Reid and Associates Financial Services Inc.

The Right Plan for You

Let's work together towards your financial goals while protecting what matters most to you.

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.

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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.

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.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

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Stay informed

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As gardening season kicks off, remember it's also a great time to plant seeds for your financial future. Whether it's starting that emergency fund or reviewing your retirement goals, small steps now can mean big rewards later. Get in touch with us & grow your financial garden!

#Investments #InvestingForTheFuture #RetirementGoals 🌻👨‍🌾

📧reid.associates@sunlife.com
📞519-622-7526

How to talk to your kids about investing

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Office information

Cambridge, ON

Phone:

(519) 622-7526

Email:

reid.associates@sunlife.com

Address:

55 Fleming Drive, Unit 5, Cambridge, ON, N1T 2A9 Canada

Office hours:

Monday: 8:30 a.m. - 4:30 p.m.

Tuesday: 8:30 a.m. - 4:30 p.m.

Wednesday: 8:30 a.m. - 4:30 p.m.

Thursday: 8:30 a.m. - 4:30 p.m.

Friday: 8:30 a.m. - 12:30 p.m.

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