The Brett Reid Group
We listen. We advise. We care.
At Brett Reid Wealth, we keep things simple. We believe that being a good advisor means building a long-lasting relationship with you, and our goal is to help you make strategic financial decisions so you can achieve your dreams in retirement and beyond. We offer a wide range of insurance and financial services to enhance your everyday life and aim to help you find the plan that fits your unique situation. Our dedicated advisors will conduct a thorough review of your portfolio and make practical recommendations for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you.
Our Advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow, and protect your personal economy.
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Be the hero of your own story. We’ll be your sidekick every step of the way.
With Brett Reid, you’re in the driver’s seat.
Achieve Financial Security and Build Wealth Together.
Money Foundations
Establish your primary goals in retirement.
How Money Works
Understand your true starting point and your potential.
Financial Planning
Find a path to afford the life of your dreams.
Insurance And Safety Nets
Maximize protection and returns.
Build Businesses & Streams of Revenue
Profit First Coaching ensures your businesses stay healthy, running, & profitable.
Wealth Management
Keep your money working through retirement and beyond.

Wealth Management
At Brett Reid Group, we view wealth management as a complex yet crucial journey. Our advisors collaborate with you to assess your risk tolerance, while assessing both your immediate and future financial objectives. We aim to eliminate the challenges you encounter in retirement, allowing you to concentrate on what matters most to you. After identifying your key financial goals, we conduct an in-depth session to devise the most effective plan for implementation, develop strategies to help you manage your wealth, and maintain adaptability—ensuring your plan evolves with your changing needs.
Investment Management
Investing can seem straightforward, but it’s often more challenging in reality. At Brett Reid Group, we recognize that your retirement goals are unique, and we provide comprehensive investment strategies to help you find opportunities that match your financial objectives. Our Portfolio Optimization is a sophisticated approach to Asset Allocation that is designed to balance the risks, returns, and correlations of an investment. Brett Reid Group will deliver a customized, strategic investment plan with ongoing support, empowering you to invest confidently and live comfortably.
Retirement Planning
Retirement is about time. It is a place of YOU choosing what you want to do, who you want to do it with, and when you want to do it. For many retirees, the previous model of leaving work at 65 and focusing all your time on leisure activities no longer holds the appeal that it used to. More often, they now find life of only leisure does not lead to fulfillment. Brett Reid Group is dedicated to helping you find a way to balance purpose in work, spending time building relationships with friends and family, and enjoying travel and leisure activities. With life expectancy increasing, this phase of your life could last 30-40 years.
Let Brett Reid Group help you financially prepare for this next chapter.
Financial Planning
Just like saving for retirement, planning your finances in retirement is a complicated process that, if done correctly, could allow you the freedom to do more with your nest-egg. The team at Brett Reid Group will take the time to listen to your unique financial goals, work with you to build a comprehensive plan that suits your needs, and ensure the flexibility to optimize it as your needs change.
Insurance
Even the most prepared retirees can face unexpected life events. The birth of a child, the death of a loved one, or the loss of a job may all necessitate adjustments to your personalized retirement strategy. Brett Reid Group will assess your unique goals and desired protection levels, helping you make confident decisions about the best plan for your situation. Whether it’s disability income insurance, long-term care coverage, home, or auto, we can find the right solution for you. By implementing the right coverage, you can help safeguard your financial future and spend more time enjoying your retirement.