping in their mounted unit.  

She is also the proud sponsor of a trail in Myra-Bellevue Provincial Park in beautiful Kelowna, BC through Friends of the South Slopes Society (FOSS). As a part of her sponsorship, she helps with the general maintenance of the trail system. 

Kim is a big believer in supporting local charities, whether that is by volunteering time or providing financial support. She is a supporter of many community causes.

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.

Advisor

Saundra McDougall
Financial Advisor Assistant,
Raymond James Ltd.
Schedule a Meeting

 

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Raymond James Ltd.