RFN Academy Communities

Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike. Cindy is passionate in her belief that every client has unique needs which require curated advice. Regardless of the complexity of the goal, Cindy believes having a plan is key to achieving success.

 Whether you are a business owner looking to optimize and properly determine the value of your business or a farmer wanting to successfully transition the family farm between generations, cultivate  personal wealth and preserve family legacy, Cindy navigates these landscapes by working through a process to educate and empower clients to create an actionable plan.

 As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation 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’s knowledge and expertise are often called upon for presentations to clients and advisors alike, and she is routinely asked to speak to farmers, owners and professionals throughout Canada and the US.

 As an experienced private and corporate team leader and proponent of holistic advice, Cindy is a proven quarterback when it comes to bringing together all specialists needed to consult and work together in the best interest of the client. Whether your team of advisors involves lawyers, accountants, bankers, business partners or simply you and your family, Cindy – and more importantly, her clients – have found consistent success with creating a collaborative plan to achieve their goals.