RELIABLE

We are here for you, by phone or email.
We deliver best-in-class client service.

DETAILED

No stone is left unturned; we aim to maximize our client's financial position in the past, present and future. Our team asks detailed questions to ensure a thorough depiction of your individual situation.

EXPERIENCED

With over 13 years of experience we’re equipped to handle your accounting and financial needs, both personal and business.

TRUSTWORTHY

Our service is delivered with the highest level of integrity and professionalism.

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Full-service accounting & financial planning.

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

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Tax Returns & Planning

 

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Financial Planning

 

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Complimentary Tax Reviews

 

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

PERSONAL TAXES

Personal taxes truly are as individual as the clients themselves, therefore we work with you to identify your specific accounting needs and adjust our approach to meet them.

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BUSINESS TAXES

So you have started a company and business is taking off, but you are so busy running the day-to-day operations that you almost forget one very important aspect – your accounting!

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CORPORATE TAX

We provide all the services, progressive knowledge, and the most current technology you need to keep your corporation running smoothly.

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TRUST & ESTATE TAXES

When it comes to trusts and estate planning, we’re here to assist you in two ways: the implementation of strategies to maximize your retirement savings, and minimize tax liabilities when transferring assets to other family members.

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BOOKKEEPING SERVICES

Our knowledge and attention to detail make it so you do not need to fear the taxman.

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U.S. INCOME TAX

Preparing a U.S. Tax return in addition to your Canadian tax return is a daunting task. It requires knowledge of U.S. tax law and consideration of your Canadian filing.

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Receive Your Complimentary Tax Review.

 

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

MEET THE TEAM

COLIN REID

President

BSC, MSC, CFP, CIM, PHD

Colin Reid is the owner and president at Reid Financial Strategies Inc., located in Ancaster, Ontario. Colin has been licensed as a Portfolio Manager with the IIROC dealer Aligned Capital Partners Inc. since April 2014, and as an Investment Advisor since September 2012.

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MASON TWITCHETT

Tax Planning Specialist

Mason Twitchett is the Tax-Planning Specialist at Reid Financial Strategies Inc, previously working in the accounting department with Canadian food retailer, Metro Inc.

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If your looking for the best Financial consultants you’ve come to the right place.

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.

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BUSINESS HOURS

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

...Have you bounced around from accountant to accountant, never satisfied with the service?

Have you ever questioned your accountant’s work, but said to yourself, “Well, he/she knows best - they must be right!”

...Have you ever questioned a tax refund, thinking you really should have received more money back?

...Have you ever noticed discrepancies on past tax returns, but didn’t have time or energy to investigate further?

...Are you curious to see what we might find, and would love some extra cash in your pocket?

Contact us today, we will review your past tax returns (up to 10 years).