Please contact our office and we will be pleased to assist you with:
Services offered directly by Penney-Reid Financial:
Products (Mutual Fund Investments are offered through Equity Associates Inc.):
- 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.
