Reid Financial Strategies Inc.
306-911 Golf Links Rd L9K1H9 Hamilton, ON, Canada

Colin Reid BSC, MSC, CFP, CIM, CFA, PHD, president Colin Reid is the owner and president at Reid Financial Strategies Inc., located in Ancaster, Ont. Colin has been licensed as a Portfolio Manager with the IIROC dealer Aligned Capital Partners Inc. since April 2014, and as an Investment Advisor since September 2012. For four years prior to that he was licensed with the MFDA dealer FundEX Investments Inc. Colin has been life licensed since September 2010 and has been able to l...everage this along with his expertise in tax planning and preparation to offer clients a holistic approach to their finances. He was named as one of the top 25 Young Guns in the industry in the April 2017 edition of Wealth Professional Magazine and was nominated for The First Trust Award for Young Gun of the Year in 2018. Colin obtained his PhD (with a focus in mathematics) from McMaster University in 2010 and his Masters of Science degree from Memorial University of Newfoundland and Labrador in 2006. He has recently earned the Chartered Financial Analyst (CFA) designation (2018) and has been a Chartered Investment Manager (CIM) and a Certified Financial Planner (CFP) since 2014 and 2013, respectively. He has taken various other industry and income tax courses and the full list can be viewed on his LinkedIn profile. Colin is very active as a volunteer in his community of Dundas. He was been a member of the Dundas Lions Club since 2009, was a former First Vice-Chair of Dundas Community Services (DCS) and was a board member from 2011 to 2014. As part of his volunteer work at DCS, he was also Co-Chair of the Dundas Community Food Drive. He was formerly the Treasurer of Dundas Youth Soccer Club and was a board member from 2009 to 2014. See more

'Year-end Tax Planning 2018 Part 2: Small Business' is up on our website! This article discusses tax saving strategies for businesses and some changes for 2018 you should consider. Click the link below! https://reidfinancialstrategies.com/year-end-tax-planning-2

The year-end is nearly here, but you still have some time to implement tax saving strategies! Visit the link below for some tax saving tips geared towards individuals. Stay tuned for tax saving strategies for businesses! https://reidfinancialstrategies.com/year-end-tax-planning-2

New post regarding the CRA scam calls Canadians have been receiving. Do not fall for one of the largest cyberscams in Canadian history! https://reidfinancialstrategies.com/the-cra-phone-scam

New blog post highlighting the downsides to not filing your income tax return on time. Whether you have a balance or refund, you should always file by the due date to avoid the 5 downsides listed in the post. Read more here: http://reidfinancialstrategies.com/the-5-downsides-of-late-

First blog post is up! Dealing with the Canada Revenue Agency can be tedious, but this post can tell you what to expect. Also, make sure you always check your notice of assessments since errors are possible and not all that uncommon. Read more here: http://reidfinancialstrategies.com/canada_revenue_processin

New website is officially up and running! We will be posting blog posts here to help you with everything tax related, including: tips, tax planning, tax preparation, personal finances, the Canada Revenue Agency, etc! Check it out! http://reidfinancialstrategies.com/

We are pleased to offer you MORE savings this tax season!

https://www.thestar.com//health-benefits-tax-off-the-table You may have recently received a notice from your employer health benefits company about taxing health and dental benefits. Looks like this tax will not be a part of the budget.

Were you 16 years or older in 2007, 2008 or 2009 and did not file a personal tax return? You may be missing $100 a year for 2007 through 2009. Message me for more details!