ÂÜÀòÂÒÂ×

Reid Carthy, CIM®, is a Wealth Planning Associate at Nicola Wealth, responsible for maintaining compliance documents and facilitating client portfolio reviews. Previously, Reid worked at Richardson Wealth from January 2014 to June 2023, serving as an Associate Investment Advisor, where responsibilities included executing transactions, managing allocations, and providing high-level client service. Additional roles at Richardson Wealth encompassed managing client fee cycles, overseeing workflow inquiries, and assisting a large investment management team. Prior experience includes a position as a Marketing Representative at Green Bison Inc. Reid holds a Bachelor of Arts in Political Science and Government from Brock University and a Graduate Certificate in Business and Personal/Financial Services Marketing Operations from George Brown College.