Goodreid Investment Counsel provides a complete investment management service, beginning with the Goodreid Investment Discovery, a process which allows for a comprehensive assessment of each client’s circumstances. With this foundation of information, understanding and knowledge, an Investor Roadmap can be created, defining goals and objectives and setting risk parameters. Accounts are carefully constructed in accordance with clients’ stated objectives. Each quarter clients receive a comprehensive performance reporting package designed to show how the client’s account has performed in absolute terms but also when compared to their customized benchmark, which is synchronized with their asset mix.
Although Goodreid has clients who are in need of a specialized account (i.e. U.S. Large Cap only), the majority of our clients employ a balanced approach with allocations to Fixed Income as well as Canadian and U.S equity markets. Please read through the various links on our website to gain a greater understanding of our approach.