Welcome to Penney-Reid Financial
At Penney-Reid Financial, our philosophy is simple – doing what
is best for you, always. We dedicate our time and efforts into building financial solutions tailored to your needs and goals. Most importantly, we want to ensure your own personal financial success, regardless of economic conditions and challenges you may incur. In other words, we want to ensure that you will be o.k. and that you will be able to enjoy a fulfilling and comfortable retirement.
Please Note:
We will continue to be attentive to your needs, however, will not be having face-to-face meetings until further notice. Although phone lines will be monitored, there could be a delay in responding due to our reduced office hours. Therefore, it would be preferable to reach us by e-mail. We can also arrange for phone meetings, should you prefer to do so, and any forms and/or documentation can be sent electronically as needed.
is best for you, always. We dedicate our time and efforts into building financial solutions tailored to your needs and goals. Most importantly, we want to ensure your own personal financial success, regardless of economic conditions and challenges you may incur. In other words, we want to ensure that you will be o.k. and that you will be able to enjoy a fulfilling and comfortable retirement.
Please Note:
We will continue to be attentive to your needs, however, will not be having face-to-face meetings until further notice. Although phone lines will be monitored, there could be a delay in responding due to our reduced office hours. Therefore, it would be preferable to reach us by e-mail. We can also arrange for phone meetings, should you prefer to do so, and any forms and/or documentation can be sent electronically as needed.
A Message Regarding Current Markets:
Un message concernant les marchés financiers: |
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NEWS FEED
The public service is changing rapidly. The cessation of accumulated severance, implementation of strategic reviews and other cost cutting measures represent significant changes to the employment landscape.
Have you taken the time to ensure your own personal financial success?
For those faced with the decision to take or defer your severance, did you consider the following aspects?:
- Service prior to 1996
- RRSP room
- Oustanging debt and interest rate
- Possible retirement date
Have you taken the time to ensure your own personal financial success?
For those faced with the decision to take or defer your severance, did you consider the following aspects?:
- Service prior to 1996
- RRSP room
- Oustanging debt and interest rate
- Possible retirement date
Penney-Reid is a sub-branch of mutual fund dealer Equity Associates Inc. (EA), based in Markham, ON. EA is a member of the mutual fund dealers association (MFDA) which regulates its activities.