Astrid Goodman

Experienced. Ethical. Client Focused.

Astrid Goodman, BBA, CFP, CIM, FCSI, CLU
Portfolio Manager
(905) 892-2586


Astrid provides sophisticated investment advice, combined with solid written financial plans and sound risk management recommendations. Bringing 25 years of experience working in  the financial services industry, she reviews and monitors her clients’ financial progress and makes ongoing recommendations as needed.  Astrid graduated from Brock University in St. Catharines in 1991, with an Honours Bachelor of Business Administration degree, majoring in economics, finance and accounting.  She is an Associate Member of the Toronto CFA Society and an active member of the Niagara Estate Planning Council.