About us

Sun Life’s roots run deep in Canada, where our company began more than 150 years ago. Today we are an industry leader touching the lives of millions of individuals and thousands of companies across the country – and many more millions of Clients around the world.

Meet our Advisors:

Mitch Reynolds, Reynolds Financial Solutions

Jimmy Nguyen, New Wynn Financial Solutions Inc.

Wade Baldwin, Baldwin & Assoc. Financial Services Ltd.

David Yetman, Gatekeeper Financial Services Inc.

Alma Alivia, B.Comm(Hons)

Johanna Balbiran

Kirk Poteet, MBA

Olivera (Hollie) Winkelaar

Joan Lopez

Leah Goldstein Campbell, MBA

Harvinder Singh, B.Tech.

Nonie Antonio

Taylor Kang, B.Comm.

Andrew Lloyd, CHS, QAFP

Deon Messam, CFP

Garrett Kirkwood

Katherine Mae Moraleda, B.Sc.Math.

Maria Felinore Cabanting, MBA, CFP®

Marie Jean Ogali-Galigao, BBM MBM

Nana Mensah, Namens Financial Services Ltd.

Desmond Nwaerondu, Tusk Financial Services Inc.

Mark Thomas Prieto

Calgary Chinook District

Phone: (403) 266-2061

Email: B044@sunlife.com

Fax: (403) 262-6609

Address: 6700 Macleod Trail SE, 7th floor, Calgary, AB, T2H 0L3 Canada

Kelly Kay


Job Title: District Manager, CFP®, CLU

Phone: (403) 266-2061 ext. 2267

Email: kelly.kay@sunlife.com

Address: 6700 Macleod Trail SE, 7th floor, Calgary, AB T2H 0L3

Matt Boudreau

With 18 years experience in Financial Services, I support advisors in helping Canadians achieve lifetime financial security and live healthier lives. During my career I have lead many advisors in instilling long-lasting community impact by focusing on education and advice in their client and potential client interactions. I am always on the lookout for driven individuals with a business owner mindset, those with a passion for helping their community.

I am married with a daughter, and believe in a family-first approach to work and life. I enjoy running, snowboarding, hiking, any outdoor exploration, and have a passion for learning and growth, often submersed in a book to expand my leadership and business acumen.

Job Title: Business Development Consultant

Phone: 403-830-8586

Email: Matt.R.Boudreau@sunlife.com

Address: 6700 Macleod Trail SE, 7th Floor, Calgary, AB T2H 0L3

Jessica Buley


Job Title: Business Development Partner

Phone: (403) 266-2061 x2201

Email: jessie.buley@sunlife.com

Address: 6700 Macleod Trail SE, 7th floor, Calgary, AB T2H 0L3

Constantine Matiakis

Job Title: Business Development Partner

Languages spoken: English, Greek

Phone: (403) 266-2061 x2205

Email: Constantine.Matiakis@sunlife.com

Eddie Ng

Job Title: Resource Team Leader

Languages spoken: Cantonese, English

Phone: (403) 266-2061 x2288

Email: eddie.w.ng@sunlife.com

Address: 6700 Macleod Trail SE, 7th floor, Calgary, AB T2H 0L3

Interested in being an advisor?

People from various educational and professional backgrounds have found success in the advisor role. Whether it’s a career change to financial services or just a change in role there’s a bright new future under the sun waiting for you.
Apply now