Institutional Business Team
Anne Meloche, FSA, FCIA
As Head of Institutional Business for Sun Life Global Investments (SLGI), Anne is responsible for developing the strategy for our institutional business, including the go-to-market approach, Client service and product offering. Anne also leads the national institutional sales team, who works with plan sponsors, consultants and advisors to educate and promote SLGI’s innovative solutions for group retirement platforms. Anne is also part of the Sun Life Global Investments Leadership Team and an active member of the Sun Life Financial Quebec Leadership Team. Anne is passionate about championing sustainability progress on several fronts, and helps achieve this through her membership on SLGI’s Sustainability Committee and Net Zero Steering Committee.
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 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 operations for Eastern Canada 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. She has also been a member of the Benefits Canada Pension/Investments Board since 2020 and sits on the Board of Director of the Quebec Breast Cancer Foundation (rubanrose.org). She is also often asked to be participate or speak at industry events where her retirement and investment expertise is called upon.
Mobile: 514-866-6287
Email: anne.meloche@sunlife.com
Satwik Misra, CFA, MBA
Satwik Misra is Director, Consultant Relationships & Business Initiatives. In this role, Satwik is responsible for strengthening relationships with consulting firms’ manager research departments and large advisory firms by keeping them abreast of our products and solutions and ensuring their continual endorsement. He also supports the establishment of strategic and business objectives, and the delivery of key business initiatives.
Satwik is a strategic leader with over 15 years of experience in the investment and group retirement savings industry. He joined Sun Life Global Investments in 2020 in the role of Director, Business Development & Client Relationships, where he was responsible for business development and client relationship management for our growing institutional asset management business in Ontario while at the same time deepening relationships with consulting firms’ manager research departments and large advisory firms. Before joining Sun Life Global Investments, Satwik led Vanguard’s pensions and retirement team in Canada where he was responsible for developing and executing Vanguard’s institutional business strategy.
Satwik is a CFA® charterholder and has his MBA from the Ivey Business School at Western University.
Mobile: 647-526-0745
Email: satwik.misra@sunlife.com
Dominique Lavoie, FSA, FCIA, CFA
Dominique Lavoie is Director, Institutional Business Development and Client Relationships. Based in Montreal, Dominique is responsible for further developing and building new relationships for the firm's growing institutional asset management business in Quebec and Atlantic Canada.
Dominique has extensive experience in pension and investment management with deep expertise partnering with plan sponsors. Prior to joining Sun Life Global Investments in 2026, Dominique began her career at Mercer, where she spent over 10 years advising corporate clients on pension plan design, governance, and investment strategies, while supporting the growth of delegated solutions across Canada. She subsequently joined State Street Trust Company, further deepening her industry experience. Most recently, Dominique spearheaded firm-wide strategy and operations at Optimum Actuarial Consulting.
Dominique holds a Bachelor of Science in Mathematics from the Université de Montréal, is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries, and is a CFA® Charterholder.
Mobile: 263-866-5176
Email: dominique.lavoie@sunlife.com
Farzan Qureshi, MBA
Farzan Qureshi is Director, Institutional Business Development and Client Relationships. Based in Toronto, Farzan is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Ontario.
Farzan has over 20 years of experience in the institutional investment industry. Prior to joining Sun Life Global Investments in 2024, Farzan spent more than two decades at a leading investment firm where he advanced through senior roles and contributed significantly as a key member of the retirement solutions team. He brings a wealth of investment knowledge, extensive experience working with plan sponsors, and a deep understanding of the unique Canadian market.
Farzan holds a Bachelor’s degree in Economics and Finance from Wilfred Laurier University and an MBA from Queen’s University.
Mobile: 289-242-8931
Email: farzan.qureshi@sunlife.com
Dominik Wolski, CIM®
Dominik Wolski is Sr. Manager, Institutional Business Development and Client Relationships. Based in Toronto, Dominik is responsible for expanding Sun Life Global Investments' presence in the Ontario group advisory market for the firm's growing institutional asset management business.
Dominik has over 8 years of experience in the financial services industry. Before joining Sun Life Global Investments, he worked at National Bank where he played a key role in expanding market presence and fostering client relationships.
Dominik holds an Honours Bachelor of Business Administration from the University of Guelph and is a Chartered Investment Manager (CIM®).
Mobile: (289) 971-0034
Email: dominik.wolski@sunlife.com
James Wells, CIM®
James Wells is Director, Business Development and Relationship Management. Based in Vancouver, James is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Western Canada.
Over the past 25 years, James has worked in the investment and retirement savings industry both here in Canada and in the U.S. Previously, James was an Investment Consultant and Principal at a large consulting firm responsible for designing and monitoring investment structures and implementing governance strategies for DC plans. James holds a BA from the University of Wales and is a Chartered Investment Manager (CIM®).
Mobile: 604-603-1697
Email: james.wells@sunlife.com