Where your needs and goals meet our guidance and support
Our mission is simple: to empower you to achieve your financial goals, whatever they may be. Anchored by sound financial advice and exceptional investment execution, we are dedicated to simplifying your life and ensuring peace of mind, both now and in the future.
They understood that managing our retirement wasn't just about managing our investments – but managing our peace of mind.
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
Lauren Kinney
William Bach
Maya Perry
Rob Fuhrman
Alyson Gill
Caroline Kho
Cici Li
Chalmers Wong
Kelly Reynolds
What we do
Sound financial advice, exceptional investment execution
At Correia Private Wealth Group, we have a long track record of delivering sound financial advice and exceptional investment execution to our discerning clients and their families – and our dedicated team will stop at nothing to provide the same for you.
Wealth management
Client-focused, goal-oriented
The bedrock of our service is a personalized wealth strategy that takes into account your unique needs in order to help you accomplish your short- and long-term goals. We achieve this by developing a comprehensive understanding of you and your family, working diligently to connect you to our expert partners and ensuring all aspects of your wealth are handled with the utmost care.
Financial planning
We leverage the vast knowledge and experience of our in-house financial planner, taking the time to get to know you, your needs, and your goals and designing a comprehensive and customized plan to help you accomplish them.
Will & estate planning
We help you plan for tomorrow today by recommending strategies that align with your unique goals, protect your assets, and ease the transition of wealth to the next generation so that you can leave a lasting legacy for generations to come.
Tax planning
We help minimize your tax burden, simplify the complexity of your wealth, and provide true peace of mind by analyzing your unique financial situation and providing tax-efficient strategies to address your various obligations.
Insurance planning
We help secure your future and protect your most valuable assets by proactively identifying vulnerabilities, capitalizing on opportunities, and thoughtfully implementing strategies that are aligned with your short- and long-term goals.
Family governance
We support families as they navigate their wealth, build long-lasting trust, and implement clear governance frameworks in order to help you achieve your family goals and protect the interests of all people involved.
Business planning
We ensure that you’re able to overcome unique challenges, take advantage of opportunities, and achieve your personal, family, and business goals at every stage of your journey, whether you’re starting, growing, or selling your business.
When I first met with Marc I was very quickly convinced of the knowledge, trust and genuine care he provides to his clients. I am always extremely impressed with the consistent communication and alignment with my family’s financial goals.
– D. H., client for over 10 years
Wealth management
Maximizing returns, minimizing volatility
Our research-based investment approach is thoughtfully aligned to your financial plan and backed by the collaborative decision making of our experienced investment committee. Through rigorous research and careful evaluation of potential opportunities and challenges, our aim is to maximize your returns while minimizing risk so that you and your family can focus on what matters most.
Rigorous research
Every investment decision we make on your behalf is backed by our team’s collective knowledge and experience, world-class research from in and outside of RBC, and an unmatched commitment to thorough analysis and research.
Full customization
We work closely with you to create your Investment Policy Statement (IPS), a document that outlines your return expectations, risk tolerance, asset allocation, and other preferences to ensure your portfolio is customized to your goals.
Risk management
Mitigating risk and providing true peace of mind isn’t an afterthought for our team – it’s an essential component of our investment approach, and we are proactive in implementing thoughtful strategies to protect your hard-earned wealth.
Regular communication
While we are expertly equipped to handle the day-to-day management of your investment portfolio, we pride ourselves on regular communication, consistent reviews, and ongoing education regarding your portfolio’s performance.
Resources & insights
Secure access to helpful financial resources
As a supplement to our advice, we invite you to explore a series of resources that offer easy and secure access to the information you need, when you need it. If you have any questions or concerns, we invite you to contact us directly and we’d be happy to help.
CRA | My Account
Access your personal income tax information, benefit information, and more.
DS statement guide
Learn how to understand your statement of account, activity page(s), and more.
Tax reporting guide
Find important dates and required tax information for your annual tax return.
WealthScope
