Robert Reid
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As a Portfolio Manager and head of The Reid Wealth Management Group, I oversee a number of discretionary managed investment portfolios and provide wealth management strategies and services for a select group of private clients.
We help our clients articulate their financial goals, manage their risk, and maximize their return using a disciplined and comprehensive approach. Our process is designed to organize our clients’ finances in a way that effectively supports the achievement of their financial and lifestyle ideals.
Our services are ideally suited to individuals, corporations and endowments who are highly motivated to achieve their financial objectives in accordance with their values and vision.
For more information, or to book an appointment, please contact our office at (519) 253-3137.You may also contact Lois Wright, Associate Investment Advisor, at (519) 253-6365. She will be happy to discuss any questions you may have about our services.
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Robert Reid, Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice, holds the Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®) designations through the Canadian Securities Institute, and the Certified Financial Planner (CFP®) designation through FP Canada™.
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The Reid Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Certificates
CIM®
CFP®
FCSI®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
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TD Economics
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TD Economics
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Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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