Caissie (KC) Reid
Nextt Financial Founder, Principal Advisor, & Money Mom.
Investment Advisor- Nextt Securities of Aligned Capital Partners.
Caissie founded Nextt Financial after spending nearly 12 years as an Advisor at SunLife Financial. Growing up in a small farming community in New Brunswick, Caissie had a passion for finance and business from an early age, finding role models and inspiration in her self-made, entrepreneurial parents.
After graduating from Saint Mary’s University in 2009 with a Bachelor of Commerce, Caissie wanted to bring her passion for financial literacy and monetary stewardship to her client base with the goal to improve their personal and professional financial management and success. Caissie is a proud and active member of the Million Dollar Round Table (MDRT), accepting a role as an MDRT Community Leader for their Canadian team in 2022.
As a proud mom of two active daughters, Caissie and her husband Sean can often be found playing tennis, at the gymnastics center, or out enjoying nature near their beautiful home in Bedford, NS with their dog Simon.
Caissie (KC) Reid
Nextt Financial Founder, Principal Advisor, & Money Mom.
Investment Advisor- Nextt Securities of Aligned Capital Partners.
Caissie founded Nextt Financial after spending nearly 12 years as an Advisor at SunLife Financial. Growing up in a small farming community in New Brunswick, Caissie had a passion for finance and business from an early age, finding role models and inspiration in her self-made, entrepreneurial parents.
After graduating from Saint Mary’s University in 2009 with a Bachelor of Commerce, Caissie wanted to bring her passion for financial literacy and monetary stewardship to her client base with the goal to improve their personal and professional financial management and success. Caissie is a proud and active member of the Million Dollar Round Table (MDRT), accepting a role as an MDRT Community Leader for their Canadian team in 2022.
As a proud mom of two active daughters, Caissie and her husband Sean can often be found playing tennis, at the gymnastics center, or out enjoying nature near their beautiful home in Bedford, NS with their dog Simon.
Caissie (KC) Reid
Nextt Financial Founder, Principal Advisor, & Money Mom.
Investment Advisor- Nextt Securities of Aligned Capital Partners.
Caissie founded Nextt Financial after spending nearly 12 years as an Advisor at SunLife Financial. Growing up in a small farming community in New Brunswick, Caissie had a passion for finance and business from an early age, finding role models and inspiration in her self-made, entrepreneurial parents.
After graduating from Saint Mary’s University in 2009 with a Bachelor of Commerce, Caissie wanted to bring her passion for financial literacy and monetary stewardship to her client base with the goal to improve their personal and professional financial management and success. Caissie is a proud and active member of the Million Dollar Round Table (MDRT), accepting a role as an MDRT Community Leader for their Canadian team in 2022.
As a proud mom of two active daughters, Caissie and her husband Sean can often be found playing tennis, at the gymnastics center, or out enjoying nature near their beautiful home in Bedford, NS with their dog Simon.
Meet Our Support Team
Client care is our number one priority. Our team is people-focused and always there to answer the phone, answer your questions, and help ensure your personal and professional success.
