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Please contact our office and we will be pleased to assist you with:

Services offered directly by Penney-Reid Financial:
  • Retirement Planning / Pension Planning
  • Financial Planning
  • Work Force Adjustment / Severance Pay

Products (Mutual Fund Investments are offered through Equity Associates Inc.):
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Locked-In Retirement Accounts (LIRA)
  • Life Income Funds (LIF)
  • Tax Free Savings Accounts (TFSA)
  • Registered Education Savings Plans (RESP)
  • Registered Disability Savings Plans (RDSP)​
  • High Interest Savings accounts

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.
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