About Us

We offer Individuals, Families and Small Businesses Comprehensive Financial Planning.  Their clients are looking to have a written financial plan to help them achieve their short term and long term personal and financial goals.  You are different than your Mom, your Dad and your neighbours so Reid & Associates designs a unique plan for YOU based around YOUR goals and dreams.

· Risk Management     ~ Life and health insurance based on individual requirements.

· Wealth Accumulation   ~Building, preserving and growing assets through balanced investing, according to individual needs and personal risk tolerance.

· Debt Management    ~ Control and management of non-deductible and deductible debt.

· Estate Planning     ~ Define and implement strategies that reduce or eliminate estate distribution expenses and taxes without compromising personal objectives.

· Efficient Tax Strategies   ~ Working with clients and accountants to structure assets, debt and other investments to avoid, reduce, and defer taxes.

· Develop Financial Plans   ~ Build a Comprehensive Financial Plan that creates a financial roadmap for people to make informed decisions about their current situation and future goals.

For your own personal financial plan contact Kevin 2508606464