OUR TEAM
We are a hardworking, family-run office supported by a great team of Advisors and Staff.
Our focus is on client experience, from the moment you walk through the door to follow-up and regular portfolio reviews. In choosing us, you can rest assured that your personal information will be kept strictly confidential and a member of our team is always available to assist you if you have any questions or concerns.
MARTY KOBAYASHI
Senior Investment Advisor
iA Private Wealth
Insurance Advisor*
iA Private Wealth Insurance
KRISTIN KOBAYASHI-REID
Investment Advisor
iA Private Wealth
Marty is the Branch Principle, a licenced Investment Advisor with over 35 years of experience in the industry. Marty graduated from Ryerson (now known as Toronto Metropolitan University) and worked at Xerox for a number of years before he joined his Dad, Coby, at Regal Capital Planners Ltd. in 1989.
Using his own expertise and through consultation with his strategic partners, Marty's holistic approach enables his practice to provide personalized service at the highest level.
Marty is a Past-President of the Japanese Canadian Cultural Centre, has served on countless committees, is a dedicated volunteer and donor, and is currently on the Board of the Nikkei Voice newspaper.
If you ask him what his hobbies are, he'd tell you he loves what he does (and he's often in the office until late at night). But when he's not at his desk he enjoys vacationing in Hawaii, golfing, helping family members with their landscaping, and he is a big car buff. He also loves chocolate, popcorn, and a cold glass of pinot grigio or a spicy Caesar.
Kristin is a graduate of the University of Guelph and joined Marty’s practice as an Administrative Assistant in 2009. In 2011 she stepped into the role of Marty’s Executive Assistant, managing his administrative team. As of 2022 she is now a fully licensed Investment Advisor, helping Marty with the day to day administration of his busy practice. Her favourite part about this role is being able to interact with clients.
Kristin is an active member of many volunteer organizations including the Japanese Canadian Cultural Centre, Momiji Health Care Society, Canadian Multicultural Council for Asians in Ontario, and the Toronto Police Service Asia Pacific Community Consultative Committee.
When she isn’t working she enjoys spending time with her husband and daughter, traveling, gardening, cooking, and golfing. Kristin and Chris welcomed a baby girl in November 2023, so she is transitioning back to work from maternity leave as of November 2024. Please feel free to send her an email to say hello!
OUR ASSOCIATES
RAFEEZA KHAN
Investment Advisor
iA Private Wealth
Insurance Advisor
iA Private Wealth Insurance
Rafeeza is an investment professional with over 30 years of experience as a Client Relationship Manager in banking and investment management services.
A strategic business partner and fellow Investment Advisor with iA Private Wealth, Rafeeza provides guidance and support to her clients in shaping their financial future. Her experience includes over 15 years of income tax preparation and she has worked with many of our clients to mitigate their income tax liability. She is passionate about helping clients both professionally and on a personal level.
A mom of three grown children, she enjoys spending time with her grandchildren.
JENNIFER JACOBS
Insurance Consultant*
LTCI Consulting Inc.
Jennifer Jacobs CFP CLU CHS EPC, is a recognized expert in living benefits with extensive expertise in long term care insurance sales and training. She has more than 10 years of specialized experience, and has executed in excess of 3.3 million in direct LTCI sales alone. Jennifer has been a consistent qualifier of MDRT (Million Dollar Round Table) since 2003 and continually ranks amongst the top national sales leaders. She is recognized for her expertise across numerous sales channels and is a key resource for training, awareness and product knowledge.
Jennifer is the founder and Senior Specialist of LTCI Consulting Inc. which provides insurance advice with respect to all living benefit options. Jennifer and her team of financial service professionals partner with and offer a comprehensive referral service for brokers, accountants, lawyers and insurance advisors. Through this extension of exceptional service, Jennifer and her team helps hundreds of partners deliver and implement customized living benefits insurance strategies to thousands.
*Insurance products and services are offered through LTCI Consulting Inc. , an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.