About LifeGuide Financial

Our clients deserve to live a fulfilled and balanced life – a life of significance.

Our Story

The LifeGuide Financial Story

We help our clients get answers to these questions: Am I going to be okay? Are my kids going to be okay? Is there going to be enough left over at the end of day? Can I pull the trigger on not working? We know the importance of listening to clients, understanding what they’re trying to accomplish with their lives, and giving them the assurance and confidence that they’re going to be okay.

Meet Your Advisors

Meet Scott Richardson

Wealth Management Advisor

Scott may look younger than your typical senior advisor, but he has a wealth of knowledge to offer. If he has learned anything in his 17 years at LifeGuide Financial, it’s that every client has a story worth hearing, and celebrating. Whether he’s helping clients make informed decisions and achieve the goals they’ve been working towards, or getting creative in the kitchen and testing new recipes for friends and family, he’s all about finding ways to make people smile.

To learn more about LifeGuide Financial, visit www.lifeguidefinancial.com

Meet The Team

A Network of Elite Wealth Advisors

Value Partners Private Wealth is a network of elite advisors with the experience and knowledge necessary to provide clients with total wealth management. We might not have all the answers, but we sure know where we can find them.

We are backed by Value Partners Investments, an investment firm dedicated to helping Canadians achieve their financial goals. Value Partners Investments has over $5 billion in AUM and has built more than $2 billion in client wealth since its inception in 2005 (As of December 31, 2024. Figures in CAD. Source: Value Partners Investments.).

$5.3 Billion

in AUM

$2.3 Billion

in wealth created for clients

Backed by a Bigger Team

We operate a local, independent, entrepreneurial business that is backed by a larger office with the team, expertise, technology and software to help us serve clients better.

The Value Partners Investments team has experience helping clients face the 5 Key Concerns: wealth creation, wealth protection, wealth transfer, wealth impact, and tax.

Investment Consulting

Investment consulting is managing investments over time to help clients achieve their financial goals. We believe that everyone should live a fulfilled and balanced life. By using this consultative approach, our clients remain in charge of shaping the future they want to create.

Strategic Planning

Strategic planning goes beyond investments to look at all the other aspects that are important to our clients’ financial lives. We break it down into four parts: wealth enhancement, wealth transfer, wealth protection and wealth impact.

Relationship Management

We focus on building relationships, most obviously with our clients. But we also work collaboratively with our team of specialists, including legal, tax, and insurance experts. We know we don’t have all the answers and that’s why we collaborate – so we can find and deliver you advanced solutions.

Collaboration With Other Advisors

We work with our clients’ other professional advisors, such as their own attorneys and accountants.

Engage our team of experts today!

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