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dawna reid
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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…..

We are very pleased being a client, we found her very knowledgeable, always there to help you understand your finances, and very friendly, and that is why we have been her clients for the last 15 years. I can get a hold of you with a concern anytime of the day and you are always quick to reply, banks don’t do that, people don’t want service, they want personal service, and you respond to that genuinely motivated to see you achieve'.....'personally driven to be in the know;' enterprising and willing to share market and general knowledge and related tips for client's success apart from the investment business...readily available for consultation... very personable,energetic,positive...willing to listen and make reasoned recommendations without pressure.
Your personality!...Personable
You are easy to talk with and understand - not intimidating with "finanicial language". You put things in simple easy to understand terms and I don't feel stupid when I don't get something - you take time to get to know your clients on a more personal level so you can understand where we are coming from and help us to know what would work best for us.
tries to find every way possible to help you get money back ..tax smarts
Friendly, efficient, accurate, wonderful service with a "smile" someone who takes the terror out of tax time!
gone out of her way to help me with my financial mess... I can't thank her enough.
Whoever thinks of Dawna only at tax time is missing out on ALOT!! Personality I would agree with - but also that you care enough to do right by your clients... period...no bank that I've come across can say the same.
ALWAYS there for your clients. And you LISTEN to their concerns. You are just someone we can trust....that means a lot in this economy! Xo
I see you as upbeat, positive, insightful and encouraging to name a few off the top of my head. Oh and supportive....how could I forget. I especially like the way you remember facts about me/ my family, where the 'bank' lady doesn't.

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The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Dawna Reid and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated. Insurance products, and other related financial services are provided by Dawna Reid as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.