Kyle Reid, a Certified Financial Planner™ with over 30 years of experience, is the visionary behind Penney-Reid Financial. Drawing on his extensive background in business development, operations, and investment strategies, he has built the firm on a foundation of exceptional client service and personalized financial advice.

As the founder, Kyle oversees every aspect of Penney-Reid Financial’s growth and ensures the highest standards of professionalism and care. He stays actively involved in his local community and often shares his expertise through seminars and events. Outside of work, Kyle enjoys spending time with friends and family, playing golf, and embracing the outdoors.

Caroline has been a key team member for over 15 years. Her strengths in being highly organized & an ardent problem solver ensure our clients’ plans are managed seamlessly and efficiently. With an acute understanding of investment products, processes, and industry regulations, Caroline analyzes portfolios and makes recommendations based on the financial needs & retirement goals of our clients. As an advisor, Caroline is happy to assist clients with investment requests & inquiries.

Away from the office, Caroline spends much of her time reading, gardening & exploring new places.

As Vice-President, Dan has been a dedicated member of the team since 2005. As one of the senior advisors on the team, he brings his years of experience & expertise to collaborate with clients, gaining a full understanding of their objectives and creating a comprehensive investment plan.

He specializes in developing strategies for retirement, education savings (RESPs), disability savings (RDSPs) & estate solutions, assisting clients to achieve their short-term & long-term financial goals.

In his spare time, Dan enjoys golf, curling & travelling.

Martin joined the team in 2022 after graduating from University of Ottawa with a degree in Financial Mathematics and Economics. Martin brings fresh ideas and a strong work ethic to the team. Apprenticing under the senior advisors, he is quickly becoming skilled at analyzing client portfolios and developing recommendations to fulfil clients’ objectives. As an advisor, he is happy to assist clients with investment and insurance requests.

Outside the office, Martin is deeply committed to the Ottawa Lacrosse Community, serving as head coach for local teams and mentoring aspiring players.

Over his 25 years in the financial planning industry, François has offered thousands of retirement seminars to members of the Federal public service, OMERS, and other pension plans. He is also certified under the Public Service Superannuation Act (PSSA) and can assist with their pension needs.

With the last five dedicated to providing exceptional service at Penney-Reid Financial, François works with clients to develop customized financial plans that help them achieve their retirement goals.

Outside of the office, François values quality time with his wife Nadine and three boys and enjoys working on his golf game.

As the first point of contact for clients at Penney-Reid Financial, Brooklyn takes pride in creating a welcoming and friendly atmosphere. Her role involves supporting the team through administrative tasks and projects, ensuring the office runs smoothly. Brooklyn brings a wealth of experience and exceptional attention to detail to her role. Her outgoing personality and dedication to excellent customer service make her a key part of the team.

When she’s not at work, Brooklyn loves spending her time reading & finding joy in the little things that make like meaningful.