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.

Joan Lopez

Wade Baldwin, Baldwin & Assoc. Financial Services Ltd.

Johanna Balbiran

Alma Alivia, B.Comm(Hons)

Desmond Nwaerondu, Tusk Financial Services Inc.

Nonie Antonio

Taylor Kang, B.Comm.

Leah Goldstein Campbell, MBA

Michael Standon, CFP, Hon.B.Comm.

Vim Manuel, Victory In Motion Insurance & Investment Solutions

Harvinder Singh, B.Tech.

Ashley Siewert, QAFP, B.Mgt, PFP, CHS

Joanne Klimiuk, Clover Financial Solutions Inc.

Kirk Poteet, MBA

Maria Felinore Cabanting, MBA, CFP®

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

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

Dylan Eckes


Job Title: Business Development Consultant

Email: dylan.eckes@sunlife.com

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

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