Reid and Associates Financial Services Inc.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Reach out to get started. Let’s get you there.
Who we service
Learn more
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
Let's work together
For your long-term goals or immediate priorities, we’ll work with you to create a clear, personalized plan—tailored to your current needs and your future vision.
At Reid and Associates Financial Services, we understand that prudent planning is key to a successful future, and we’re here to guide you through every stage of life’s journey. We’ll help you understand your options, prepare for life’s uncertainties, and seize new opportunities along the way. And with our robust planning software, you can see how on track you are for your goals—live.
We can help you navigate life’s milestones and transitions, including:
- Supporting individuals, business owners, and professionals with comprehensive planning
- Adapting your strategy during a career change or major life event
- Navigating the complexities of selling a business or receiving an inheritance
- Retirement income and estate planning
Let’s work together to build a plan that grows with you—through every step of your financial journey.
Products and services
Our team is here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Mortgage protection insurance
Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
Stay informed
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Strong friendships may literally slow aging at the cellular level
New studies show that lifelong social support can slow biological aging. The effect wasn’t about single friendships but about consistent connections across decades.
"It's not just about having friends today; it's about how your social connections have grown and deepened throughout your life. That accumulation shapes your health trajectory in measurable ways."
#Friendship #Aging #Connections
"It's not just about having friends today; it's about how your social connections have grown and deepened throughout your life. That accumulation shapes your health trajectory in measurable ways."
#Friendship #Aging #Connections
The festive season can bring additional financial and emotional strain, making it a challenging time for families already struggling to put nutritious meals on the table. Many individuals and families who never expected to need help are turning to food banks for the first time, illustrating that food insecurity affects a wide range of people.
Whether you are in need of theses services or know of someone in need, please reference the following items for Cambridge, Kitchener-Waterloo & Guelph. We've included some volunteer opportunities, food hampers information and shelter locations for each of the 3 cities.
#HolidaySeason #FoodAndShelter #CommunityInNeed
Whether you are in need of theses services or know of someone in need, please reference the following items for Cambridge, Kitchener-Waterloo & Guelph. We've included some volunteer opportunities, food hampers information and shelter locations for each of the 3 cities.
#HolidaySeason #FoodAndShelter #CommunityInNeed
The festive season can bring additional financial and emotional strain, making it a challenging time for families already struggling to put nutritious meals on the table. Many individuals and families who never expected to need help are turning to food banks for the first time, illustrating that food insecurity affects a wide range of people.
Whether you are in need of theses services or know of someone in need, please reference the following items for Cambridge, Kitchener-Waterloo & Guelph. We've included some volunteer opportunities, food hampers information and shelter locations for each of the 3 cities.
#HolidaySeason #FoodAndShelter #CommunityInNeed
Whether you are in need of theses services or know of someone in need, please reference the following items for Cambridge, Kitchener-Waterloo & Guelph. We've included some volunteer opportunities, food hampers information and shelter locations for each of the 3 cities.
#HolidaySeason #FoodAndShelter #CommunityInNeed
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada