Colin Reed
Associate Portfolio Manager @Bmo Nesbitt Burns
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WORK HISTORY
Associate Portfolio Manager @Bmo Nesbitt Burns
CA
Help families, retirees and business owners simplify complex financial lives through discretionary portfolio management and integrated planning•Design and implement comprehensive financial plans, coordinating tax, estate, retirement, and business owner strategies with internal specialists•Oversee discretionary portfolios, including asset allocation, security selection, and ongoing risk management aligned with client objectives•Provide proactive, fiduciary-level guidance through regular client reviews, performance discussions, and long-term planning•Collaborate within a high-performing advisory team focused on delivering a consistent, elevated client experience•Contribute to business growth through referrals, professional networks, and community engagement
EDUCATION
Fanshawe College
Diploma, Business Finance
Fanshawe College
Diploma, Protection, Security and Investigation
ABOUT COLIN REED
Wealth should bring confidence, not complexity.I work with families, retirees, and business owners to simplify their financial lives, protect what they’ve built, and help them move forward with clarity.Through a disciplined process, we combine discretionary portfolio management with integrated wealth planning — aligning investments, tax, and estate strategies into one cohesive plan. Our focus is simple: reduce complexity, protect your wealth, and help you sleep well at night.Our Investment Approach: • Long-term, disciplined investing • Focus on high-quality businesses • Dividend growth orientation • Diversification geographies and sectors • Active risk management
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