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, 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.

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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.

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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Stay informed

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Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps.

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

#SunLifeOnePlan #Reinvest #BusinessOwner

World Oceans Day is celebrated annually on June 8th. It is a United Nations-recognized day designed to raise global awareness about the crucial role of the ocean in sustaining life, producing over 50% of our oxygen, and providing habitat for biodiversity.

The 2026 theme is "Strong Marine Protected Areas for Our Blue Planet" and "Wonder: Sustaining what sustains us". The 2026 initiative emphasizes accelerating action to protect 30% of the oceans by 2030. 🌊🐳🌎

#WorldOceansDay #Oceans #HealthyPlanet

Looking for life insurance that grows with you?

Participating Life insurance offers flexible coverage that adapts to your changing needs. Whether you're building wealth, planning your estate or looking to protect your family's future.

Ready to explore how Participating Life insurance can work for your unique situation? Let’s connect! https://advisor.sunlife.ca/reid.associates/

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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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