Our Team

Carl has been in the investment industry since 1987. Prior to that, Carl has 10 years of experience in Commercial Lending and Branch Management. Carl earned his Bachelor of Business Administration from the University of New Brunswick, Saint John Campus and a Master of Business Administration from McMaster University in Hamilton, Ontario.

Carl is very involved in the community and was selected as Dundas Citizen of the Year in 2007. He was Chair of the Dundas Valley Rotary Skating Rink Project. He is Co-Chair of the Beverly Charity Classic Golf Tournament (in the past 20 years over $1,200,000 has been raised for the community) and is actively involved in the J.L. Grightmire Market Area Expansion Project to put a 3,000 square foot community room over the lobby.

Carl was a recent recipient of one of the 2019 Proudly UNB Alumni Awards of Distinction for his community involvement and volunteer efforts in and around the town of Dundas and at the University of New Brunswick, Saint John Campus.

Carl is married to Linda.

Jonathan has been an Investment Advisor with Aligned Capital Partners Inc. since January 2013 and is licensed with the Canadian Investment Regulatory Organization or CIRO. Jonathan attained his Portfolio Manager designation in 2015 and has more than 20 years experience in the investment and financial planning industry. Prior to joining Aligned Capital Partners Inc., Jonathan was licensed under the Mutual Fund Dealers Association (MFDA) for the previous 13 years.

Jonathan is involved in a variety of charitable activities including his role as Treasurer of the Conway Opportunities Homes in Hamilton, Ontario – a residence devoted to providing attendant care and support for adults with severe physical disabilities.

Jonathan is a long-time resident of Burlington, Ontario and is married with two sons.

Colin Reid is the owner and president at Reid Financial Strategies Inc., located in Ancaster, Ont. Colin has been licensed as a Portfolio Manager with the CIRO dealer Aligned Capital Partners Inc. since April 2014, and as an Investment Advisor since September 2012. For four years prior to that, he was licensed with the MFDA dealer FundEX Investments Inc. Colin has been life licensed since September 2010 and has been able to leverage this along with his expertise in tax planning and preparation to offer clients a holistic approach to their finances. He was named as one of the top 25 “Young Guns” in the industry in the April 2017 edition of Wealth Professional Magazine. Colin obtained his PhD (with a focus in mathematics) from McMaster University in 2010 and his Masters of Science degree from Memorial University of Newfoundland and Labrador in 2006. He has recently earned the Chartered Financial Analyst (CFA, 2018) designation,  has held the Chartered Investment Manager Designation since 2014, and has been a Certified Financial Planner since February 2013. He has taken various other industry and income tax courses and the full list can be viewed on his LinkedIn profile. Colin is very active as a volunteer in his community of Dundas. He has been a member of the Dundas Lions Club since 2009, was a former First Vice-Chair of Dundas Community Services (DCS) and was a board member from 2011 to 2014. As part of his volunteer work at DCS, he was also Co-Chair of the Dundas Community Food Drive. He was formerly the Treasurer of Dundas Youth Soccer Club and was a board member from 2009 to 2014.

Steve is a lifelong resident of Dundas, Ontario. Growing his practice for 2 years at another financial planning firm, Steve joined our team in 2017. After graduating from the DeGroote School of Business at McMaster University with a focus in finance he taught English for 2 years in Taipei, Taiwan. These travels afforded him the perspective to see clearly the type of path to take: one that affords the chance to combine his affinity for finance with the opportunity to help people. Currently working towards his Certified Financial Planner (CFP) designation Steve is licensed with CIRO.

Steve stays active in the local community as a regular volunteer with Dundas Community services, a soccer coach with the Dundas Flamborough Soccer Club, teaching Sunday School at St. Paul’s United Church in Dundas and he is the Volunteer Coordinator for the Dundas International Buskerfest. He enjoys pub trivia, playing soccer, golf, bocce ball and board games, time in the kitchen and time with his family.

Mason Twitchett is the Tax-Planning Specialist at Reid Financial Strategies Inc, previously working in the accounting department with Canadian food retailer, Metro Inc.. Mason first became aware of his passion for accounting in high school where he scored top grades in the subject. Upon graduating, he earned his accounting diploma at Mohawk College in Hamilton, and then proceeded to take courses through CPA Ontario to earn his designation. Today Mason balances both high-level CPA courses and business courses at Laurentian University to receive his business degree and Chartered Professional Accountant designation. Mason’s day-to-day taxation work includes filing returns for individuals and businesses, bookkeeping, and taxation planning.  His four years of industry experience has garnered Mason a keen eye for finding tax return errors, and the accounting business acumen for handling large-scale CRA reviews. In his spare time, you can find Mason playing with old Porsches on the back roads, or mingling with other car-lovers at Porsche Club of America events. He has been a lifelong resident of Dundas, Ontario, where he lives with his wife.

Liz has been a part of Carl’s administrative team since 1999. Dedicated, reliable and personable, she takes pride in her role and strives to provide all of Carl’s clients with outstanding customer service.

Angie has been a part of Carl’s administrative team since 2012. Her philosophy centers around what role she can plan in helping others find solutions. She is committed to excellence in service.

After over 10 years in the insurance industry, Dana turned a new leaf in the fall of 2018 and joined our stellar team. She is the energetic and friendly assistant to Dr. Colin Reid.