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Working together to help you achieve what truly matters to you
156 Ouellette Avenue Suite 300 Windsor, ON N9A 1A4Map
The Reid Wealth Management Group is headed by Robert Reid, Senior Portfolio Manager and Senior Investment Advisor. Robert oversees a number of discretionary managed investment portfolios and provides 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 is a Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice. He 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.
Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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