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, navigating 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
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.
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March Break 2026 Events/Camps in Cambridge, Kitchener-Waterloo & Guelph:
Alison Neighbourhood Community Centre:
WHERE: Alison Neighbourhood Community Centre (127 Elgin St N.)
WHEN: March 16th - 20th. 9:00am-4:30pm.
COST: $150, Friday pizza included
Core Climbing Gym:
Where: 500 Jamieson Parkway, UNIT 1, Cambridge, N3C 0G5
When: March 16th - 20th. 9:00am-4:00pm.
Cost: $315 for the week; $305 for each additional participant (sibling discount)
Please provide:
Water bottle
Snacks / Lunch
Gym clothes
March Break Art Camp:
WHERE: Kitchener Waterloo Art Gallery
WHEN: March 16th-20th. 9:00am-4:00pm.
COST: $275/week, $60/day Extended care is available from 4:15 to 5:00 p.m. for $50/week or $15/day
St. Jacobs Market Food Tour:
Where: St. Jacobs Farmer’s Market.
When: March 19th. 9:30am - 11:30am
Cost: $42
Dance Arts Explosion Camp:
WHERE: River Run Centre (35 Woolwich St, Guelph, ON N1H 3V1)
WHEN: March 16th-20th. Regularly scheduled camp activities occur between 9:30 am and 3:30 pm. As a courtesy, they offer complimentary before camp care from 8:30-9:30 am and after camp care from 3:30-4:30 pm (pre-register, free & extra cost options)
COST: $375 per camper (5% sibling discount)
Guelph YMCA Camp:
Where: 130 Woodland Glen Dr, Guelph, ON N1G 4M3
When: March 16-20th. Drop off 8:00am – 9:00a.m. Pick up 4:00pm– 4:30p.m.
Cost: $315/week
#MarchBreak #SpringBreak #SpringCamp
Alison Neighbourhood Community Centre:
WHERE: Alison Neighbourhood Community Centre (127 Elgin St N.)
WHEN: March 16th - 20th. 9:00am-4:30pm.
COST: $150, Friday pizza included
Core Climbing Gym:
Where: 500 Jamieson Parkway, UNIT 1, Cambridge, N3C 0G5
When: March 16th - 20th. 9:00am-4:00pm.
Cost: $315 for the week; $305 for each additional participant (sibling discount)
Please provide:
Water bottle
Snacks / Lunch
Gym clothes
March Break Art Camp:
WHERE: Kitchener Waterloo Art Gallery
WHEN: March 16th-20th. 9:00am-4:00pm.
COST: $275/week, $60/day Extended care is available from 4:15 to 5:00 p.m. for $50/week or $15/day
St. Jacobs Market Food Tour:
Where: St. Jacobs Farmer’s Market.
When: March 19th. 9:30am - 11:30am
Cost: $42
Dance Arts Explosion Camp:
WHERE: River Run Centre (35 Woolwich St, Guelph, ON N1H 3V1)
WHEN: March 16th-20th. Regularly scheduled camp activities occur between 9:30 am and 3:30 pm. As a courtesy, they offer complimentary before camp care from 8:30-9:30 am and after camp care from 3:30-4:30 pm (pre-register, free & extra cost options)
COST: $375 per camper (5% sibling discount)
Guelph YMCA Camp:
Where: 130 Woodland Glen Dr, Guelph, ON N1G 4M3
When: March 16-20th. Drop off 8:00am – 9:00a.m. Pick up 4:00pm– 4:30p.m.
Cost: $315/week
#MarchBreak #SpringBreak #SpringCamp
March Break 2026 Events/Camps in Cambridge, Kitchener-Waterloo & Guelph:
Alison Neighbourhood Community Centre:
WHERE: Alison Neighbourhood Community Centre (127 Elgin St N.)
WHEN: March 16th - 20th. 9:00am-4:30pm.
COST: $150, Friday pizza included
Core Climbing Gym:
Where: 500 Jamieson Parkway, UNIT 1, Cambridge, N3C 0G5
When: March 16th - 20th. 9:00am-4:00pm.
Cost: $315 for the week; $305 for each additional participant (sibling discount)
Please provide:
Water bottle
Snacks / Lunch
Gym clothes
March Break Art Camp:
WHERE: Kitchener Waterloo Art Gallery
WHEN: March 16th-20th. 9:00am-4:00pm.
COST: $275/week, $60/day Extended care is available from 4:15 to 5:00 p.m. for $50/week or $15/day
St. Jacobs Market Food Tour:
Where: St. Jacobs Farmer’s Market.
When: March 19th. 9:30am - 11:30am
Cost: $42
Dance Arts Explosion Camp:
WHERE: River Run Centre (35 Woolwich St, Guelph, ON N1H 3V1)
WHEN: March 16th-20th. Regularly scheduled camp activities occur between 9:30 am and 3:30 pm. As a courtesy, they offer complimentary before camp care from 8:30-9:30 am and after camp care from 3:30-4:30 pm (pre-register, free & extra cost options)
COST: $375 per camper (5% sibling discount)
Guelph YMCA Camp:
Where: 130 Woodland Glen Dr, Guelph, ON N1G 4M3
When: March 16-20th. Drop off 8:00am – 9:00a.m. Pick up 4:00pm– 4:30p.m.
Cost: $315/week
#MarchBreak #SpringBreak #SpringCamp
Alison Neighbourhood Community Centre:
WHERE: Alison Neighbourhood Community Centre (127 Elgin St N.)
WHEN: March 16th - 20th. 9:00am-4:30pm.
COST: $150, Friday pizza included
Core Climbing Gym:
Where: 500 Jamieson Parkway, UNIT 1, Cambridge, N3C 0G5
When: March 16th - 20th. 9:00am-4:00pm.
Cost: $315 for the week; $305 for each additional participant (sibling discount)
Please provide:
Water bottle
Snacks / Lunch
Gym clothes
March Break Art Camp:
WHERE: Kitchener Waterloo Art Gallery
WHEN: March 16th-20th. 9:00am-4:00pm.
COST: $275/week, $60/day Extended care is available from 4:15 to 5:00 p.m. for $50/week or $15/day
St. Jacobs Market Food Tour:
Where: St. Jacobs Farmer’s Market.
When: March 19th. 9:30am - 11:30am
Cost: $42
Dance Arts Explosion Camp:
WHERE: River Run Centre (35 Woolwich St, Guelph, ON N1H 3V1)
WHEN: March 16th-20th. Regularly scheduled camp activities occur between 9:30 am and 3:30 pm. As a courtesy, they offer complimentary before camp care from 8:30-9:30 am and after camp care from 3:30-4:30 pm (pre-register, free & extra cost options)
COST: $375 per camper (5% sibling discount)
Guelph YMCA Camp:
Where: 130 Woodland Glen Dr, Guelph, ON N1G 4M3
When: March 16-20th. Drop off 8:00am – 9:00a.m. Pick up 4:00pm– 4:30p.m.
Cost: $315/week
#MarchBreak #SpringBreak #SpringCamp
On International Women's Day, we honour women's achievements and our commitment to advancing their financial security and wellness.
Every person's journey to wealth, health and well-being is unique. Many factors, including gender, race and age can impact and shape the trajectory of our lives.
When women are empowered, more opportunities arise across our communities. Learn what steps you can take to help you get closer to your financial independence: https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/
#EmpowerHer #IWD2026 #InternationalWomensDay
Every person's journey to wealth, health and well-being is unique. Many factors, including gender, race and age can impact and shape the trajectory of our lives.
When women are empowered, more opportunities arise across our communities. Learn what steps you can take to help you get closer to your financial independence: https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/
#EmpowerHer #IWD2026 #InternationalWomensDay
On International Women's Day, we honour women's achievements and our commitment to advancing their financial security and wellness.
Every person's journey to wealth, health and well-being is unique. Many factors, including gender, race and age can impact and shape the trajectory of our lives.
When women are empowered, more opportunities arise across our communities. Learn what steps you can take to help you get closer to your financial independence: https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/
#EmpowerHer #IWD2026 #InternationalWomensDay
Every person's journey to wealth, health and well-being is unique. Many factors, including gender, race and age can impact and shape the trajectory of our lives.
When women are empowered, more opportunities arise across our communities. Learn what steps you can take to help you get closer to your financial independence: https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/
#EmpowerHer #IWD2026 #InternationalWomensDay
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
https://advisor.sunlife.ca/reid.associates
https://advisor.sunlife.ca/reid.associates
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
https://advisor.sunlife.ca/reid.associates
https://advisor.sunlife.ca/reid.associates