President
Sun Life Financial Canada
In 2018, Jacques Goulet took over as president of Sun Life Financial. He brought with him a goal to change the notion of Sun Life as just an insurance company by focusing on the client experience, which the company’s financial advisors play a major role in. Realigning Sun Life’s retail division was another area Goulet honed in on; its global investment offering now includes more than 70 mutual funds and over $23 billion in AUM.
In addition to these external initiatives, Goulet has also put a priority on addressing internal inequalities in gender and visible minorities at the leadership level. “Women, for example, represent a dominant share of the financially active population in Canada, and we know that they are more likely to work with female advisors,” he told WPC earlier this year. “We also know that by 2028, figures show women are expected to control close to $4 trillion in financial assets. It’s not just the right thing to do – it’s the smart thing.”