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®).
The Reid Wealth Management Group consists of Robert Reid, Vice President and Portfolio Manager, Lois Wright, Associate Investment Advisor, and Stacey Mills, Client Service Associate. The Reid Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.