Tillkännagivande • May 12
Sun Life Announces Sun Life Essentials and Sun Life Essentials Plus, New Digital-First Workplace Savings Solutions Sun Life announced Sun Life Essentials and Sun Life Essentials Plus, new digital-first workplace savings solutions designed specifically for small and medium-sized enterprises (SMEs). The plans are built to be simple and accessible, helping business owners better support their employees in building long-term financial stability and confidence. Workplace savings plans can be a practical way for employers to invest in their people without adding complexity. Recent research conducted by The Harris Poll for Sun Life, underscores why this support matters right now. More than a quarter of working Canadians say financial stress is impacting productivity and engagement at work. And 87% believe employers that help workers save earn greater loyalty. Sun Life Essentials and Sun Life Essentials Plus are quick to implement, easy to administer, and help employees maximize investment growth. There are no set-up fees and no minimums for employee participation or contributions. Employees can begin saving right away through registered options such as RRSPs and TFSAs, supported by Sun Life's integrated digital experience, including the my Sun Life mobile app. Employees will also benefit from Sun Life's deep expertise, guided financial support and seamless experience with access to advice and innovative digital tools that boost confidence and can help generate better savings outcomes. The experience is underpinned by Sun Life Global Investments' Granite target date funds, which are designed to take the guesswork out of investing by adjusting risk over time. It's the kind of default investment approach often seen in larger plans, now available to small businesses in a way that fits their budget and governance needs. Sun Life's market leadership in group retirement services and asset management gives small businesses access to a credible, modern plan designed to support long-term financial security for their employees. Other insights from the research include: Only half of working Canadians say they feel financially confident amid rising living costs and economic uncertainty. Over three quarters want to save more but feel unable to do so. Over 80% believe workplace savings and financial guidance should be standard benefits. Over three quarters (83%) say small businesses should have access to the same quality savings solutions as large companies. Tillkännagivande • May 08
Sun Life Financial Inc. announces Quarterly dividend, payable on June 30, 2026 Sun Life Financial Inc. announced Quarterly dividend of CAD 0.9600 per share payable on June 30, 2026, ex-date on May 27, 2026 and record date on May 27, 2026. Tillkännagivande • Apr 08
Sun Life U.S. Introduces Kid Smile Complete and Expands Lifetime of Smiles Dental Program Sun Life U.S. announced the launch of Kid Smile Complete and the expansion of its Lifetime of Smiles dental program offered through employers, delivering innovative solutions to support employees and their families in maintaining optimal oral health from childhood through adulthood. The new offering underscores Sun Life's strategic commitment to prevention-focused dental care, addressing a critical public health concern: tooth decay. According to the Centers for Disease Control and Prevention, nearly half of children ages 2 to 19 have tooth decay even though it is entirely preventable. Untreated dental disease can lead to pain, infection, missed school days, and disrupted work schedules for parents. Kid Smile Complete simplifies dental coverage for families by providing 100% in-network coverage with no deductible for dependent children under age 13. The plan covers preventive, basic, and major services, including exams, cleanings, x-rays, and fillings, eliminating financial barriers that often prevent families from seeking timely care. Kid Smile Complete is an addition to the Lifetime of Smiles program, which offers comprehensive treatment options for members of all ages, including advanced preventive care such as brush biopsies for oral cancer detection and genetic testing for gum disease risk, treatment innovations including Periochips to control bacteria, optional enhancements such as up to four periodontal cleanings annually, posterior tooth-colored fillings, and an additional cleaning for pregnancy, heart disease, or diabetes. Lifetime of Smiles also offers employers plan flexibility through options like Preventive Rewards, RollMax, and Preventive Max Waiver that extend members' annual maximums. The program is available with Sun Life's group PPO dental plans, including administrative services only plans. Kid Smile Complete and Lifetime of Smiles are part of Sun Life's broader commitment to making health and benefits easier for employers and their employees. Tillkännagivande • Mar 06
Sun Life Financial Inc. Announces Appointment of Marcia Moffat to Board of Directors, Effective March 6, 2026 Sun Life Financial Inc. announced the appointment of Marcia Moffat to the Sun Life Board of Directors, effective March 6, 2026. Ms. Moffat is a seasoned financial executive with a distinguished career spanning 30 years in the asset management, retail banking, investment banking and legal industries across Canada, the U.S. and France. She brings extensive experience in leadership, strategy and governance. Most recently, Ms. Moffat served as Chief Executive Officer of BlackRock Asset Management Canada Limited and Country Head at BlackRock, where she led the strategic direction of the firm's Canadian operations and was a member of the firm's Global Operating Committee. Under her leadership, the firm transformed its Canadian institutional and wealth businesses, resulting in significant growth in assets under management over a 10-year period. She was also instrumental in driving Canadian adoption of the firm's enterprise investment management technology. Prior to her tenure with BlackRock, she spent 12 years with Royal Bank of Canada in progressively senior roles in capital markets, investor relations and retail banking. She began as an investment banker, providing financing solutions to major enterprises across a range of industries. Ms. Moffat then led the bank's investor relations efforts during the global financial crisis, following which she led the bank's Canadian residential mortgage and home equity line of credit (HELOC) business. Ms. Moffat began her career as a corporate securities lawyer with Shearman & Sterling (now A&O Shearman) in New York and Paris, where she executed complex, cross-border debt and equity offerings. She holds both a Master of Business Administration and a Juris Doctor degree from the University of Toronto, and a Bachelor of Science (Biology) degree from McGill University. She resides in Ontario and is currently Vice-Chair of the C.D. Howe Institute and a Director of the University Health Network Foundation. Ms. Moffat previously served as Chair of the Canadian Coalition for Good Governance, Vice-Chair of the Ontario Brain Institute, a Director of the Business Council of Canada, and a Director of Manulife Bank of Canada, among other governance roles. Tillkännagivande • Feb 13
Sun Life Financial Inc., Annual General Meeting, May 06, 2026 Sun Life Financial Inc., Annual General Meeting, May 06, 2026. Tillkännagivande • Feb 12
Sun Life Financial Inc. Announces Dividend on Common Shares, Payable on March 31, 2026 Sun Life Financial Inc. announced that a dividend of $0.92 per common share has been declared, payable on March 31, 2026 to shareholders of record at the close of business on February 25, 2026, representing the same amount paid in the previous quarter. Tillkännagivande • Nov 06
Sun Life Financial Inc. Declares Dividend on Common Shares, Payable on December 31, 2025 The Board of Directors of Sun Life Financial Inc. announced that a dividend of CAD 0.92 per share on the common shares of the Company has been declared, payable December 31, 2025 to shareholders of record at the close of business on November 26, 2025. This represents a 4 cent increase to the amount paid in the previous quarter. Tillkännagivande • Oct 30
Sun Life U.S. Expands Family Leave Insurance to Seven States, Bringing Important Coverage to Millions of Workers Sun Life U.S. has expanded the availability of its Family leave Insurance (FLI) offering to seven new states: Illinois, Missouri, Nebraska, Nevada, South Dakota, Utah, and Wisconsin, bringing the total number of states to 24. FLI gives employers the option to easily provide a valuable benefit to their employees, even for those working in states with a mandated paid leave program in place. When an employer offers FLI, they can cover all employees with the same benefit, no matter where they work. Sun Life FLI aligns with the current tax credit and will align with changes in the future. Sun Life's FLI is built with decades of disability- leave management and return-to-work expertise. The benefit fills a substantial gap for employers in states without government programs, and is designed to cover all eligible employees regardless of the state they work in. Sun Life also administers private paid family and medical leave (PFML) in many states that have mandated programs. Offered as fully insured coverage, Sun Life FLI helps small and mid-size employers offer a highly sought-after benefit without the risk of self-funding. While some insurers choose to offer FLI as a rider within short-term disability (STD), Sun Life's FLI is a standalone policy. This provides more market flexibility to benefit consultants and greater employer reach. Sun Life FLI supports health and productivity for both employers and employees. Employees get the benefit of Sun Life's online claims submission and employers can easily track employees' leave details. Sun Life FLI will be available for quoting in Illinois, Missouri, Nebraska,Nev, South Dakota, Utah and Wisconsin on November 1. Sun Life expects additional states to approve filing in 2026. Tillkännagivande • Oct 23
Sun Life Appoints Anshuman Das as Bancassurance Chief for Asia Sun Life has announced the appointment of a bancassurance chief for Asia. The Canadian life insurance firm has appointed Anshuman Das to the role. He will lead the firm's bancassurance strategy and also drive the distribution function. He is to be based in Singapore in the role. Das has 15 years of experience in insurance and consumer banking. Tillkännagivande • Oct 07
Sun Life Financial Inc. Announces the Appointment of Tom Murphy as President, Sun Life Asset Management Sun Life Financial Inc. announced the appointment of Tom Murphy as President, Sun Life Asset Management as it continues to accelerate growth across its global asset management businesses. Mr. Murphy has more than 25 years of global asset management experience. He joined SLC Management in 2018, where he most recently held the role of President of SLC Fixed Income before being appointed Sun Life Chief Risk Officer in 2022. Before joining SLC Management, Mr. Murphy spent 20 years at Mercer where he built and led the company's investment management businesses in Europe and led Mercer's North American Investments, Retirement and Benefit Administration businesses. Mr. Murphy will remain Sun Life's Chief Risk Officer until a successor is named to ensure a smooth transition. Tillkännagivande • Sep 26
Sun Life Financial Inc. Announces Executive Changes for Sun Life U.S Kevin Strain, President and Chief Executive Officer of Sun Life announced that David Healy, currently President of the Dental business at Sun Life U.S., will become the new President of Sun Life U.S. effective September 1, 2025. Mr. Healy succeeds Dan Fishbein, M.D., who announced his intention to retire in March 2026. Mr. Fishbein will assume the title of Executive Chair, Sun Life U.S. and will work with Mr. Healy to transition the leadership of the business. Prior to his current role, Mr. Healy led the Group Benefits business for seven years, with a growth mindset focused on investing in new capabilities and services to make benefits easier for Clients and broadening access to care. His more than 20 years at Sun Life include leading the U.S. Operations and Technology teams, where he combined services across business units for consistency in the Client experience and modernized IT delivery. He also oversaw the integration of Assurant Employee Benefits (AEB), which Sun Life acquired in 2016, and was instrumental in the acquisition of Insurtech Maxwell Health in 2018, which added digital talent and expertise to the organization. Prior to joining Sun Life, Mr. Healy held roles at Keyport Life Insurance Company and Manulife Financial. He graduated from Providence College, where he received a Bachelor of Science in marketing and holds an MBA, high honors, from Boston University. Tillkännagivande • Sep 25
Sun Life Financial Appoints Sujoy Ghosh as CEO of High Net Worth Unit, Effective from November 4, 2025 Sun Life Financial Inc. announced the appointment of Sujoy Ghosh as Chief Executive Officer of High Net Worth or HNW business from November 4. He will lead the global operations of the business in Hong Kong, Singapore and Bermuda. The new HNW unit head will report to Manjit Singh, President, Sun Life Asia, and be based in Singapore. Ghosh, with over 27 years of total experience in insurance and banking, most recently served as the Head of Global Insurance & Asia Head Business Development at Citi Wealth. Prior to Citi, he had held Regional Head of Bancassurance for Allianz in Asia Pacific, handling commercial and strategic partnerships across Life and General Insurance. Tillkännagivande • Jun 27
Sun Life Canada Develops and Launches Notes Assistant Tool Powered by GenAI Sun Life Canada has developed and launched a Notes Assistant tool powered by GenAI to efficiently and securely summarize Client meetings for advisors. This technology enables advisors to move with purpose and speed, spending less time on administrative operations and more quality time with Clients and the conversations that matter. As an early adopter of GenAI, Sun Life first launched this note-taking tool as a pilot in 2024 with a subset of advisors. Some of the key features include summarized Client meetings, a list of action items from the meeting, and draft Client emails that include next steps. In the pilot program, 100% of advisors saved more than 15 minutes per meeting, and 65% saved more than 30 minutes per meeting. The cumulative impact over a single day or week is significant. Notes Assistant also includes an action-items feature that results in improved speed and consistency in sending Client communications. The pilot enabled the team to test for benefit while still upholding GenAI ethics and privacy principles. As with any new technology, Sun Life takes a thoughtful and responsible approach, balancing digital innovation with a long-held commitment to keep Client data safe and secure. Clients need to provide verbal consent before the tool is used, and data is not allowed to pass outside of Sun Life's safe and secure technology ecosystem. Sun Life's Notes Assistant is just one of many initiatives being explored and launched by Sun Life to make it easier for Clients to connect and partner with advisors. Finding ways to streamline the day-to-day, enhances advisors' abilities to help Clients to more easily reach their goal of achieving lifetime financial security. This innovation is part of Sun Life's broader digital leadership journey, which is focused on delivering seamless, personalized and intuitive experiences across every touchpoint. Tillkännagivande • Jun 20
Sun Life Financial Inc. Announces Executive Changes Sun Life Financial Inc. announced the appointment of Brennan Kennedy as Senior Vice-President and Chief Actuary, effective October 4, 2025. Brennan is currently Sun Life's Senior Vice-President of Global Asset Liability Management. In his new role, Brennan will provide leadership, direction and vision for the actuarial functions across the organization with a focus on talent development, leading-edge technology solutions, innovations and thought leadership in support of Sun Life's strategic imperatives and Client Impact Strategy. He will partner closely with business groups and corporate functions to apply actuarial best practices to valuation, reporting, product development and pricing activities to ensure compliance with regulatory requirements and industry standards. Brennan is a seasoned leader with more than 26 years of deep experience and expertise at the organization. He has held progressively senior roles across the business in Actuarial, Risk Management, Finance and Asset Liability Management functions since joining in 1998. Brennan holds a Bachelor of Mathematics from the University of Waterloo and is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries. Brennan succeeds Kevin Morrissey, Senior Vice-President and Chief Actuary, who will retire after an illustrious 37-year career with Sun Life on October 3, 2025. Over the next few months, Kevin will support Brennan in his onboarding to the Chief Actuary role until his retirement. Kevin began his career with Mutual Life of Canada in 1988, which eventually became Clarica, which was later acquired by Sun Life in 2002. Throughout his tenure, Kevin progressed through various leadership roles across Finance, Risk Management and Actuarial. He has served in his current role of Senior Vice-President and Chief Actuary since 2016. Tillkännagivande • Jun 18
Sun Life U.S. Announces the Launch of Its Expert Cancer Review Service Sun Life U.S. announced the launch of its Expert Cancer Review service, which provides members facing a cancer diagnosis with access to an objective, documented second opinion from an independent oncology specialist. The new service will be embedded in new and renewing Sun Life stop-loss plans beginning July 1. The introduction of Expert Cancer Review comes at a crucial time in healthcare. Sun Life's annual high-cost claims report shows that cancer consistently ranks as the most common and costly condition across the country. Malignant neoplasm diagnoses, particularly in adults ages 40-59, account for more than 40% of total claims spend. Ensuring the best treatment plan is in place can provide peace of mind and prevent delays in treatment or unnecessary medical costs for the member undergoing care. Second opinions, whether for cancer or other diagnoses, can have significant impact on the patient's health journey. Sun Life data from 2023-2024 showed that 39% of members who sought second opinions from qualified specialists saw a change in their diagnostic strategy, diagnosis or treatment plan. Expert Cancer Review harnesses the clinical expertise of Health Navigator, Sun Life's healthcare navigation and advocacy service. Health Navigator provides support for all health conditions with one-on-one care advisors who help members get the right diagnoses, doctors and treatments. For members using Expert Cancer Review, this dedicated team coordinates with independent expert oncologists to ensure thorough reviews and answer questions. The resulting opinions, written in plain language, are sent to the member and treating physician. As a stop-loss provider, Sun Life covers high-dollar claims for employers who self-fund their employee health plans. According to KFF, an independent non-profit organization focused on national health issues, 63% of covered workers in the U.S. are in a plan that is self-funded. Tillkännagivande • May 09
Sun Life Financial Inc. Declares Second Quarter Cash Dividend, Payable on Jun 30, 2025 Sun Life Financial Inc. announced declaration of regular quarterly dividend for the period ended March 31, 2025 by the Board of Directors on May 8, 2025. Amount of Cash CAD 0.88 dividend Per Share, Record Date May 28, 2025, Payment Date Jun 30, 2025. Tillkännagivande • Apr 29
Sun Life U.S. Expands Family Leave Insurance to Arizona, Wyoming and Pennsylvania Sun Life U.S. has expanded the availability of its Family leave Insurance (FLI) offering to now include Arizona, Wyoming and Pennsylvania, with additional states poised for later this year. This brings the total number of states where Sun Life offers its fully insured paid family leave coverage to 14, including Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, Oklahoma, South Carolina, Tennessee and Texas. FLI broadens workers' access to paid leave, giving employers the option to easily provide a valugable benefit to their employees when there isn't a state-mandated program in place. Sun Life has long been an advocate for paid leave, working with state legislators to include a private plan option alongside mandated programs and supporting legislative proposals that would extend the employer federal paid leave tax credit. Sun Life FLI aligns with the current tax credit and will align with changes in the future. Sun Life FLI is built with decades of disability leave management and return-to-work expertise. The benefit fills a substantial gap for employers in states without government programs, and is available to all eligible employees regardless of the state they work in. Sun Life FLI is offered as fully insured coverage, helping small and mid-size employers offer the benefit without the risk of self-funding. Sun Life also administers private paid family and medical leave (PFML) in many states that have mandated programs. With Sun Life FLI, employees get the benefit of Sun Life's online claims submission, and employers can track employees' leave details, supporting overall health and productivity management. Tillkännagivande • Feb 16
Sun Life Financial Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024 Sun Life Financial Inc. reported impairment charges for the fourth quarter ended December 31, 2024. for the quarter, the company reported impairment charge of $186 million on an intangible asset related to bancassurance in Vietnam reflecting updates resulting from changes in regulatory and macro-economic factors in Q4'24. Tillkännagivande • Feb 14
Sun Life Financial Inc., Annual General Meeting, May 08, 2025 Sun Life Financial Inc., Annual General Meeting, May 08, 2025. Tillkännagivande • Feb 13
Sun Life Financial Inc. Declares Dividend on Common Shares, Payable March 31, 2025 The Board of Directors of Sun Life Financial Inc. announced that a dividend of CAD 0.84 per share on the common shares of the Company has been declared, payable March 31, 2025 to shareholders of record at the close of business on February 26, 2025. This is the same amount as paid in the previous quarter. Tillkännagivande • Nov 06
Sun Life Financial Inc. Declares Dividend on Common Shares, Payable December 31, 2024 The Board of Directors of Sun Life Financial Inc. announced that a dividend of CAD 0.84 per share on the common shares of the Company has been declared, payable December 31, 2024 to shareholders of record at the close of business on November 27, 2024. This represents a 3 cent increase to the amount paid in the previous quarter. Tillkännagivande • Aug 16
Sun Life Financial Inc. to Report Q1, 2025 Results on May 08, 2025 Sun Life Financial Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025