Business Details
Your Partner for Comprehensive Investment Management Solutions
At Sun Life Global Investments, we are dedicated to empowering Canadians to build lasting wealth and navigate financial risks with confidence. Our team combines global expertise with localized insights to deliver tailored investment solutions that align with individual and institutional needs. With decades of experience in asset management, we prioritize responsible investing practices and innovative strategies to address evolving market dynamics. Our commitment to excellence is reflected in our diverse product offerings, including mutual funds, ETFs, segregated funds, and insurance-based solutions.Backed by a network of world-class sub-advisors and a focus on long-term value creation, we strive to be a trusted partner in wealth management. Our client-centric approach ensures transparency, personalized service, and a deep understanding of the unique challenges faced by investors at every stage of their financial journey.
Services
Mutual Funds
ETF Series
Segregated Funds
Insurance GICs
Payout Annuities
Highlights and features
- We offer decades of expertise in managing diverse investment portfolios.
- Our tailored solutions address unique client needs across market cycles.
- We prioritize responsible investing and sustainable financial practices.
- Our global partnerships enhance access to specialized asset classes.
- Client-centric approach ensures transparent communication and personalized service.
Services
Mutual Funds
Our mutual funds provide diversified, professionally managed portfolios tailored to various risk tolerances and financial goals. With options spanning equities, fixed income, and balanced strategies, these funds offer accessibility and flexibility for individual investors. Backed by rigorous research and global expertise, they aim to deliver consistent returns while adapting to market changes.
ETF Series
ETF Series combine active management with ETF flexibility, offering exposure to fixed income and equity markets. These products allow investors to build diversified portfolios with intraday trading capabilities. Our ETFs focus on yield optimization, risk management, and access to specialized asset classes like private credit and global bonds.
Segregated Funds
Segregated funds blend mutual fund benefits with insurance guarantees, including maturity and death benefit protections. These contracts provide market risk mitigation while allowing growth potential, making them ideal for estate planning and long-term retirement strategies with guaranteed income options.
Insurance GICs
Insurance GICs offer principal protection with guaranteed returns, combining security with estate planning advantages. They allow named beneficiaries to bypass probate, provide creditor protection, and offer flexible payout options, including lifetime income streams for retirement planning.
Payout Annuities
Payout annuities convert savings into predictable, guaranteed income payments for life or specified periods. Designed for retirees, these products ensure essential expenses are covered while protecting against longevity risk. Options include joint-life coverage and inflation-adjusted payments to maintain purchasing power.
People
Oricia Smith
President of SLGI Asset Management Inc.
Oricia Smith leads Sun Life Global Investments with expertise in asset management and sustainable financial solutions. She champions innovation and gender equity in wealth management, holding leadership roles in industry organizations and receiving accolades for her contributions to Canadian finance.
Chhad Aul
Chief Investment Officer
Chhad Aul oversees investment strategy and multi-asset solutions with 20+ years of experience in quantitative finance. His expertise in derivatives and asset allocation drives portfolio innovation, supported by academic credentials from the University of Toronto and CFA designation.
Sal Ammirato
Head of Retail Distribution
Sal Ammirato directs retail growth strategies with two decades in asset management. An Ivey MBA graduate, he focuses on expanding Sun Life's wealth business through operational excellence and channel-specific marketing initiatives across Canada.
Anne Meloche
Head of Institutional Business
Anne Meloche leads institutional sales with actuarial expertise and deep pension plan knowledge. She develops strategic partnerships with plan sponsors and consultants, leveraging 15 years in retirement solutions and a mathematics background from Concordia University.
Amanda Correa
Head of Marketing
Amanda Correa drives brand strategy and client engagement for Sun Life's wealth division. With an MBA from Wilfrid Laurier University, she integrates digital marketing and product innovation to enhance customer experiences across retail and institutional channels.
Questions
What investment products does Sun Life Global Investments offer?
We provide mutual funds, ETFs, segregated funds, insurance GICs, payout annuities, and private investment pools tailored to diverse financial goals.
How can I access my investment accounts?
Log in to 'My Sun Life' or use our mobile app for 24/7 access to account management, claims submission, and investment tracking.
Are your investment funds guaranteed?
Mutual funds and ETFs aren't guaranteed, but segregated funds and insurance GICs offer principal protection through contractual guarantees.
How do ETF Series differ from traditional mutual funds?
ETF Series trade like stocks with intraday pricing while maintaining active management, offering tax efficiency and liquidity advantages over traditional mutual funds.
Can I name beneficiaries for my investments?
Yes, segregated funds and insurance GICs allow direct beneficiary designation to facilitate estate planning and avoid probate processes.
How are distributions handled for ETF Series?
Monthly distributions are automatically reinvested unless specified otherwise, comprising income, capital gains, or return of capital as detailed in fund prospectuses.
