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

Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

Is your child's education fund on track?

Starting early and saving consistently can make a significant difference in your child's educational future.

Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options

Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.

📧 reid.associates@sunlife.com
📞 519-622-7526
https://advisor.sunlife.ca/reid.associates

May 17th is Client Appreciation Day! We want to take this chance to thank you for your continued support and trust in Reid & Associates Financial Services Inc. 🙏

#ClientAppreciationDay #May17 #ThankYou

May your long weekend be filled with sunshine, barbecues, and wonderful memories! 🎆🫕

#May24 #LongWeekend

We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/reid.associates/

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

Happy Mother's Day! 👩💐

"To the world, you are a mother. To your family, you are the world".

#MothersDay #Mom

How much does it really cost to buy your first home in Canada?

Check out this new resource we found!

https://www.fidelity.ca/en/insights/articles/cost-to-buy-your-first-home-in-canada/

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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May the 4th be with you! 🌌

#May4th #StarWars #MayTheForceBeWithYou

Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.

Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Financial advice that fits your needs. Let Sun Life One Plan help.

Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ

Take control of your financial future. Reach out today to get started!

#RetirementPlanning #SunLifeOnePlan

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Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/reid.associates

National Pet Day is celebrated annually on April 11th to honor the joy that our pets bring to us and raise awareness for shelter animals needing homes. Founded in 2006 by Colleen Paige, it encourages celebrating all pets—from dogs to exotic animals—through extra love, treats, and adoption. 🐶🐱🐹🐸🐦🦎🐠🐀

What kinds of pets do you have? Let us know how you're going to celebrate with them!

The idea of saving and buying your own home can feel a little daunting. But with budgeting and smart planning, you can make this dream a reality. Ready to start your home buying journey? Let’s discuss your options.

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

Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷💐🐇🕊️⛪

Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.

#Easter #GoodFriday #Family

Strategic planning can help you make the most of housing transitions.

Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?

Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.

#RetirementPlanning #Retirement

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

10 tips for healthy eating on a budget

Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.

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Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Let's chat!

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

Happy St. Patrick's Day. May you have a magical day 🍀

#StPatricksDay #GoodLuck

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

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

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

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