About us

In 2010 Sun Life Global Investments (SLGI) was purpose built to combine the strength of Sun Life with some of the best asset managers in the world. Since then, we’ve become:

  • the 4th largest manager of defined contribution pension assets in Canada1,
  • one of the fastest growing institutional managers in Canada2,
  • the largest manager of active target date funds in Canada for group retirement plans3, and
  • a trusted wealth management firm for so many - including over $33 billion across a diverse selection of retail mutual funds, pension funds and other institutional funds4.

We deliver innovative investment solutions for plan members through Sun Life Group Retirement Services. As part of the Sun Life group of companies, we have deep insight into member trends and investment behaviour. This insight gives us the ability to develop investment solutions that may help your members meet their long-term goals.

Strength of Sun Life

Our parent company was established in 1865. And in the past 155 years, Sun Life has served Canadians through depressions, wars, financial crises, and even two pandemics.

Sun Life is trusted with more than $1 trillion dollars in assets under management4. With offices in nearly 20 countries, this scale provides a broader global reach. Our insurance roots mean we have a strong risk-management culture, enabling us to manage the risks that concern investors today.

But the strength of our parent company is just one of the ways we are built differently.

What sets SLGI apart?

  • We have a broad opportunity set

    Our open architecture approach means we are not limited to proprietary or sub-advisory solutions. We can select the best investment solutions around the world across any asset class, any region and any manager.

  • We challenge the status quo

    We continually assess and work to improve the risk/reward profile of our portfolios. In today’s complex market, you can’t wait three years for an in-depth review – you must adapt and evolve on a regular basis to reflect structural market changes.

  • We seek multiple sources of returns

    Increased longevity and a low interest rate environment means the future of many plan members could be underfunded. Solving the retirement gap requires more than a single strategy – which is why we seek multiple sources of returns.

Institutional Business Team

As Head of Institutional Business for Sun Life Global Investments, Anne Meloche is responsible for developing the strategy for our institutional business. Anne leads the national institutional sales team, who work with plan sponsors, consultants and advisors to educate and promote SLGI’s innovative solutions for group retirement platforms. Anne is also an active member of the Sun Life Financial Quebec Leadership Team.

After joining Sun Life Global Investments in 2012, Anne advanced through a number of senior positions. She has been responsible for building and growing our institutional business in Quebec and Atlantic Canada, and more recently leading our business development and client servicing nationally.

Anne joined Sun Life Global Investments from a large consulting firm in Montreal where she worked for almost 15 years. As Partner, her main responsibilities were managing the DC business for Eastern Canada operations and providing advice to large private and public sector organizations sponsoring DC plans on all aspects related to implementation, management and oversight.

Anne holds a Bachelor of Mathematics from Concordia University and is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries.

Mobile: 514-866-6287
anne.meloche@sunlife.com

David Charland is Director, Business Development and Relationship Management. Based in Montreal, David is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Quebec and Atlantic Canada.

David has worked in the investment and group retirement savings industry for over 15 years. He joined Sun Life in 2013 as a Client Relationship Executive in Group Retirement Services. He actively participated in delivering the Quebec strategy, bring onboard some of their largest clients. He later worked as a GRS Retirement Strategist collaborating with his business development colleagues across the country to champion income-focused solutions. Prior to joining Sun Life, David held multiple business development, actuarial and consulting roles with a leading insurance company and an investment consulting firm.

David holds a Bachelor of Science (BSc) in Actuarial Mathematics from Concordia University. He is also an Associate of the Society of Actuaries (ASA) and of the Canadian Institute of Actuaries (ACIA).

Mobile: 514-866-2756
david.charland@sunlife.com

Satwik Misra is Director, Business Development and Relationship Management. Based in Toronto, Satwik is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Ontario.

Satwik has worked in the investment and group retirement savings industry for over 15 years. Before joining Sun Life Global Investments in 2020, Satwik led Vanguard’s pensions and retirement team in Canada where he was responsible for developing and executing Vanguard’s institutional business strategy. In doing so, he worked with plan sponsors, consultants, advisors and insurance platforms in furthering investment objectives for Canadian investors. Preceding that, he was a member of institutional distributions team at TD Asset Management, which included the promotion of investment products to DB and DC plans.

Satwik is a CFA® charterholder and holds an MBA from Ivey Business School at Western University.

Mobile: 647-526-0745
satwik.misra@sunlife.com

Satwik Misra is Director, Business Development and Relationship Management. Based in Toronto, Satwik is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Ontario.

Satwik has worked in the investment and group retirement savings industry for over 15 years. Before joining Sun Life Global Investments in 2020, Satwik led Vanguard’s pensions and retirement team in Canada where he was responsible for developing and executing Vanguard’s institutional business strategy. In doing so, he worked with plan sponsors, consultants, advisors and insurance platforms in furthering investment objectives for Canadian investors. Preceding that, he was a member of institutional distributions team at TD Asset Management, which included the promotion of investment products to DB and DC plans.

Satwik is a CFA® charterholder and holds an MBA from Ivey Business School at Western University.

Mobile: 647-526-0745
satwik.misra@sunlife.com

1 Canadian Institutional Investment Network’s top 40 money managers survey (released November 2020 based on June 2020 data).

2 Canadian Institutional Investment Network’s top 40 money managers. 5th fastest growing (firms greater than $10B) in May 2017 report (Dec 2016 data); 5th fastest growing (firms greater than $10B) in May 2018 report (Dec 2017 data);  5th fastest growing (firms greater than $10B) in May 2019 report (Dec 2018 data);  3rd fastest growing (firms greater than $10B) in May 2020 report (Dec 2019 data);    

3 Investor Economics Group Retirement Savings and Pensions Report, Q2 2020 Update

4 As of Dec 31, 2020. Includes Institutional, Mutual Funds, and Sun Life GIFs only, and excludes Payout Annuities, Insurance GICs, Trust GICs.

All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.

Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc.

SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools.

© SLGI Asset Management Inc. and its licensors, 2020. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.