Deborah Reid, FMA, FCSI^®

Financial Advisor
deborah.reid@raymondjames.ca
250-657-0702

 

Deborah completed the Canadian Securities Course with Honours, she also completed the Professional Financial Planning and Wealth Management courses through the Canadian Securities Institute (CSI) to earn the FMA (Financial Management Advisor) and (FCSI) Fellow of CSI designations. A firm believer in continuing education, Deborah completed the Certified Professional Consultant on Aging, earning the CPCA designation as well as the Elder Planning Counselor (EPC) designation granted by the Canadian Initiative for Elder Planning Studies. In addition, she completed Aging and the Law: Professional Issues, sponsored by the CASA and the Canadian Centre for Elder Law.

Deborah worked as an investment advisor with RBC Dominion Securities for 18 years prior to moving to Raymond James as a financial advisor. She opened the Raymond James office in Sidney over six years ago as Reid Wealth Management.

Deborah’s genuine interest in people allows her to get to know her clients in greater depth than most. She focuses on what’s important to every client and accomplishes this by thoroughly understanding their personal and financial situation, their priorities, and their comfort to various investments and market exposure. Every investment portfolio is designed taking the individual’s unique needs into consideration and creating a long-term solution to meet their financial goals.

As a testament to Deborah’s years of experience, knowledge, and quality of service, Deborah receives referrals from her existing clients. She acknowledges that the greatest compliment is to have a client share their positive experience with friends and family.

When not in the office, you will find Deborah spending time in her garden or enjoying various forms of exercise. She enjoys taking daily walks, reading for relaxation and having fun with friends and family.