OUR SERVICES
Exceptional service tailored for you.
Tax Returns & Planning.
Financial Planning Personal & Business.
Trust & Estate Taxes.
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!
Tax Preparation
Our in-house accounting team, Collective Accounting Inc, handles tax preparation and bookkeeping. We collaborate with Collective Accounting to seamlessly integrate your investments and overall finances, ensuring your taxes are optimized and minimized.
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.
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.
Retirement Planning
reaming 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.
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.
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.
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.
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.
WORKING WITH
BUSINESS HOURS
| Monday | 8am - 4pm |
| Tuesday | 8am - 4pm |
| Wednesday | 8am - 4pm |
| Thursday | 8am - 4pm |
| Friday | 8am - 4pm |
| Saturday | Closed |
| Sunday | Closed |