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About Us

Dawna Reid, CFP®

Certified Financial Planner®
I consider myself quite chatty and yet when faced with the task of writing my own bio I was at a loss for words.
I contemplated mentioning my BA from Brock University, my CFP designation, my extensive income tax knowledge and/or teaching at Fanshawe College.

In the end, I decided to let my wonderful clients speak for me. I asked them why, after being in business since 1996 do they continue to support me.

Below are the comments I have received from various clients…..