Due to regulatory requirements, the information contained on this website is intended for use by persons resident in Canada only. U.S. residents are welcomed as clients of Goodreid. Please contact us directly for more information. We are independent professional investment managers. We work with our clients to create personalized investment portfolios to meet their goals.
We do this through a disciplined and structured approach to investing that enables long term success. To help our clients define their investment goals, we have created a program called the Goodreid Investor DiscoveryTM. It enables investors by discovering and defining financial and behavioral objectives; a true business approach to financial success.
We do this through a disciplined and structured approach to investing that enables long term success. To help our clients define their investment goals, we have created a program called the Goodreid Investor DiscoveryTM. It enables investors by discovering and defining financial and behavioral objectives; a true business approach to financial success.
Services
Founded as Goodreid Investment Strategy in 1986 as part of a large North American brokerage, today Goodreid Investment Counsel is a private, employee-owned investment management firm that focuses primarily on the needs of high net worth families, individual investors and institutions.
We offer an actively managed portfolio approach enabling us to provide investment solutions for our individual clients as well as pensions, estates, trusts, corporations, charitable and endowment funds, and all types of registered plans including RRSP, RRIF, and TFSA.
We offer an actively managed portfolio approach enabling us to provide investment solutions for our individual clients as well as pensions, estates, trusts, corporations, charitable and endowment funds, and all types of registered plans including RRSP, RRIF, and TFSA.
Goodreid provides a complete investment management service beginning with the Goodreid Investor Discovery, a process that allows for a comprehensive assessment of each client's circumstances. With this foundation of information, understanding and knowledge, an Investor Roadmap can be created which defines goals and objectives and sets risk parameters for the client's account.
At Goodreid, we believe in transparency. We use a peer benchmark - the Morningstar Canadian Equity Balanced Category Average - to provide a relative comparison of our performance. How does your manager stack up against their peers?
While we manage customized and segregated client portfolios, this composite is an aggregation of all Goodreid managed client portfolios where the Investment Policy Statement allocates the portfolio across multiple asset classes.The objective is to build a broadly diversified portfolio for long-term investors who value a mix of both income and capital investments.
While we manage customized and segregated client portfolios, this composite is an aggregation of all Goodreid managed client portfolios where the Investment Policy Statement allocates the portfolio across multiple asset classes.The objective is to build a broadly diversified portfolio for long-term investors who value a mix of both income and capital investments.
While our office is located in Toronto, we are registered with securities regulators in every Canadian province and have clients across Canada and the United States. During regular business operations our managers routinely visit clients from coast to coast. Due to travel restrictions, our managers also employ video conferencing, telephone, and email to stay in contact with clients.
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