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
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Families
Incorporated professionals
Pre-retirees and retirees
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
Business owners
Life insurance products
Mortgage protection insurance
Stay informed
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Discover how insurance solutions can adapt to your needs — and life’s milestones.
Protect what matters most:
• Your mortgage
• Your kids' education
• Your income
Let's find a simple solution for your complex needs that could save you money.
Book a meeting with me today.
📧 reid.associates@sunlife.com
📞 519-622-7526
Discover how insurance solutions can adapt to your needs — and life’s milestones.
Protect what matters most:
• Your mortgage
• Your kids' education
• Your income
Let's find a simple solution for your complex needs that could save you money.
Book a meeting with me today.
📧 reid.associates@sunlife.com
📞 519-622-7526
• Reduce your taxable income
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline on March 2nd. Your future self will thank you!
📧 reid.associates@sunlife.com
📞 519-622-7526
• Reduce your taxable income
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline on March 2nd. Your future self will thank you!
📧 reid.associates@sunlife.com
📞 519-622-7526
"The love of a family is life's greatest blessing."
#HappyFamilyDay
"The love of a family is life's greatest blessing."
#HappyFamilyDay