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Randy Reid, Financial Advisor

FINANCIAL ADVISOR
Randy A Reid

CEA®, CEPA®
1 King Street West, Bowmanville, ON L1C 1R2opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Estate and legacy strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Wealth strategies

About Randy

Randy Reid, CEPA, CEA, is an experienced and dedicated financial advisor in the community of Bowmanville, Ontario. He is the co-author of the Amazon #1 bestselling book, Retire Like a Shark with Kevin Harrington (original Shark on ABC TV's Shark Tank).

I am a seasoned financial advisor dedicated to guiding individuals and families through life’s most complex financial transitions. Growing up in an entrepreneurial family, I developed a deep respect for the unique challenges business owners face daily. With experience in both Certified Exit Planning (CEPA®) and Certified Estate Advisory (CEA®), I bring specialized insights for business owners, farm owners, and...

Personal Interests

  • Aviation
  • Camping
  • Spending Time with Family
  • Sports Enthusiast
  • Vintage Cars

Team Members

  • Sarah Griffin
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(905) 623-9079

Fax

(877) 335-0688

Office Address

1 King Street West
Bowmanville, ON L1C 1R2opens in a new window

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My priorities

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Setting your path

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