Rob Reynolds, CIM®
Investment Advisor & Portfolio Manager
One of the first things you will notice about Rob is his friendly demeanor and genuine desire to understand his client’s needs. With a focus on delivering a comprehensive approach to managing wealth. One that begins with listening to his client’s needs and ensuring that every strategy is grounded in the understanding of his client’s goals.
Rob attended Purdue University in Indiana on an NCAA athletic scholarship studying Business Management. After his studies, he began his career as an entrepreneur in the human resources field building a very successful specialty recruitment firm. Upon selling his firm Rob joined Canaccord Genuity in 2008 seeking an opportunity to work with an organization that aligned with his Entrepreneurial spirit and Independent thinking.
He has since built a world class team to assist in the wealth management and financial planning needs of his clients with Rob specializing in building customized portfolios based on each client’s needs and risk tolerance. Rob currently holds his Chartered Investment Manager CIM® and Portfolio Manager designation.
Rob's ties to the community are very strong. He was born and raised in Vancouver and is a devoted father of three young daughters and enjoys spending most of his free time with family. Rob is also one of 5 brothers that have all worked with Canaccord Genuity and been very successful in the investment industry, including the late Canaccord Genuity CEO Paul Reynolds.
Rob is licensed to serve clients in British Columbia, Alberta, and Ontario.
Managing Director, Wealth Management - Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul Marion is responsible for wealth and estate planning* at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services, which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. He holds certification as a Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer. He is also a Certified Health Specialist (CHS).
Wealth & Estate Planning Specialist
Anne Jackson specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance. She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group. Anne is insurance licensed and is currently working towards her CFP designation.
Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.
Investment Advisor Assistant
Lori Kennedy is our licensed assistant. Extremely talented and dedicated, she is an indispensable member of the group and has responsibility for managing operations. Her desire to excel at customer service adds to the positive energy and efficiency of our team. She brings a wealth of experience in the investment industry both in the back office and as a licensed sales assistant, having held positions with both Canaccord and a competitor before joining the Reynolds Wealth Management Group. Lori is adept at meeting our retail and institutional clients’ needs. Lori is a mother with two young children who enjoys camping and cycling with her family, and she is an animal enthusiast who has both canine and feline pets.