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.
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.
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.
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. Scott and Karin take great pride in their volunteer work with local charities, including Power to Change, Samaritan’s Purse, Navigators, 541 Eatery, and World Vision. Scott and his family are active members of Compass Point Bible Church.
Personal Wealth & Risk Management Advisor
Michael has been a financial advisor for 9 years in the Greater Hamilton Area. He began as an independent Financial Advisor in 2010, then moved to Sun Life where he mentored and coached new advisors for another 6 years. Mike joined Guidance Financial in the Fall of 2018, returning to the Financial Advisor role. His focus has been on Financial Planning and Tax and Investment Management. His clients are successful families, business owners and professionals.
Michael received a degree in Architecture from Mohawk College. He earned his Certified Health Specialist (CHS) designation in 2016 and is working toward completion of his Certified Financial Planner (CFP) in 2020.
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.
With his wife Kelly, son Lucas and daughter Julia, Michael lives in Stoney Creek, Ontario. He enjoys playing hockey with his friends, reading and fishing. Most importantly he enjoys being a father.
Marvin G. Taylor firstname.lastname@example.orgSuite 106, 3385 Harvester Road,
Douglas G. Leyland, CA, MBA email@example.comSuite 303, 5500 North Service Road,
Jim MacLean, CFP, CLU, CHFC firstname.lastname@example.org Waterloo Street
David Rounthwaite, CFP, CLU, CHFC email@example.com Queen Avenue
Please contact one of our professional associates who will be happy to help.