Helpful. Honest. Organized.
Rita Reed is a financial advisor with her Certified Financial Planner (CFP®) certification. She lives in Camrose and serves the Wetaskiwin and Daysland communities as well as Camrose. She’s a natural planner, with a passion for educating clients and helping them find peace of mind.
There is no wrong way
Rita believes in providing you with real, customized advice to help you gain control of your money. There is no right or wrong way to be financially successful, as long as you’re on track to achieve what you want and need out of your plan. Rita puts listening to clients first, to gain important perspective and ensure you feel comfortable leaning on her for advice.
Helping you stay mindful
Rita practices mindfulness by spending time outdoors, especially during the warmer seasons. She enjoys yoga, kayaking, reading, watching hockey and riding her new e-bike. Spending time with her family is her number one priority, so she tries to include them in her activities as much as possible.