Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc
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Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc Email & Phone Number

Financial Planner at Sun Life
Location: Calgary, Alberta, Canada 8 work roles 8 schools
1 work email found @sunlife.com 2 phones found area 403 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@sunlife.com
Direct phone (403) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Planner
Location
Calgary, Alberta, Canada

Who is Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc? Overview

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Quick answer

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc is listed as Financial Planner at Sun Life, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at sunlife.com, phone signal with area code 403, and a matched LinkedIn profile for Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc.

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc previously worked as Sales Manager at Sun Life and President at Life Guard Insurance. Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc holds Certified Financial Planner ®, Financial Planning And Services from Fp Canada.

Company email context

Email format at Sun Life

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*@sunlife.com
68% confidence

AeroLeads found 1 current-domain work email signal for Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc. Compare company email patterns before reaching out.

Profile bio

About Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc

As a busy and successful business owner, you may not often have the time to properly address all of the financial opportunities that are available to you. I understand the commitments of hard work and family; and it’s my passion to assist individuals, families and businesses achieve long term financial stability and success through effective and personalized financial planning and tax strategies. My clients choose to work with me because of my genuine, personal approach and reputation of integrity.My extensive experience in the Financial Services Industry along with various certifications in the field allow me the expertise to tackle even the most complex taxation, insurance and investment issues. I gain great satisfaction from helping my clients develop systems that work for them specifically for wealth accumulation and risk management.Lastly, my compassionate and analytical process allows me to truly connect with my clients. I understand the importance of the value of your time and translating complicated financial matters into meaningful, straightforward language.Connect with me here, or @ 403-212-1111 or mitch.reynolds@sunlife.com to start a conversation about your financial future.I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo .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.

Listed skills include Life Insurance, Financial Planning, Web Design, Insurance, and 46 others.

Current workplace

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc's current company

Company context helps verify the profile and gives searchers a useful next step.

Sun Life
Sun Life
Financial Planner
Calgary, AB, CA
AeroLeads page
8 roles · 27 years

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc work experience

A career timeline built from the work history available for this profile.

Financial Planner

Calgary, Ab, Ca

Financial Planner

Current

Calgary, Canada Area

Reynolds Financial SolutionsAs an Advisor with Sun Life and a CERTIFIED FINANCIAL PLANNER ® (CFP ® ) I strive to help my clients achieve their financial dreams and protect themselves and those they love along their journey. With over 18 years of experience in the Financial Services industry, and having consulted and advised on thousands of client cases, I have the advanced skill set to solve the most complex investment, insurance and tax planning situations. I pride myself on the ability to simplify the most complex financial topic in a way that anyone can understand and grasp how it impacts their lives. My focus is to help business owners, farmers and families achieve lifetime financial security through planning for their future, securing adequate risk protection and managing their current and future tax burdens. Call me if you want to have a coffee meeting and find out more.

Aug 2017 - Present

Sales Manager

Calgary, Canada Area

Sun Life Financial is Canada's leading financial services company that recruits, trains and coaches new advisors into the industry. As a Sales Manager with Sun Life, I have the honour to recruit and train new talent into the life and health insurance industry and teach advisors to also become integrated wealth managers. If you've ever thought about a career in financial services, contact me. We provide industry leading traiing and development programs and the most competitive compensation package going.

Jul 2013 - Aug 2017

President

Life Guard Insurance

Calgary, Canada Area

For over 3 years I had the challenge and enjoyment of running my own insurance brokerage. As the President of Life Guard Insurance I did everything for my clients - selling them new insurance solutions to protect their families, their lifestyle, and their business, and providing top notch customer service. It was a hard decision to give up my business, but my long-term growth and development professionally lies in being part of a larger team.

Apr 2010 - Aug 2013

Regional Sales Manager - Insurance

I managed the life and health insurance sales operations of ATB Insurance Advisors Inc., a division of ATB Investor Services. I managed 18 advisors across Alberta, selling life and health insurance products through the ATB branch network.

Mar 2008 - Apr 2010

Sales Director

Overseeing the dedicated team of Insurance Advisors for RBC Insurance, a member of RBC Financial Group, in the city of Calgary, Lethbridge, Red Deer and all Southern Alberta, Canada. I recruit new talent into RBC Insurance, as Professional Insurance Advisors, for retail and business clients. My responsibilities include training new advisors to provide the highest levels of advice and knowledge for the insurance planning needs of our clients. My duties also include overseeing production requirements, handling client concerns, and making sure all transactions meet RBC's high levels of compliance and customer care.

Jun 2006 - Mar 2008

Training Manager

Recruited and trained new insurance advisers entering the industry.

2002 - 2006 ~4 yrs

Advisor

Help clients evaluate their insurance risks and sold them life and health insurance solutions to those risks.

2000 - 2002 ~2 yrs
8 education records

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc education

Certified Financial Planner ®, Financial Planning And Services

Fp Canada

Registered Retirement Consultant (Rrc), Financial Planning And Services

Canadian Institute Of Financial Planners

Certificate recognizing my skills and ongoing education in financial planning to help Canadians meet retirement goals/dreams.

Mba, Finance & Marketing

Activities and Societies: Philosophy ClubI received my Masters of Business Administration (MBA) with a focus on finance, accounting.

Ba, History

Activities and Societies: Philosophy ClubAchieved a 4-year Bachelor's degree in History. I then went onto complete a 2 year MBA.

Elder Planning Counselor (Epc), Financial Planning And Services

Canadian Initiative For Elder Planning Studies

Elder Planning Counselor Designation (EPC) is focused on the issues faced by aging Canadians in regards to their health care, retirement.

Chartered Life Underwriter (Clu), Tax And Estate Planning

The Institute For Advanced Financial Education: Advocis

Activities and Societies: Advanced studies in taxation and estate planning for Canadian individuals, families and business owners.

Certified Health Specialist (Chs), Disability And Health Insurance

Advocis
FAQ

Frequently asked questions about Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc

Quick answers generated from the profile data available on this page.

What company does Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc work for?

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc works for Sun Life.

What is Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc's role at Sun Life?

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc is listed as Financial Planner at Sun Life.

What is Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc's email address?

AeroLeads has found 1 work email signal at @sunlife.com for Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc at Sun Life.

What is Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc's phone number?

AeroLeads has found 2 phone signal(s) with area code 403 for Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc at Sun Life.

Where is Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc based?

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc is based in Calgary, Alberta, Canada while working with Sun Life.

What companies has Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc worked for?

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc has worked for Sun Life, Life Guard Insurance, Atb Financial, Rbc Insurance, and Clarica Financial Services.

How can I contact Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc?

You can use AeroLeads to view verified contact signals for Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc at Sun Life, including work email, phone, and LinkedIn data when available.

What schools did Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc attend?

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc holds Certified Financial Planner ®, Financial Planning And Services from Fp Canada.

What skills is Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc known for?

Mitch Reynolds, Mba, Cfp ® , Clu, Chs, Rrc, Epc is listed with skills including Life Insurance, Financial Planning, Web Design, Insurance, Estate Planning, Investments, Sales Management, and Risk Management.

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