Company Sun Life Financial Inc.

SLF

CA8667961053

Life & Health Insurance

Market Closed - Toronto S.E. Other stock markets 04:00:00 2025-01-24 pm EST			5-day change	1st Jan Change
83.97 ^CAD	-0.83%		-1.40%	-1.62%

Jan. 21	RBC Capital Previews Canadian Lifecos Q4	MT
Jan. 15	Sun Life Financial Shares Rise After Upgrade From National Bank	MT

Business description: Sun Life Financial Inc.

Sun Life Financial Inc. is an international financial services company. The Company is engaged in providing asset management, wealth, insurance and health solutions to individual and institutional clients. The Companyâs segments include Canada, United States (U.S.), Asset Management, Asia, and Corporate. These business segments operate in the financial services industry. The Asset Management business group includes MFS Investment Management and SLC Management business units. Its business types include Wealth & Asset Management, Group-Health & Protection, and Individual-Protection. Its Wealth & Asset Management businesses focus on investment products. Its Group-Health & Protection businesses provide health and protection benefits to employers and government plan members. Its products and services include insurance, investments, financial advice, and asset management. It has operations in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, and others.

Number of employees: 30,941

Sales by Activity: Sun Life Financial Inc.

Fiscal Period: December	2019	2020	2021	2022	2023
Canada	20.39B	21.63B	18.86B	11.87B	17.16B
United States (U.S.)	8.06B	8.14B	6B	6.3B	13.5B
Asia	5.8B	7.87B	5.1B	752M	4.03B
Corporate	-	-	258M	-948M	538M
Corporate - Other Countries	7M	7M	-	-	-
Corporate - Canada	93M	79M	-	-	-
Corporate - United Kingdom	903M	725M	-	-	-
Corporate - United States	191M	169M	-	-	-
Asset Management	-	-	5.86B	5.76B	6.14B
Asset Management - United Kingdom	32M	174M	-	-	-
Asset Management - Canada	210M	311M	-	-	-
Asset Management - Other Countries	11M	47M	-	-	-
Asset Management - United States	4.14B	4.5B	-	-	-
Consolidation Adjustments	-164M	-322M	-377M	-406M	-598M

See all business segments

Managers: Sun Life Financial Inc.

Director	Title	Age	Since
Kevin Strain CEO	Chief Executive Officer	58	2021-08-05
Timothy Deacon DFI	Director of Finance/CFO	-	2024-04-07
Dawn Lai CMP	Compliance Officer	-	1998-03-31
Laura Money CTO	Chief Tech/Sci/R&D Officer	-	2020-06-28
Kent Savage CMP	Compliance Officer	-	2019-03-31

See SUN LIFE FINANCIAL INC. governance

Members of the board: Sun Life Financial Inc.

Manager	Title	Age	Since
M. Marianne Harris BRD	Director/Board Member	67	2013-11-30
Scott Powers CHM	Chairman	66	2022-05-10
Stephanie Coyles BRD	Director/Board Member	58	2016-12-31
Kevin Strain BRD	Director/Board Member	58	2021-02-14
Ashok Gupta BRD	Director/Board Member	70	2018-05-08
Deepak Chopra BRD	Director/Board Member	62	2021-05-04
Hing Yuen Ho BRD	Director/Board Member	66	2021-05-04
Helen Mallovy Hicks BRD	Director/Board Member	64	2021-10-30
Marie-Lucie Morin BRD	Director/Board Member	67	2021-12-30
Laurie Hylton BRD	Director/Board Member	59	2022-12-30

Composition of the Board of Directors

Shareholders: Sun Life Financial Inc.

Name	Equities	%	Valuation
Royal Trust Corp. of Canada 7.437 %	42,827,248	7.437 %	2 541 M $
Vanguard Fiduciary Trust Co. 4.174 %	24,035,609	4.174 %	1 426 M $
TD Waterhouse Private Investment Counsel, Inc. 2.732 %	15,734,860	2.732 %	934 M $
BMO Bank NA (Investment Management) 2.349 %	13,526,983	2.349 %	803 M $
Mackenzie Financial Corp. 2.306 %	13,281,505	2.306 %	788 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 1.133 %	113,318	1.133 %	2 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.9845 %	118,134	0.9845 %	2 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 1.155 %	115,529	1.155 %	2 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 2.409 %	149,767	2.409 %	2 M $

Name	Equities	%	Valuation
Canso Investment Counsel Ltd. 37.28 %	432,900	37.28 %	6 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 1.247 %	85,245	1.247 %	1 M $

List of SUN LIFE FINANCIAL INC. shareholders

Holdings: Sun Life Financial Inc.

Name	Equities	%	Valuation
ADITYA BIRLA SUN LIFE AMC LIMITED 30.15%	86,938,641	30.15%	849,851,297 $
SPDR S&P 500 ETF TRUST 0.06%	632,029	0.06%	370,419,556 $
ISHARES TRUST - ISHARES CORE S&P 500 ETF 0.05%	527,026	0.05%	310,249,666 $
VANGUARD INDEX FUNDS - VANGUARD S&P 500 ETF 0.05%	568,600	0.05%	306,367,366 $
ISHARES, INC. - ISHARES MSCI TAIWAN ETF 1.89%	1,916,150	1.89%	99,179,924 $
INVESCO QQQ TRUST, SERIES 1 0.03%	169,660	0.03%	86,735,282 $
ISHARES TRUST - ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.37%	1,509,000	0.37%	78,015,300 $
ISHARES, INC. - ISHARES MSCI SOUTH KOREA ETF 2.27%	1,405,773	2.27%	71,539,788 $
MISTER CAR WASH, INC. 2.88%	9,269,238	2.88%	67,572,745 $
INVESCO EXCHANGE-TRADED FUND TRUST II - INVESCO SENIOR LOAN ETF 0.49%	2,145,000	0.49%	45,195,150 $

Company details: Sun Life Financial Inc.

Sun Life Financial, Inc.

1 York Street 31st floor

M5J 0B6, Toronto

+416 979 9966

http://www.sunlife.com

Group companies: Sun Life Financial Inc.

Name	Category and Sector
SLF of Canada UK Ltd. SLF of Canada UK Ltd. Insurance Brokers/ServicesFinance Part of Phoenix Group Holdings Plc, SLF of Canada UK Ltd. is a financial company based in Basingstoke, UK. SLF of Canada was acquired by Phoenix Group Holdings Plc from Sun Life Financial, Inc. on April 03, 2023 for $300.45 million. The British company's website serves both customers and financial advisers. The company was founded in 2008.	Insurance Brokers/Services
Sun Life Investments LLC
Sun Life Assurance Company of Canada (U.K.) Ltd. Sun Life Assurance Company of Canada (U.K.) Ltd. Life/Health InsuranceFinance Part of Phoenix Group Holdings Plc, Sun Life Assurance Company of Canada (U.K.) Ltd. provides life insurance services. The company is based in Basingstoke, UK and was founded in 1969.	Life/Health Insurance
Sun Life Insitutional Investments (Canada), Inc. Sun Life Insitutional Investments (Canada), Inc. Investment ManagersFinance Sun Life Insitutional Investments (Canada), Inc. provides investment solutions for defined benefit pension plans, insurance companies and other institutional investors. It offers both pooled funds and separately managed account solutions to institutional clients in Canada. The company is headquartered in Toronto, Canada.	Investment Managers
Sun Life Investment Management & Trust Corp.

See all subsidiaries

Other Life & Health Insurance

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
SUN LIFE FINANCIAL INC.	-0.83%	-1.40%	+21.40%	+20.40%	33.63B
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.	+0.97%	+3.00%	+26.61%	-4.27%	116B
AXA	-0.61%	+1.53%	+16.03%	+34.13%	80.23B
METLIFE, INC.	-0.84%	-0.86%	+23.46%	+31.52%	59.57B
AFLAC INCORPORATED	+0.42%	-1.48%	+23.42%	+70.64%	58.28B
MANULIFE FINANCIAL CORPORATION	-0.61%	-1.02%	+49.83%	+74.96%	52.85B
GENERALI	+0.61%	+0.51%	+45.42%	+66.74%	47.72B
PRUDENTIAL FINANCIAL, INC.	+0.36%	-1.43%	+11.95%	+7.19%	41.76B
CHINA PACIFIC INSURANCE (GROUP) CO., LTD.	+1.28%	+2.94%	+42.01%	+16.77%	39.23B
GREAT-WEST LIFECO INC.	+0.47%	+1.48%	+6.43%	+22.18%	30.34B
Average	+0.12%	+0.31%	+26.66%	+34.03%	56B
Weighted average by Cap.	+0.16%	+0.57%	+26.80%	+31.60%