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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 work in coordination with other specialists to 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 my Client Service Associate, Stacey Mills, at (519) 253-1531.
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.
Robert Reid holds the Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®) designations, and is a Certified Financial Planner (CFP®).
Toll Free: (800) 287-1898
Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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