Experience, education, and collaboration at your service

What makes our team different? Our dedication to service excellence backed by decades of experience and industry-leading credentials. That dedication is reinforced by a strong belief that confidence comes through knowledge and compassion, and we stop at nothing to instill confidence in you as we help you accomplish your short- and long-term goals.

Marc Correia, CFA,
CFP, CIM

Senior Portfolio Manager &
Wealth Advisor

Kelly Reynolds, FMA,
CIM, CIWM

Senior Portfolio Manager &
Wealth Advisor

Lauren Kinney, B.Sc.,
CFP, FMA

Associate Wealth Advisor &
Financial Planner

Sahar Farajollahi,
CFA, CIM

Associate Portfolio Manager

Mark Kochis, BA

Investment Associate

Maya Perry, B.Sc.

Associate Advisor

Alyson Gill, BBA (Fin)

Associate

Jessica Yijia Sun, B.Comm.

Associate

Marc, Kelly, and their team provide outstanding service. Ad hoc requests are dealt with quickly and efficiently; nothing seems to be too much trouble. Over time my family’s different accounts and goals have grown in complexity, but all our investment, tax planning and reporting are handled by the team, which makes our life much easier.

– R.S., client for 14 years

Discover the Correia & Reynolds difference

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