Senior Investment Advisor
Senior Portfolio Manager
CIM®
CFP®
FCSI®
As a Portfolio Manager and head of The Reid Wealth Management Group, I oversee a number of discretionary managed investment portfolios and 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 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, Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice, 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.
Associate Investment Advisor
Associate Investment Advisor
Lois Wright has been a part of Robert Reid's advisory practice since 2003, and has over 18 years of experience in the wealth management field. Her primary focus is to support the development of a comprehensive financial plan for the clients we serve. She shares Robert's commitment to helping our clients keep their financial strategy aligned with their personal values and goals.
Lois holds the Certified Financial Planner® (CFP®) designation through FP Canada™.