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The Reid Wealth Management Group is headed by Robert Reid, Portfolio Manager and Investment Advisor. Robert oversees a number of discretionary managed investment portfolios and works 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 our 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, Vice President, Portfolio Manager, and Investment Advisor, 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 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. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281