Office address: 1 York Street, Toronto, ON M5J 0B6
Website: https://www.sunlifeglobalinvestments.com/en/
Year established: 2010
Company type: asset management
Employees: 51-200
Expertise: finance, asset management
Parent company: Sun Life
CEO and key people: Oricia Smith, President
Financing status: -
Sun Life Global Investments is a leading Canadian wealth management firm with a global reach. It was established in 2010; its parent company, Sun Life, was founded in 1865. Thanks to its parent company’s strong insurance roots, Sun Life Global Investments is known for strong risk management. As of December 2022, Sun Life Global Investments has $53 billion in assets under management.
Sun Life Global Investments’ roots can be traced back to the founding of the Sun Life Assurance Company of Canada in 1865. In 2010, Sun Life Global Investments was born; it has since become one of the fastest growing asset managers in Canada. A notable point in the company’s history includes the launch of Sun Life Guaranteed Investment Funds (GIFs) in 2015, offering both protection and growth. In 2022, the company launched Sun Life KBI Sustainable Infrastructure Private Pool, its first sustainable mandate.
Sun Life Global Investments offers a wide range of investment products and services, such as:
As part of the Sun Life Group, Sun Life Global Investments places clients at the center of everything they do. The company’s end goal is to help their clients live healthier, financially fulfilling lives.
To do this, Sun Life recognizes the creativity and innovation that comes from having a diverse workforce. The organization promotes diversity, equity, and inclusion by:
Oricia Smith is the first woman president of Sun Life Global Investments. She joined the Sun Life organization in 2017 after roles with TD, the government of Ontario, and Invesco Canada. Her career started with a summer job with the Calgary Stock Exchange in 1993.
Smith is an alumna of the Ivey Business School at Western University where she earned both her undergraduate and MBA degrees. She is a recent awardee of Wealth Professional’s Top 50 Leading Women in Wealth.
Sun Life Global Investments continues to reaffirm its strength in the wealth management industry. The company is committed to investing in innovation, expanding its global reach, and providing its clients with the best possible investment solutions.
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