Why We Exist

At Goodreid, we believe Canadians are stressed about their investments and ill-served by an overly complex and confusing wealth management industry. We exist to help our clients achieve financial peace of mind by allowing them to feel in control of their wealth.

As a fiduciary, we are legally and ethically obligated to put our clients' interests first. We do not sell products or collect commissions; instead, our clients own individual securities. Our fee structure is mutually beneficial as it is based on your portfolio’s market value, so when you do well, we do well.

Learn more about the advantage of working with a fiduciary here:  The Fiduciary Advantage

Our Mission

Every day our mission is to build our clients’ trust and confidence in Goodreid, and achieve their goals by:

• Building a personalized financial plan that aligns with their goals
• Providing expert investment management to achieve superior returns
• Following a disciplined and strategic approach with their investments
• Providing first rate client service, communication, and professional advice
• Being financial advocates, putting their interests first

By doing this, we enable our clients to take control of their financial futures.