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
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“In Flanders fields the poppies blow
Between the crosses, row on row,
That mark our place; and in the sky
The larks, still bravely singing, fly
Scarce heard amid the guns below.”
—John McCrae, Canadian poet, doctor and medical officer during WWI
#RemembranceDay #November11 #LestWeForget
Simply Put: What is a TFSA?
Whether you're saving for a vacation, a home or for retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact us here at Reid & Associates.
#TFSA #FinancialGoals #Savings
📧 reid.associates@sunlife.com
📞 519-622-7526
Here's a few easy DIY treat ideas if you're planning on having a party tonight! 🍬🍪🧁
#HappyHalloween #SpookySeason #October31st