Reynolds Financial Solutions - Sun Life Certified Financial Planner
Mitch Reynolds is a Sun Life Certified Financial Planner (CFP®) offering personalized retirement, insurance, and investment strategies for business owners, families, and incorporated professionals in Calgary and surrounding areas. The firm provides guidance on retirement planning
- Emphasis on tax & financial planning
- 50 client reviews (5.0★ average)
- Caregivers speak German, Korean, Russian
Strong fit for tax & financial planning.
Mitch Reynolds is a Sun Life Certified Financial Planner (CFP®) offering personalized retirement, insurance, and investment strategies for business owners, families, and incorporated professionals in Calgary and surrounding areas. The firm provides guidance on retirement planning, investment decisions, insurance considerations, and financial roadmap development.
Suitable for multi-generational families — several reviewers note both parents and adult children are clients
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and long-term investment management
- Investors across risk profiles, from balanced to high-risk
- Newcomers to Canada navigating unfamiliar financial rules
Ask first if
- Advisors proactively recommend insurance products like critical illness coverage that clients may not have considered
- Employer group plans or first-time independent investing
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
In their own words.
“After a visit with Mitch, I am more knowledgeable about our finances and a little more about the markets.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Reynolds Financial Solutions - Sun Life Certified Financial Planner · this provider | 50 | 5.0 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
Do Reynolds Financial Solutions work with newcomers to Canada? +
Yes, multiple reviewers who were new to Canada mention that the team was patient and thorough in explaining Canadian financial products, rules, and account types. They have helped newcomers begin saving and building capital after settling in Canada.
What types of accounts or products does Reynolds Financial Solutions help clients open? +
Reviewers mention assistance with investment portfolios, retirement funds, FHSAs (First Home Savings Accounts), and insurance products such as critical illness coverage. The team helps clients choose accounts suited to their individual financial goals.
Is there pressure to buy specific products or investments? +
Multiple reviewers specifically note they never felt pressured into purchasing anything, and that the team presents options transparently and lets clients make their own decisions.
Who are the main advisors clients interact with at Reynolds Financial Solutions? +
Reviewers frequently mention Mitch Reynolds, Iryna Alekseeva, and Hollie as the primary advisors, with clients describing all three as knowledgeable, professional, and easy to communicate with.
Is Reynolds Financial Solutions suitable for business owners? +
At least one reviewer highlights a holistic approach to helping business owners through a variety of financial planning tools, suggesting the firm has experience with business owner needs.
How long do clients typically stay with Reynolds Financial Solutions? +
Several reviewers report being clients for six, seven, or even ten or more years, indicating strong long-term client retention and satisfaction.
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