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Goodreid Investment Counsel Corp.

Goodreid Investment Counsel Corp.. CRD 146982

Goodreid Investment Counsel Corp. logo

CRD: 146982

Goodreid Investment Counsel Corp.

Toronto, M5T 1
4163640890
$544.1M Total AUM
$544.1M Disc. AUM
18.2% 3Y CAGR
9 Employees
404 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
02-01-2000
Office Locations
1

Office Locations

179 John Street Suite 302 Toronto --

About Goodreid Investment Counsel Corp.

Goodreid Investment Counsel is an independent Toronto-based investment manager serving retail and institutional clients. The firm builds personalized portfolios through a disciplined, structured process and its Goodreid Investor Discovery™ program to define financial and behavioral objectives. Portfolios are primarily implemented with ETFs, with investment-grade corporate bonds and cash used alongside. Team is featured on BNN Bloomberg.

Team overview

-- AVG AGE
$77.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.8 yrs AVG TENURE
9 Employees
7 Advisory Reps
0 RIA Reps
26yrs Firm Age

Insights

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Client Personas

Crest

Investment Themes

Focus

Services

Value

Owner & Executives

G

GORDON ALEXANDER REID

Chief Executive Officer, DIRECTOR, President

CRD
--
Ownership
25% but less than 50%
(606) 571-2559
bridge.atlas@meridiancapital.com
in linkedin.com/in/fusion-oak
A

ANTONY BREBNER

Chairman

CRD
--
Ownership
10% but less than 25%
(663) 793-6872
value.atlas@catalystcapital.com
in linkedin.com/in/insight-legacy
E

Ember matrix

Atlas beacon atlas

CRD
#63144
Ownership
37.9%
(322) 321-2486
horizon.summit@peakcapital.com
in linkedin.com/in/alpha-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-25-2021
11-29-2022
11-14-2023
11-25-2024
11-17-2025
Category Assets AVG. Account size
Discretionary $544,091,418 $396,568
Non-Discretionary $0 --
Total $544,091,418 $396,568

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Separately Managed Accounts

Total SMA Asset: $544,091,418

$544.1M Total SMA
Equity - Exchange:
34.7%
Corporate - Investment Grade:
38.2%
Cash:
27.1%
Asset class Assets Assets %
Equity - Exchange $1,894,495,808 34.7%
Corporate - Investment Grade $2,085,583,282 38.2%
Cash $1,479,563,009 27.1%
Total $5,459,642,099 100.0%

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