“As a trusted financial advisory firm, we work with top investment management firms and insurance companies to best serve your needs. We specialize in complete financial plans including estate and retirement planning. Our team of experienced professionals offer strategies on how to meet your financial goals for long-term stability. We care about your money and time; That's why we strive to provide prompt advisory solutions at competitive rates.”
The right mortgage is the foundation of a well-designed financial plan targeted at increasing net worth. That's our belief, and each member of our team has the experience and the commitment to develop the mortgage plan you need to reach your financial goals.
Kevin P Reid, CFP, EPC, is a Senior Financial Advisor -Manulife Securities Incorporated, and started his own business in 1995, providing Insurance, Investment and Tax solutions to individuals, families, small business owners and corporations. Kevin is passionate about building a successful business and providing his clients with clear, unbiased quality advice.
PC Financial offers no annual fee credit cards, PC Optimum points & helpful tips to make your money go further. Learn more about our PC Financial Mastercard and explore the PC Optimum program today.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking needs covered.
Does your business hold the value you'll need to achieve your goals?We help business leadersOften, plans for change fail. Plans for change don't fail because they are poor plans. They fail because people are not prepared to accept them. This problem can be fixed by preparing business people for changes and by delivering changes under processes that are proven to work. That's what we do: we help business leaders prepare people and processes for change.Contact Us490 Dutton Drive, Suite C6Waterloo, ON, N2L 6H7