Kim Moody

Professional Overview

Kim Moody is an accomplished finance and tax professional with over 20 years of experience advising clients and leading industry initiatives. As the Founder of Moodys Private Client in Calgary, Alberta, Kim leverages their deep expertise in taxation, estate planning, and wealth management to deliver tailored solutions that help clients achieve their financial goals.

Experience Summary

Current Role

As the Founder of Moodys Private Client, Kim is responsible for overseeing all aspects of the firm's operations, including strategic planning, client service, and business development. Under Kim's leadership, the firm has grown to become a trusted advisor to high-net-worth individuals and families, providing comprehensive financial planning, tax optimization, and wealth preservation strategies. Kim's strong technical skills, coupled with a client-centric approach, have enabled the firm to consistently deliver exceptional outcomes for its clientele.

Career Progression

In addition to their role at Moodys Private Client, Kim has extensive experience in the tax and finance industry. They have held numerous leadership positions, including serving as the Chair of the CBA / CPA Canada Joint Committee on Taxation, the Chair of the Board of Governors at the Canadian Tax Foundation, and the Chair of the Society of Trust & Estate Practitioners (STEP) - Advising Families Across Generations. Kim's contributions to these organizations have had a significant impact on shaping industry policies and best practices.

Academic Background

Kim holds a Bachelor of Commerce degree from the University of Calgary, with a specialization in Accounting. They are a Chartered Professional Accountant (CPA) and a Chartered Accountant (CA), as well as a Trust and Estate Practitioner (TEP) certified by STEP.

Areas of Expertise

• Taxation planning and compliance

• Estate and wealth management

• Financial planning and investment strategy

• Trust and estate administration

• Charitable giving and philanthropy

Professional Impact

Throughout their career, Kim has been recognized as a leading voice in the tax and finance industry. They have authored numerous publications on taxation and wealth management, and have been a frequent speaker at industry conferences and events. Kim's contributions have helped to advance the profession and provide valuable insights to their peers and clients.

Conclusion

With a proven track record of success and a deep commitment to client service, Kim Moody is a respected leader in the finance and tax industry. As the Founder of Moodys Private Client, Kim continues to drive innovation and deliver exceptional results for their clients, while also actively contributing to the advancement of the profession through their involvement in industry organizations and initiatives.