Vladimir Kim

Highly experienced professional with vast experience and deep knowledge in the finance industry. Analytics driven, complex finance solutions architect. Helping individuals and businesses grow and thrive by providing turn-key solution to meet their short and long term financial goals, achieve their absolute best outcome by implementing a team based approach to solve their complex needs in investments, taxes, accounting, estates and succession planning and philanthropy aspirations. Last year worked in depth at a top 3 in Canada (by AUM) independent boutique firm specializing in the high net worth client market. As a side hobby, proficient in data analytics and data science. Python, SQL, Java, PHP, HTML, CSS. Excel expert, can build innovative and independent tools, calculators and data sheets. Could help in projects just for fun.

• Supported the development and maintenance of profitable retail (ultra high net worth client base), corporate/commercial banking relationships. Clarified and quantified goals, understood the capacity and determined possibilities and opportunities with clients in regards of their unique financial situation Made full analysis of financial solution, presentations and decision recommendations to clients, partners and stakeholders Created financial calculators and comprehensive tools to help navigate, ease and make process more efficient (i.e. capital capacity at death, regular vs paid-up life insurance comparison, estate resources planning tool, income tax calculator, RDTOH vs CDA vs LI comparison, etc) Managed Investments portfolios for retail and corporate clients that integrated risk, tax, financial goals, asset selection, asset allocation, constant and continuous rebalancing, choosing the right and most optimal fund manager and investment platform to achieve the best possible outcome. Watched for cash balances and dividend reinvestment plans Helped to maximize distribution to family, friends and community at client’s passing through complex estate planning, worked closely with accounting and legal professionals to ensure the process occurs in the most tax efficient manner Helped clients with succession planning, helped business owners to map the issues that might affect the transfer of their companies. Supported clients in their philanthropical aspirations and helped reduce the cost of charitable giving and matched it with the lifestyle goals.

• Supervised team of 4 Financial Analysts. Increased internal knowledge base, created guidelines to processes and procedures. Increased effectiveness of the team by 30%
• Used Microsoft Excel to develop various complex calculators such as tax planning calculator, insurance comparison, capital requirement at death, income type taxation comparison, estate freeze consequences etc Those tools are now core instruments that company uses on daily basis
• Created a career development path for employees with clear steps on growing knowledge and experience