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.

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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On July 1st we celebrate our beautiful country. Enjoy the festivities and embrace the joy of being Canadian.

Our office will be observing the following hours in anticipation of Canada Day:

Friday June 27th 8:30 am – 12:30 pm
Monday June 30th CLOSED
Tuesday July 1st CLOSED
Wednesday July 2nd 8:30 am – 12:30 pm

We will reopen on Thursday July 3rd for normal business hours

Have a safe and happy Canada Day celebration! 🍁

Energize your retirement savings with RRSP contributions! Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let’s power up your retirement journey 💪

#Retirement #RetirementGoals #FinancialGoals #RRSP #InvestingForTheFuture

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

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. Connect with us for more information or to get started on your personalized plan!

#OnePlan #SavingsGoals #FinancialPlanning 📝💰

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

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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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