Institutional Business Team

Anne Meloche, FSA, FCIA, Head of Institutional Business

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 part of the Sun Life Global Investments Leadership Team and 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, ACIA, ASA, Director, Institutional Business Development and Client Relationships, Quebec and Atlantic

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, CFA, MBA, Director, Institutional Business Development and Client Relationships, Ontario

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

James Wells, CIM®, Director, Institutional Business Development and Client Relationships, Western Canada

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.

James moved to Vancouver from the UK in 2001. Over the past 10 years, James has worked in the investment and group retirement savings industry covering both the Canadian and the U.S markets. Before joining Sun Life Global Investments in 2018, 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. Prior to this, James worked at Industrial Alliance and was responsible for business development in Group Retirement Savings, which included the promotion of investment products to DB plans. 

James holds a BA from the University of Wales and is a Chartered Investment Manager (CIM®).

Mobile: 604-603-1697
james.wells@sunlife.com

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, 2023. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.