As a discretionary investment counsel, Goodreid carries the weight of managing your portfolio so you can focus on what matters most, with the confidence that your money is in expert hands.
We begin every client relationship with the Goodreid Investor Discovery, a structured process that uncovers your financial goals, personal risk tolerance, and individual circumstances. From there, we build your Investor Roadmap and construct a personalized portfolio aligned to your objectives.
We invest exclusively in individual securities across our proprietary portfolio models: U.S. Large Cap Equities, Canadian Large Cap Equities, U.S. Small Cap Equities, and Canadian Dividend Equities. Fixed income products are added as needed to balance risk and meet each client’s asset mix requirements. Most clients employ a balanced approach across these asset classes, though we also manage specialized accounts for clients with specific mandates.
Step by step
Our structured four-stage process guides every client relationship from initial conversation through to ongoing portfolio oversight and reporting. From the very first call, you work exclusively with your dedicated Portfolio Manager.
What we believe
Goodreid’s investment philosophy, “quality investments at the right price”, offers a foundation for long-term financial success. In order to integrate this investment philosophy into a managed portfolio approach tailored specifically to your needs we must take these additional steps into account:
Who manages your money
Goodreid’s investment team is made up of highly qualified professionals holding recognized industry designations including CFA, CPA and financial planning credentials. Our client-facing and market-facing professionals are all registered Portfolio Managers with provincial securities regulators, and Goodreid Investment Counsel Corp. is registered in all Canadian provinces.
Unlike a broker or financial advisor who sells products, a Portfolio Manager is a registered professional with a fiduciary obligation to put your interests first. At Goodreid, your dedicated Portfolio Manager is your direct point of contact, committed to regular check-ins and building a long-term relationship with you and your family.
Goodreid’s ‘market-facing’ portfolio managers are primarily responsible for making the investment decisions for all Goodreid clients. They manage Goodreid’s U.S. & Canadian portfolios and lead portfolio model construction, investment research, risk management, and support our client-facing team.
Goodreid’s ‘client-facing’ portfolio managers focus their attention on the individual needs of clients. Portfolio managers work with their clients to establish investment goals, construct a personalized asset mix, conduct financial planning, and monitor clients’ portfolios to make certain they are synchronized with investment objectives. While each client has a dedicated lead manager, our investment team collaborates on all accounts.
Where we start
At Goodreid Investment Counsel, we understand that most investors are looking to develop a structured, disciplined approach to their investments in order to get further ahead and be in greater control of their wealth.
That is why we created the Goodreid Investor Discovery process. It will help you develop and implement what we call The Investor Roadmap, a comprehensive integrated strategy to build, protect, and ensure that you stay in control of your wealth.
Access your account
Every Goodreid client gets secure, on-demand access to their portfolio through the Goodreid Investor Portal, available 24/7 from any device, powered by d1g1t’s institutional-grade wealth management platform.
Transparent pricing
At Goodreid, we work with our clients to develop a personalized strategy to achieve their investment goals. Our active-management approach is one where accounts are managed individually through a dedicated Portfolio Manager. Investments are allocated to a wide range of securities as part of our disciplined and strategic approach to investing.
To ensure every client receives the dedicated attention and personalized service our approach requires, Goodreid works with clients with a minimum investment of $500,000.
| Assets Under Management | Annual Fee |
|---|---|
| First $2,000,000 | 1.25% annually |
| Next $3,000,000 | 0.75% annually |
| Over $5,000,000 | Negotiable |
As a client, you can expect:
