Robert Good

Robert Good

Senior Investment Advisor

FCSI

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(519) 725-0749

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

Phone

Toll Free

(866) 373-5576

Fax

(519) 725-5806

Branch Phone

(519) 725-1214

Branch Fax

(519) 725-5806

Certificates

FCSI

CFP®

CIM®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs, engaging TD specialists where needed. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.