Goodreid Investment Counsel Corp.

RIASEC RegisteredEst. 2008
Total AUM
$544M
Discretionary
$544M
100% of AUM
Avg account
$397K
Accounts
1,372
Employees
9
Advisory reps
8

Firm details

Headquarters
Toronto,
CRD number
146982
Registered since
May 23, 2008
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, SCOTIA ITRADE
Fee structure
Percentage of AUM
Client types
  • HNWI71.02%
  • Corporations / Businesses26.35%
  • Individuals2.63%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Goodreid Investment Counsel Corp. is a fee-based advisory corporation that runs discretionary portfolio management for individuals, small businesses and institutional clients. The firm has a clear equity tilt: its stated preference is for exchange-traded equities and it manages clients through separately managed account structures. Goodreid’s advisory activities focus on personalized, account-level portfolio management rather than packaged products, with portfolio fees charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting advisor. Investment activity centers on long-only equity exposure through custodial relationships that support both Canadian and U.S.-listed securities. The discretionary mandate across client accounts allows Goodreid to concentrate exposures at the account level—using exchange-traded vehicles for broad-market core exposure and listed equities for tactical or concentrated positions.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 9%81%
  • Exchange Traded Equities81%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents9%

Owners & executives

2 of 2
  • Andrew Budd

    Andrew Budd

    Vice President, Chief Compliance OfficerCRD 7041021

  • Gordon Reid

    Gordon Reid

    President and CEOCRD 5515764

Contacts

3 of 6
  • Mary Brebner

    ShareholderCRD 5515770

  • Leanne Veaudry

    ShareholderCRD 6850962

  • Adam Reid

    Adam Reid

    ShareholderCRD 8191682

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Toronto, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
179 John St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth