About us
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.
Katherine Mae Moraleda, B.Sc.Math.
Maria Felinore Cabanting, MBA, CFP®
Marie Jean Ogali-Galigao, BBM MBM
Nana Mensah, Namens Financial Services Ltd.
Calgary Chinook District
Find a rewarding, flexible career by helping Canadians achieve lifetime financial security and live healthier lives.
Take our questionnaire Success Predictor to start your journey toward becoming a financial advisor
Success Predictor – Provide insight into your potential for success within financial services sales.
Careerview – Gathers information about how you prefer to work, clear up any misconceptions you may have about the career.
Sales Persona – Identifies the approach or style you are most likely to use in different work situations. There is no single “best” approach.
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
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
