Welcome to Reid Roberts Group Private Wealth
We specialize in empowering affluent Canadians to preserve, grow, and optimize their wealth with tailored financial strategies. Our expertise encompasses investment planning, retirement planning, business and succession planning, tax and estate planning, and more. Our dedicated team, led by Kevin Reid and Mike Roberts, is committed to providing integrated solutions that align seamlessly with your financial goals.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 80+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
Running a business means my time is limited, so I needed a financial advisor who could not only manage my personal finances but also understand the complexities of my business finances. Kevin has been invaluable in helping me balance both. His insight and advice have allowed me to focus on growing my business, knowing my financial planning is in good hands.
- Ian and Christine S.
Mike Roberts has managed our personal investments for approximately 5 years. It has been a pleasant experience working with Mike. I have always felt that we have a professional, knowledgeable, and committed person working on our future financial health and it has brought significant peace of mind. As an example of his commitment and customer service, upon our request Mike was able to change the monthly reporting we receive to something we found far more informative. He also contacts us on a regular basis to ensure we are satisfied with performance, as well as to keep us informed of market changes/adjustments. Without a doubt, I would highly recommend Mike Roberts, whether it be to manage investments or just to review your existing investment portfolio. His non-aggressive personality and honesty in the opinions he will provide are a breath of fresh air.
- Peter P.
Kevin Reid has been our financial advisor over the past 19 years. He has not only provided sound investment guidance, but also helped us make overall financial decisions regarding retirement planning, insurance, and mortgages. Kevin has been responsive to all of our questions, no matter how rudimentary they were. Our family would highly recommend Kevin to anyone looking to improve their overall financial well-being. We are looking forward to continuing our growing relationship with Kevin and all of his staff.
- George and Jennifer R.
Working with Mike has been a great experience. His knowledge and understanding of our investment objectives and the available products have put us at ease that our savings and investments are well managed and generating positive returns. Michael has also taken the time to understand our financial goals for our children's education and he has structured a plan that maximizes their future potential.
- Stephen C.
Kevin Reid has provided financial advice to my wife and I for approximately 15 years. In that time we have always found him to be well-informed about current trends and therefore able to provide us with solid advice. He patiently listens to even the most mundane and routine questions and provides answers in a friendly, and helpful manner. We believe that Kevin is a highly dedicated professional, committed to providing nothing but the best possible service to us.
- Olaf H.
For some of us it requires conscious effort to put another person’s needs in front of our own. Not for Mike. Honesty and integrity are the intentions you experience when interacting with them personally and professionally. Sincerity and an upfront approach are the first products clients receive as they do business with him.
- Steve W.
I have known Kevin Reid for approximately four years and I am very pleased with the service he has provided as an investment advisor. His diligence in choosing appropriate investments is matched by his frequency of contact and his caring attitude toward his clients. I would recommend Kevin to any investor seeking long term portfolio growth.
- Stephen L.