Mitch Reynolds
Job title: Financial Planner, Sun Life | Owner, Reynolds Financial Solutions, MBA, CFP®, CLU®, EPC, RRC®, CHS™
Languages spoken: English, German, Korean, Russian, Ukrainian
Area(s) served: Calgary, Alberta and surrounding areas (also BC, SK, ON and NB)
Your road to financial freedom starts here.
Every financial journey is different. Life brings new responsibilities, opportunities and challenges — and your financial decisions need to keep pace.
At Reynolds Financial Solutions, you’re in the driver’s seat. Our role is to act as your experienced pit crew — helping you stay prepared, focused and supported as you navigate the road ahead.
Whether you’re building momentum, protecting what you’ve built, or preparing for your next milestone, we provide guidance designed to help you move forward with clarity and confidence.
Who we service
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Business owners general
Families
Incorporated professionals
Your team on the road to success.
Reynolds Financial Solutions team is here to help you make confident decisions at every turn.
We provide structured guidance focused on protecting assets, managing risk and supporting financial security over time.
By combining experience, thoughtful planning and ongoing support, we help Clients navigate retirement planning, investment decisions and insurance considerations with clarity at every stage of life.
Products and services
Your financial roadmap is supported by a range of solutions selected to align with your goals and priorities.
Health insurance products
Life insurance products
Saving, budgeting and investing
Let's build your roadmap for what comes next
Together, we'll explore your goals and outline practical steps that support lasting progress.
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A couple of weeks ago we had the opportunity to sit down with Scott Woodman and Adam Mamdani — both senior leaders responsible for advisor distribution and support across Sun Life — over dinner at Saltlik.
What stood out most wasn’t just the conversation — it was their genuine interest in understanding how things are working on the ground and how they can better support advisors. From improving processes to enhancing how we serve clients, the focus was clear: listening, learning, and helping us do our best work.
It’s encouraging to see leadership that takes the time to connect and look for ways to improve the advisor and client experience.
🛣️ Strong support behind the scenes helps us deliver better outcomes on our clients’ Success Road.
#SunLife #Leadership #TeamRFS #SuccessRoad #RFSJourney
The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.
Understanding the structure unlocks the potential. Questions? I'm here to help!