Let's Build
Your Financial Future Together.
CONTACT US
Penney - Reid Financial
500 - 1900 City Park Dr
Ottawa, ON
K1J 1A3
Phone: 613-695-7250
Fax: 613-695-7258
Email: admin@penneyreid.ca
Financial Consultation
At Penney-Reid Financial, the financial consultation is the core of what we do. To provide tailored and effective guidance, a thorough review of your personal financial situation is prepared. Recommendations made consider numerous factors.
Typical questions:
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When are you planning to retire and is it realistic?
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Do you have a spouse and are they a member of a pension plan?
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Do you have children?
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Do you have any outstanding debts? (e.g., mortgage, lines of credit, credit cards)
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Current savings and investments?
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Are investments in the right registered vehicles (e.g., RRSP, TFSA, RESP, FHSA, RDSP)?
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Are holdings suitable and cost-effective?
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Are wills and powers of attorney, complete and up-to-date?
Every individual’s financial position is unique, and our analysis is customized to you.
Scheduling Your Consultation
To schedule a consultation, please call (613) 695-7250, email admin@penneyreid.ca, or send a message below. For privacy protection, end-to-end encryption is used for document transmission. All information provided is kept confidential.
Following your Financial Consultation, you will be provided:
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Projections that identify the most appropriate retirement date.
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Recommendations on when to draw CPP and OAS.
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A clear analysis of income and if that will be sufficient.
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A review of debt and guidance on balancing repayment with saving.
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Evaluation of existing investments and advice on suitability and tax efficiency.
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Strategies to minimize taxes and optimize financial outcomes.
This list is just the beginning. Every consultation is customized to ensure your financial plan is as unique as you are.
Take the first step toward financial clarity and peace of mind.
Contact us today!
We Look Forward to Being of Service
Questions regarding your financial future, we are pleased to help.
Reach out today—we’re excited to work with you!
Send Us a Message
OUR LOCATION
OFFICE HOURS
Mon - Fri: 9:00am - 4:30pm
Sat: Closed
Sun: Closed
*Please do not include any sensitive information or documents if using the form above.
Committed to Customer Service
At Penney-Reid Financial (PRF), we understand the frustration of calling a company only to be met with automated menus and empty reassurances like, "Your call is very important to us, but we’re experiencing unusually high call volumes." It’s impersonal, unhelpful, and often leaves you feeling like just another number.
Our principal, Kyle Reid, shares your frustration. He knows that for many companies, these practices are simply a way to cut costs—reducing staff, outsourcing support, and prioritizing efficiency over genuine care.
At PRF, we do things differently. When you call our office, your call is answered promptly and clearly, in either of Canada’s official languages. If, by chance, you leave a message, we make it a priority to return your call in a timely manner. When we’re responsible for providing specific assistance, we address it without delay.
We believe in offering a customer service experience that reflects the values of trust, reliability, and genuine care. At PRF, you’ll always feel heard, valued, and supported.
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