We are your financial advocates.

Our relationship starts by asking questions and listening. We are private Wealth Advisors who can handle complex financial needs for all of your life events. From buying your first home to caring for a sick parent. We are here to help you define your journey and prepare for it. We offer total Wealth Management strategies and can provide you access to RBC’s premier specialists. Our customized portfolio management approach is designed for each individual and for each family. We are your financial advocates through your journey…..called life.

 

“My objective is to help you reach your goals for the future with peace of mind in the present. To that end, I will help you define your ideas and then structure a long-term plan that will act as a roadmap to achieve your dreams. That plan will be reviewed and updated on a regular basis to keep pace with the changes in your life”

              -  Barbara Reid

 

Contact Barbara Reid’s Wealth Management Team today!

Your personal Investment Advisor in Hamilton, Ontario