Kyle Reid, B.Comm, CFP
​President

A Certified Financial Planner since 1994, Kyle is well-known and respected in the industry. Kyle’s investment advice is based on extensive research and knowledge of the industry gained over 20 years of experience. 

Kyle is one of a small number of Financial Planners who are Public Service Superannuation Act (PSSA) Certified and has extensive pension expertise with respect to the PSSA, RCMPSA, CFSA, HOOPP, OMERS and the Teacher’s Pension Plan.  Kyle has presented pension and financial planning seminars for 20 years to thousands of public servants and their families.

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The Penney-Reid Financial Team: 

Daniel Gosselin, Vice-President, Retirement and Investments 

François Poudrier, Vice-President, Retirement and Investments

Caroline Grawbarger, Associate Financial Advisor 

Carol Christiansen, Client Services Specialist

Nathalie Penney-Reid, Administrative Assistant 

Mutal Fund Companies: 
Mackenzie Financial www.mackenziefinancial.com
CI Investments www.ci.com
Invesco Canada www.invesco.ca
Franklin Templeton Investments www.franklintempleton.ca

Other professionals:
Stephen Ernst, Chartered Accountant www.ernstandcompanycpa.ca/
Alaina Spec, Counsel www.lmrlawyers.com/team/teamalaina-spec/

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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.