Company Information

Get to know Claire Reid Wealth Advisory

Claire Reid Wealth Advisory is a team of financial professionals led by Claire Reid, an Investment Advisor and Portfolio Manager with CIBC Wood Gundy. The practice focuses on providing comprehensive wealth management solutions to individuals, families, and business owners. Their services include personalized investment management, retirement and estate planning, and financial advisory, leveraging the resources and platform of CIBC, one of Canada's major banks. The team's mission is to build long-term relationships with clients by understanding their unique goals and developing tailored strategies to preserve and grow their wealth.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Claire Reid Wealth Advisory

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.