Trevor Reid
Senior Financial Planner
B.Comm.
CFP®
Building your financial future – together
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I have been working in the financial services industry since 2004, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Commerce degree in Honours Business Adminstration from University of Windsor. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council. I look forward to working with you.
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B.Comm.
CFP®
Financial success starts with a plan.
I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties.
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Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Accumulating wealth
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.
To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
We See The Whole You
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Article
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.
How a family trust can benefit a family business
Article
How a family trust can benefit a family business
Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.
Dollar based investing: The power of partial shares
Article
Dollar based investing: The power of partial shares
Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.