Matt Boudreau
Business Development Consultant @Sun Life
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WORK HISTORY
Business Development Consultant @Sun Life
Calgary, AB, CA
Supporting a team of over 75 advisors throughout Calgary, Southern Alberta, and BC. Consulting the advisors in growing their advisory practices and navigating how best to achieve their business goals and succession plans.
EDUCATION
Canadian Securities Institute
Branch Compliance Officer
IFSE Institute
Branch Manager's Course, Finance and Financial Management Services
Canadian Securities Institute
Canadian Securities Course
Saint Mary's University
Bachelor of Commerce (BCom), Finance, General
Canadian Securities Institute
Investment Funds in Canada
Canadian Securities Institute
Personal Financial Planner
SKILLS
ABOUT MATT BOUDREAU
I am a Sun Life Business Development Consultant. These are my personal opinions and do not constitute professional advice nor do they reflect Sun Life’s official position. Before acting on any posted information, make sure you seek advice from an appropriate and qualified professional.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
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