Full service wealth management and holistic planning firm

Reid Financial Strategies Inc. is a full-service wealth management and financial planning firm that provides a variety of services including:

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Tax Returns & Planning

 

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Financial Planning

 

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Retirement & Estate Planning

At Reid Financial Strategies Inc. (RFS) we have your best interest at heart, and aim to maintain a long-term relationship with all of our clients. If you find you are having difficulty making decisions about your personal or business accounting needs, then feel free to contact us. We are here to help you!

 

OUR SERVICES

Tax Preparation

Our in-house accounting team, Collective Accounting Inc, handles tax preparation and bookkeeping (see link for services they provide). We collaborate with Collective Accounting to seamlessly integrate your investments and overall finances, ensuring your taxes are optimized and minimized.

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US Tax Preparation

Navigating US tax laws requires precision and up-to-date knowledge. Our US tax preparation services cater to both individuals living in the US and non-residents / US citizens with US tax obligations. From federal and state tax returns to more complex filings involving multiple jurisdictions, our specialists handle it all with meticulous attention to detail. We stay informed on the latest tax reforms to ensure you benefit from every deduction and credit available. Call now for a comprehensive tax consultation.

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Financial Planning

Financial planning at Reid Financial Strategies isn’t just about building wealth—it’s about setting a path for a secure and fulfilling future. Our financial planners work closely with you to understand your aspirations, crafting strategies that align with your life goals. Whether you’re planning major purchases, educational expenses, or just improving financial stability, our holistic approach integrates all facets of your financial life. Let’s start planning today—your future self will thank you./p>

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Retirement Planning

Dreaming of a relaxed, secure retirement? Our retirement planning services are designed to turn that dream into a reality. By assessing your current financial status, expected retirement age, and lifestyle goals, we develop personalized strategies that optimize your savings and investment returns. From navigating pension plans to structuring retirement accounts, we guide you through every step. We can also provide detailed, written financial projections to help you visualize your retirement. Schedule a consultation with us to craft your peaceful retirement.

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Estate Planning

Preserve your legacy with our comprehensive estate planning services. At Reid Financial Strategies, we understand the importance of ensuring your assets are distributed according to your wishes with minimal legal hurdles. Our experts assist with wills, trusts, probate, health care directives, and more, ensuring your loved ones are cared for and your wishes are respected. Contact us to safeguard your estate and provide peace of mind to your family.

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Insurance Planning

Insurance planning is crucial in safeguarding your financial future against unexpected events. Our team at Reid Financial Strategies helps you identify potential risks and aligns you with insurance solutions that offer optimal protection. Whether it’s life, health, or disability insurance, we provide tailored advice to ensure you and your family are thoroughly protected. Start planning today to secure your tomorrow.

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Investments

Investing with Aligned Capital Partners Inc through Reid Financial Strategies offers you a gateway to a diversified portfolio tailored to meet your financial goals and risk tolerance. Our investment advisors specialize in identifying opportunities that maximize returns while managing risk. Whether you are new to investing or looking to enhance an existing portfolio, we provide the insights and guidance necessary to navigate the complexities of the market. Let us help you grow your wealth with confidence.

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TESTIMONIALS

“Colin is a true pleasure to work with. His knowledge, attention to detail, customer service and his direct and honest approach help to set him apart. I have complete confidence in his ability and always know that he will put my best interests before his own.”

Ted Burlington, Ontario

“I have recommended that many people to go and meet with Colin, and now they’re clients of his.”

In fact, they are very happy clients!

“Colin is accessible and the information he gives is clear and informative. He successfully blends the financial goals of the client with his expertise, so that portfolios have a balanced approach for growth. Everyone in the office is friendly and professional, too. It is a great office to visit!”

Rita
Hamilton, Ontario

“Reid Financial is frankly superb. Colin and his team are consummate professionals, straight forward and honest, strategic, diligent, analytical, plan driven, highly informed, always current, communicative, excellent with follow through and fully accountable to their clients for the advice given and actions taken. I would without reservation recommend their services to anyone in need of sound financial advice , young or old, working or retired.”

Ed D Hamilton, Ontario

” Where in this world can you go to get your tax return prepared (like that’s a fun activity), and actually derive pleasure in the process and be glad to pay for the service? Reid Financial Strategies of Ancaster. It’s like being on another planet. These guys are all over it.  Colin and Mason are efficient, super competent, responsive, and professional: working to save you money. The whole office staff are like this! They are an oasis of talent, outstanding service and good nature. I recommend to all my friends and business associates.”

Ann

Dundas, Ontario

“I used to do my own taxes, and would shop around to see which in-and-out tax place would give me the highest return. Thanks to Reid Financial Strategies, I don’t have to look anymore! They gave me a complete breakdown and explained everything as simply or complexly as I wanted! I suggest them to anyone who needs their taxes done. Best service I have gotten!”.

Shawn

Hamilton, Ontario

ABOUT US

A boutique accounting and financial planning firm located in Ancaster, Ontario. Large enough to serve both small businesses and enterprise clients, but small enough to respond promptly to your individual needs.

BUSINESS HOURS

} Monday  8am - 4pm
} Tuesday  8am - 4pm
} Wednesday  8am - 4pm
} Thursday  8am - 4pm
} Friday   8am - 4pm
} Saturday Closed
} Sunday  Closed