Wan Kim

Managing Director, National Sales

Wan Kim joined Trez Capital in 2024 with over 30 years of experience in the Canadian investment management industry. He leads the retail sales team, manages national accounts, drives strategic growth initiatives and maintains overall operational excellence.

Prior to joining the Firm, Wan served as Senior Vice President of National Sales at NCM Investments for eight years. During his tenure at NCM, he focused on enhancing client experience and expanding dealer distribution nationwide. Before his time at NCM, Wan was the National Sales Manager at Laurentian Bank, supporting over 27,000 Financial Advisors across various channels. He also held the position of Senior Vice President of National Sales at Matrix Asset Management and Stone Asset Management.

Throughout his career, Wan has been actively involved in product development and distribution, including Mutual Funds, Alternative Investments, and ETFs. He has served as a director on various flow-through limited partnerships and TSX-listed closed-ended funds. Wan holds several designations from the Investment Funds Institute of Canada (IFIC) and the Canadian Securities Institute (CSI).