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Contact Us

Corporate Partners
Agency Principals & Guidance Officers*
Burlington

Berglund, Taylor & Associates Insurance Agency Inc.

Suite 106, 3385 Harvester Road, 
Burlington, Ontario L7N 3N2
voice. 905.633.7279
fax. 905.634.1138
toll free. 866.484.8244

Kathy Berglund, CFP CLU
kathy@guidancefinancial.ca

Marvin G. Taylor
Secretary*
mtaylor@guidancefinancial.ca

yourCFO Wealth Management Inc.

5500 North Service Rd.,
3rd Floor
Burlington, Ontario L7L 6W6
voice. 905.331.2885
fax. 905.331.2886
toll free. 888.539.5263

Douglas G. Leyland, CA, MBA
dleyland@guidancefinancial.ca

London

W. James MacLean Financial Services Inc.

478 Waterloo Street
London, Ontario N6B 2P6
voice. 519.673.0924
fax. 519-434-8471

David G. Rounthwaite Financial Services Ltd.

478 Waterloo Street
London, Ontario N6B 2P6
voice. 519.673.0920
fax. 519-434-8471

Jim MacLean, CFP CLU CHFC
jmaclean@guidancefinancial.ca





David Rounthwaite,CFP CLU CHFC
drounthwaite@guidancefinancial.ca

Ottawa

Term/Mart Insurance Agency Ltd.

Suite 2, 370 Churchill Avenue
Ottawa, Ontario K1Z 5C2
voice. 613.728.2283
fax. 613.728.0785

Carl Eppstadt
ceppstadt@guidancefinancial.ca

Toronto

Jones Deslauriers Blevins Insurance Group Inc.

Suite 206, 2150 Islington Avenue,
Toronto, ON M9P 3V4
voice. 416.521.6733
fax. 416.241.1241
toll free. 800.837.5360

Scott P. Reynolds, BA CFP CLU
President & Managing Partner*
sreynolds@guidancefinancial.ca

Waterloo

Rickert Financial Group Ltd.

Suite 103, 375 University Avenue East,
Waterloo, Ontario N2K 3M7
voice. 519.884.3360
fax. 519.884.3361
toll free. 888.477.9609

Andrew D. Rickert, BMath CFP
arickert@guidancefinancial.ca

AE. (Tony) Rickert, BA CFP
Vice-President*
trickert@guidancefinancial.ca