with Security

Guidance Financial can help you support your current standard of living while also planning for the future.

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Set goals. See growth.

Let us partner with you to advance your financial goals.


We draw on more than 150 years of financial stewardship to partner with clients across our institutional, retail, and retirement businesses globally.


Our specialist approach to money management includes the highly differentiated strategies of our fixed-income, specialized equity, multi-asset solutions, and private markets teams—along with access to specialized, unaffiliated asset managers from around the world through our multimanager model1,2.


Our personalized, data-driven approach to retirement is focused on delivering financial wellness in retirement plans of all sizes to help plan participants and members retire with dignity.

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Sound Investing

Helping you avoid risks


Life is unpredictable. But with our help, you can be better prepared for life's “what-if” and more confident about living life to the fullest.


Whether covering final expenses, securing family or business income, or building a legacy, our broad range of term and permanent protection options help meet your needs now and years down the road.


Tax-sheltered accumulation and tax-free wealth transfer are key to our planning strategies. And you can count on access to innovative tools and expertise to help make owning insurance easier, always.

About Guidance Financial

Retirement and financial planning firm

Guidance Financial was born in 1998 from the desire to find a NEW way to help clients improve and organize their financial lives into a simple, straight-forward format. We are an independent, full-service retirement and financial planning firm. After many years in this industry we recognize we are truly about ensuring that our client's specific road to financial independence remains clear and in the right direction, regardless of the changing seasons or road conditions.

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Scott Reynolds, CFP, CLU

President, Financial Advisor

Scott Reynolds has been a Financial Advisor since 1991. Scott is the President of Guidance Financial, an independent advisory firm. He passionately serves his clients from his hometown of Burlington, Ontario. Prior to joining Guidance Financial, Scott worked with TD Canada Trust, Equinox Financial and others.

Scott received his B.A. in Economics from York University, and he has earned both his Chartered Life Underwriter (CLU), and his Certified Financial Planner (CFP) designations. Scott diligently upholds the CFP Code of Conduct by acting for clients first with integrity, objectivity, honesty, confidentiality and professionalism.

In his spare time, Scott likes a variety of sports and he particularly enjoys cycling and performance driving. Scott is happily married to his wife Karin and they have 4 grown children and 3 grandchildren.

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Mike Milton, CHS

Personal Wealth & Risk Management Advisor

Michael has been consulting on Personal Wealth and Risk Management for many years. His focus has been on Financial Planning and Tax and Investment Management. His clients are successful families, business owners and professionals.

Michael believes in the importance of reviewing a client's entire financial picture before it is possible to provide effective financial advice. He is a relentless advocate for simplifying money management concepts and presenting a straight-forward approach to his clients. This approach to client service is the foundation on which the Guidance Financial process is built.

Michael lives in Stoney Creek, Ontario with his wife Kelly, son Lucas and daughter, Julia. He enjoys playing hockey with his friends, reading and fishing. Most importantly Michael enjoys being a father. He enjoys video games with his son, hosting a tea party with his daughter and royal rumble wrestling matches with both. Michael is also an avid Toronto Maple Leafs and Blue Jays fan.

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Les Mroz, CLU

Les is a wealth planner with over 20 years in the industry. He predominantly focuses on advising successful business owners and professionals to achieve their goals with clear planning. Les joined the wonderful team at Guidance Financial in 2021. He is passionate about physical, mental and financial health. He uses a proven system to achieve measurable success. His values center on providing timely, exceptional service and advice.

He is happily married to his wonderful wife, Gloria whom he has two terrific girls with, Gabrielle and Sarah. He enjoys the outdoors, all sports, self improvement and simply spending time with his family. He is a regular contributor to various charities although, most notably, World Vision and Lighthouse.

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Stacie Campbell, BBA

Office Manager

Stacie is an integral part of our team who coordinates the Client Service Experience at Guidance Financial. She entered the financial industry after graduating from Wilfrid Laurier University with an Honours Bachelor of Business Administration.

Prior to joining our team in January 2017, Stacie worked with other elite financial advisors in the GTA. She has extensive experience in client service, underwriting and office management. She holds her life insurance license and is knowledgeable about the many risk management and wealth products that we offer.

Stacie lives in Oakville, Ontario and has 2 grown sons, Ryan and Jason. She enjoys spending time with family and friends, gardening and traveling.

Other Guidance Offices

Berglund, Taylor & Associates Insurance Agency Inc.

Marvin G. Taylor

Suite 106, 3385 Harvester Road,
Burlington, Ontario L7N 3N2
T: 905.633.7279
F: 905.634.1138
Toll Free: 866.484.8244
Leyland Insurance Solutions

Douglas G. Leyland, CA, MBA

Suite 303, 5500 North Service Road,
Burlington, Ontario L7L 6W6
T: 905.331.2885
F: 905.331.2886
Toll Free: 888.539.5263
W. James MacLean Financial Services Inc.

Jim MacLean, CFP, CLU, CHFC

465 Waterloo Street
London, Ontario N6B 2P4
T: 519.673.0924
F: 888.557.2024
David G. Rounthwaite Financial Services Ltd.

David Rounthwaite, CFP, CLU, CHFC

400-200 Queen Avenue
London, Ontario N6A 1J3
T: 519.673.0920
F: 519.434.8471
Rickert Financial Group Ltd.

Suite 103, 375 University Avenue East,
Waterloo, Ontario N2K 3M7
T: 519.884.3360
F: 519.884.3361
Toll Free: 888.477.9609

Do you need financial guidance?

Please contact one of our professional associates who will be happy to help.

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