I'm Randy Reid – a financial advisor who specializes in helping business owners unlock the full financial power of their business.

“Great things in business are never done by one person: they’re done by a team of people” – Steve Jobs

When we get the right team, amazing things happen. There is no greater satisfaction than working with an elite team of professionals that help business owners unlock the vast wealth available to them.

I grew up in a family of business owners. My parents, my Aunts and Uncles and my grand parents all took great pride in the family business. While it didn’t provide us with a lifestyle of the rich and famous, it did afford our entire family an amazing life. We may not have had a lot of money growing up but we never needed anything either. My family was well known in the area and we were very well respected. Our customers became friends, and our friends were considered family. I have many fond memories and enduring relationships from those early days and it’s there where my passion for working with business owners began. Those memories formed my values and helped to make me who I am today. Family and friends are my greatest riches and when not at work I am spending time with them.

My wife Kristen and I, our two children, Jake and Lauren and our dog Charlie, can often be found enjoying great food and wine around the dinner table, travelling, working out in our home gym or enjoying the great outdoors. No matter where we are, our friends and family are sure to join us in creating tomorrow’s memories.

To unlock your full financial power, you need a team of talented individuals each skilled in their trade who have attained a working synergy. The key is teamwork. You may have talented individuals advising you on your tax, financial and legal affairs, but if they are not truly working together as a team, you will never unlock your full wealth potential.

Focus areas

  • Business Owner Considerations
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Wealth Strategies

My Personal Interests

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

Office Information

Office Hours

Office Hours
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

Branch Team

Email Me

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