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.
With many decades of combined industry experience, our portfolio managers employ a consistent disciplined investment process to ensure that an individual's portfolio is made up of quality debt offerings and some of the world's best companies. Asset allocation is personalized for each client, which ensures the appropriate balance between capital appreciation and preservation. In addition, our management expertise allows us to offer attractive and competitive opportunities to the institutional market. Over time, our goal is to outperform relevant indices and our competition.
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.
Our portfolio reporting system offers our clients meaningful feedback and easy access to their portfolios. As a result, we have well-informed clients.
Goodreid provides investment management for individual and family accounts in excess of $500,000.