Sun Life Global Investments

Office address:  1 York Street, Toronto, ON M5J 0B6 
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.  

History of Sun Life Global Investments 

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. 

Products and Services of Sun Life Global Investments 

Sun Life Global Investments offers a wide range of investment products and services, such as: 

  • mutual funds: Sun Life Global Investments offers a selection of mutual funds across various asset classes  
  • Sun Life Guaranteed Investment Funds (GIFs): launched in 2015, GIFs offer both capital protection and growth potential, making them a popular choice for risk-averse investors 
  • payout annuities: payout annuities provide guaranteed income for life, making them a valuable tool for retirement planning 
  • Insurance GICs and Trust GICs: both are important components of savings and retirement plans 

Culture at Sun Life Global Investments 

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: 

  • having a training platform to address racism 
  • promoting awareness of Indigenous culture, history, and protocol 
  • launching a DE&I glossary to build a knowledge of terminologies within the DE&I space 
  • supporting inclusion networks like employee resource groups 

About Sun Life Global Investments President Oricia Smith 

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. 

Future at Sun Life Global Investments 

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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