Growth
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.

Partnership

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

Management

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.

Personalized

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

Prepare

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.

Protect

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.

Plan

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

sreynolds@guidancefinancial.ca

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.

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Mike Milton, CHS

Personal Wealth & Risk Management Advisor

mmilton@guidancefinancial.ca

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.

Other Guidance Offices

Berglund, Taylor & Associates Insurance Agency Inc.

Marvin G. Taylor mtaylor@guidancefinancial.ca

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 dleyland@guidancefinancial.ca

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 jmaclean@guidancefinancial.ca

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 drounthwaite@guidancefinancial.ca

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

mail@rfgl.com

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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