Goodreid Investment Counsel Corp.
- Regulatory AUM
- $544M
- Discretionary
- $544M
- Clients
- 404
- Avg AUM / client
- $1.3M
- Accounts
- 1,372
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Nov 17, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $14.3M | 2.63% |
| High net worth individuals | 317 | $386M | 71.0% |
| Corporations and other businesses | 20 | $143M | 26.3% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Reid, Gordon, Alexander | President/Chief Executive Officer/Director/Shareholder | Feb 2000 (27y) | 25% – 50% | |
| Brebner, Mary | Shareholder | Apr 2005 (21y) | 10% – 25% | |
| Brebner, Antony | Chairman/Shareholder | May 2009 (17y) | 10% – 25% | |
| Veaudry, Leanne, Margaret | Shareholder | Feb 2017 (10y) | Less than 5% | |
| Budd, Andrew, Neil | Chief Compliance Officer | Oct 2018 (8y) | Less than 5% | |
| Mazza, Anthony | Shareholder | Sep 2024 (2y) | 5% – 10% | |
| Mckinnon, Dawn, Marie | Shareholder | Sep 2024 (2y) | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/17/2025 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Clearing Canada $356M (66% of AUM) Nov 2025
- Scotia Itrade $171M (31% of AUM) Nov 2025
- Nbcn, Inc. $37.0M (18% of AUM) Nov 2018
- Nbin, Inc. $32.5M (9% of AUM) Nov 2023
- Interactive Brokers $3.6M (2% of AUM) Jun 2020
- RBC $2.4M (1% of AUM) Jun 2020
- Scotia Wealth Management $2.0M (1% of AUM) Jun 2020
- Bmo Investor Line $1.4M (1% of AUM) Jun 2020
- Cibc Wood Gundy $1.3M (1% of AUM) Jun 2020
- Hampton Securities $511K (0% of AUM) Jun 2020
- Bmo Nesbitt Burns $309K (0% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 17, 2025.
View current Form ADV (SEC/IAPD) ↗