Together, We Handle Every Dimension of Your Finances
A boutique wealth management practice in Ancaster, Ontario — large enough to serve individuals, families, and complex multi-generational households, yet small enough to respond promptly to your individual needs.
“We are committed to fostering strong relationships through hands-on involvement — providing the highest levels of strategic insight and technical skill.”
Our team consists of Colin Reid — Founder, Portfolio Manager, and Senior Wealth Advisor — along with Dana Brennan and Vera M., who lead Office Administration. Together, they are committed to building lasting client relationships grounded in trust, responsiveness, and genuine expertise.
The RFS team provides exceptional service tailored to each client’s needs — bringing together all the guidance required to handle your financial, tax, and investment needs under one roof.
We look forward to working with you.
Colin Reid
Founder · Portfolio Manager · Senior Wealth Advisor
BSc · MSc · CFP · CIM · TEP · CFA · PhD
Colin Reid is the founder of Reid Financial Strategies Inc., located in Ancaster, Ontario. He serves as a Portfolio Manager and Senior Wealth Advisor with Aligned Capital Partners Inc., and has been licensed as a Portfolio Manager with the CIRO dealer since April 2014, and as an Investment Advisor since September 2012. For four years prior, he was licensed with the MFDA dealer FundEX Investments Inc.
Life licensed since September 2010, Colin has leveraged this alongside his expertise in tax planning and preparation to offer clients a genuinely holistic approach to their finances — one where investments, tax, retirement, estate, and insurance decisions all inform one another.
Colin’s academic and professional credentials are uncommonly deep. He earned his PhD (with a focus in mathematics) from McMaster University in 2010, and his Master of Science degree from Memorial University of Newfoundland and Labrador in 2006. He holds the Chartered Financial Analyst (CFA) charter — the most rigorous credential in global investment management — alongside the Trust and Estate Practitioner (TEP) designation, awarded by STEP and considered the international gold standard for estate planning expertise. He also holds the Chartered Investment Manager (CIM) designation, earned in 2014, and has been a Certified Financial Planner (CFP) since February 2013. He has completed numerous additional industry and income tax courses throughout his career.
Credentials & Designations
The People Behind RFS
A Small Team, Fully Invested in You
Colin Reid
Founder · Portfolio Manager · Senior Wealth Advisor
Founder and lead advisor, bringing every client engagement a holistic approach informed by deep expertise across investments, tax, and financial planning.
Dana Brennan
Office Administration
An organizational backbone of the firm — ensuring every client interaction is smooth, responsive, and handled with care from first contact onward.
Vera M.
Office Administration
Supporting day-to-day client service and operations, with a steady focus on responsiveness, accuracy, and the personal attention that defines the RFS experience.
About the Firm
Reid Financial Strategies Inc. is a boutique wealth management practice located in Ancaster, Ontario. We are large enough to serve both individual clients and complex multi-generational families, but small enough to respond promptly to your individual needs — combining technical depth with the personal attention that only a dedicated, close-knit team can provide.
Business Hours
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Whether you’re planning for retirement, navigating cross-border tax, or building a complete financial strategy, we’re ready to help. Reach out and book your introductory appointment today.
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