Experience
Here For YOU.
About Penney-Reid Financial
With over 50 years of combined experience, our small, family-owned financial planning team is currently helping more than 1,000 clients achieve their goals. Led by our Certified Financial Planner™ (CFP®) Kyle Reid, we are dedicated to providing client-focused advice, always prioritizing what’s most beneficial for you. Whether it’s planning for retirement, managing investments, or securing your family’s future, we’re here to guide you every step of the way with care and expertise.
Integrity, Service & Financial Wellbeing
At Penney-Reid Financial, our employees operate with the highest standards of good faith and integrity. We understand the profound effect that financial decisions can have on psychological wellbeing and peace of mind. That’s why we’re dedicated to providing remarkable service, sound counsel, and exceptional investment products to help our clients navigate their financial journey with confidence.
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Kyle Reid, our founder, is a Certified Financial Planner (CFP) charter holder. Penney-Reid Financial strictly adheres to the Code of Ethics and Standards of Conduct established by the CFP Board, ensuring the utmost professionalism and trust. A copy of the Code can be found below.
Kyle Reid | Certified Financial Planner™
Welcome to Our New Office
We’re now located at 1900 City Park Dr, Suite 500, Gloucester, ON, K1J 1A3. Previously on the 3rd floor, our office has moved to the 5th floor to better serve our clients. Enter through the main entrance, take the elevators to the 5th floor, and turn right—you will find us ready to be of service.
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