© 2019 Marty Kobayashi, Executive Director, Private Client Group

HollisWealth, 6 Garamond Court, Suite 260, North York, ON, M3C 1Z5

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
Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
 
Insurance Advisor
Hollis Insurance Inc.

Marty is the Branch Principle, a Licenced Financial Advisor with over 25 years of experience in the industry. Marty graduated from Ryerson and worked at Xerox for a number of years before he joined 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 and is currently on the Board of the Nikkei Voice newspaper.

KRISTIN KOBAYASHI
Associate Investment Advisor
HollisWealth®,
a division of Industrial Alliance Securities Inc.

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 2017 she oversees the office management for the branch, and is also a fully licenced Associate Advisor,

Kristin is an active member of many volunteer organizations including the Japanese Canadian Cultural Centre, Canadian Multicultural Council for Asians in Ontario, and the Toronto Police Service Asia Pacific Community Consultative Committee. When she isn’t working she enjoys baking, photography and golfing.

OUR ASSOCIATES

RAFEEZA KHAN
 
Financial Advisor
HollisWealth, a trade name of Investia Financial Services Inc.
Insurance Advisor
Hollis 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 Financial Advisor with HollisWealth Advisory Services Inc., 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 works with many of my 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 grandson. 

JENNIFER JACOBS
Insurance Consultant
Hollis Insurance

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.

MIKE ZUZEK
Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
 
Insurance Advisor
Hollis Insurance

Mike started working with Coby at Regal Capital Planners Ltd. in 1991. He holds a Bachelor of Arts degree from the University of Waterloo.

 

With his 25 years of experience as an Investment Advisor, he brings a wealth of knowledge of the industry & investments and currently works for Scotia Capital Inc. with a select group of clients to achieve their financial goals.

Mike is an avid sports enthusiast and hockey player, and resides with his wife and son in Toronto.

OUR PARTNERS

MEL S. ARONOFF
Sole Practitioner Lawyer

Mel S. Aronoff is a sole practitioner lawyer in private practice with over 35 years of extensive experience in Wills, Power of Attorneys, and Estate matters.

He is available for a personal, independent, and confidential meeting to discuss your legal needs. These needs may include drafting wills, drafting power of attorneys for personal care and property, probate of estates, as well as intergenerational transfers of real estate and other properties. He can also assist in setting up a business succession plan.

Contact our office to set up a meeting with Mel.

Insurance products provided by HollisWealth are provided through Hollis Insurance

HollisWealth  does not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

Mortgages provided by referral only.