For more than 25 years, Cindy Reid has helped clients find clarity and confidence in the often-complex world of financial planning. She believes even the most intricate goals can be achieved with a thoughtful plan and the right people working together.

Cindy works closely with business owners, farmers and families to navigate the challenges of growth, transition and legacy. Whether determining business value, guiding a family farm transfer or building strategies for personal wealth, she focuses on creating practical, actionable plans grounded in trust and understanding.

Cindy is a preferred advisor for the Business Development Bank of Canada (BDC). In this role she works with BDC business owner clients looking to determine their exit preparedness and uncover next best steps for them and their company.

As a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA), Cindy brings deep expertise to every relationship. Clients and advisors often seek her perspective, and she enjoys sharing her experience through presentations and collaborative discussions.

An entrepreneur and team leader at heart, Cindy has founded and led several successful businesses. She’s known for her ability to bring the right specialists together to build unified plans focused on what matters most—the client’s best interest. Whether working with lawyers, accountants, bankers or family members, Cindy ensures every voice is heard and every detail fits into a cohesive strategy.

What inspires her most is seeing the sense of relief and confidence clients feel when they can clearly see a path forward. For Cindy, helping people achieve that moment of clarity is what makes the work truly meaningful.