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Working together to help you achieve what truly matters to you
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.
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™.
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
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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