Oricia Smith’s Post

At Sun Life Global Investments, being sustainability-driven is central to our purpose of helping clients achieve financial security and live their most meaningful lives. As responsible stewards of capital, we continue to strive to create positive change for clients, communities, advisors, and our planet.

Sun Life Global Investments’ Tax and Estate Planning team has broken down the key initiatives in the Federal Budget. Of note are key changes to Canada’s capital gains rates, enhanced support to individuals with disabilities, new incentives for entrepreneurs, amendments to the Alternative Minimum Tax rules and measures to expedite residential home builds. Here’s everything you need to know: https://ow.ly/Pp9b50RhNwj #Budget2024

This year, we are proud to join MFS Investment Management in celebrating its 100-year anniversary! A company of firsts, MFS created the first U.S. open-end mutual fund in 1924 to give people the opportunity to access the capital markets and invest their savings using a professionally managed solution. Our history dates back forty-two years, when Sun Life acquired MFS. Fast forward to 2010, Sun Life Global Investments engaged MFS to sub-advise mutual funds in Canada, bringing that same investment expertise to Canadian investors. Our relationship with MFS continues to allow us to offer time-tested strategies to help grow wealth for Canadians. The business’ responsible and forward-looking approach to investing aligns closely with our mission to bring Canadian investors some of the best in asset management and innovative solutions from around the world. At Sun Life Global Investments, we offer an array of investment solutions, from insured wealth products to investment funds that allow us to design solutions aligned with what matters most in our Clients’ lives. Learn more about MFS and our Sun Life MFS Funds. https://lnkd.in/gEMxKf3R  #MFS100Years

I’m very proud to congratulate Sun Life Global Investments’ Amélie Laferrière and Zachary Sikorski on being named among Wealth Professional Canada Magazine's 2024 Top 50 Best Fund Wholesalers in Canada. This award recognizes the incredible service these wholesalers provide to advisors and how they stand out as trusted partners.    This achievement is a testament to the impact our talented team at Sun Life Global Investments is having across the wealth management industry. We continue to deliver innovative and holistic retirement and estate planning solutions for advisors to help Canadians achieve financial security and live their most meaningful lives.   Congratulations Amélie and Zachary on their well-deserved recognition! https://lnkd.in/gNBw4rbp For more details on how winners are determined for the Wealth Professional Awards visit: https://lnkd.in/g3QWgfts  

This International Women’s Day, Sun Life brought colleagues together to talk about how they #inspireinclusion.   I had the opportunity to sit down with Amanda Correa, MBA, Assistant Vice-President and Head of Wealth and Insurance Marketing Sun Life. We talked about how we can empower women advisors and investors to build a stronger, more equitable wealth management industry. We also shared thoughts on what makes an inspiring leader and the role we all play in ‘paying it’ forward to the next generation.     At Sun Life Global Investments, we are committed to narrowing the gender gap across the industry. I am proud that within our business, we have achieved gender parity across our leadership team. We also do our part to support mentorship and training opportunities for the next generation of women asset managers and advisors.    I will continue to challenge the status quo and inspire more women but we all have a role to play. Together we can help change the experience for women investors so they can achieve lifetime financial security and live their most meaningful lives.   #inspireinclusion #youinspireme

I’m proud to announce that alongside Sun Life colleague Marie-Chantal Côté, MBA, ASC,  Anne Meloche, FSA, FCIA has been named among Benefits and Pensions Monitor's 2024 Elite Women. Congratulations to Marie-Chantal and Anne for their outstanding professional achievements and meaningful contributions across the group benefits and pensions industry. As head of Sun Life Global Investments Institutional, Anne has made tremendous advancements to the solutions we offer to help Canadians build their wealth and turn their savings into retirement income. She has grown the business to be the sixteenth largest pension manager in Canada and a leader in target date funds—with more than $10 billion in Sun Life Granite Target Date Funds. As a member of Sun Life Global Investments’ Sustainability Committee, she has been a key player in moving the dial on our sustainability commitment to achieve net zero emissions by 2050 or sooner. This International Women’s Day, I am proud to recognize Anne – a strong leader who is pushing boundaries to #InspireInclusion and empower the next generation of women across the wealth management industry. Through mentorship and community engagement, Anne is developing top talent and building an inclusive culture that supports diversity. Anne, thank you for all you do to help Canadians achieve lifetime financial security and live their most meaningful lives. To learn more about Anne’s accomplishments, read the news release. https://lnkd.in/duRktHTh

Yesterday, I had the honour of joining Bloomberg Women’s Buy-Side Network (BWBN) of Canada as a senior leader mentor at their speed networking event. I was one of 16 mentors working with approximately 80 mentees at the event. It was great to connect with so many women beginning their career. I had the opportunity to share my experience as a woman in the financial industry, as well as the challenges and opportunities that helped me grow, build resiliency, and make an impact.   Ahead of International Women’s Day, this event was a reminder that we need to continue to challenge the status quo and #InspireInclusion to create a more diverse and equitable financial industry. Historically, women’s financial needs have been underserved, putting a spotlight on the importance of reducing the gender gap across the wealth industry. With women set to double their assets by 2028, we need more women advisors and asset managers who understand women’s holistic needs. They can help change the experience and generate lifetime financial security and build capital for generations to come.    I am proud to be part of an organization that is dedicated to attracting and retaining more women across the wealth management industry. At Sun Life Global Investments, we are investing in the next generation of advisors and asset managers through mentorship and training opportunities, such as our partnership with the Women in Asset Management (WAM) internship program with the Ivey Business School at Western University, where we help support the advancement of young women’s careers in the industry.   I’m proud to see that we are making progress to move the needle and achieve gender parity. I will continue to pay it forward to build a stronger, more equitable financial future for generations to come. 

Diversification beyond traditional asset classes is something we believe can result in better outcomes for clients by providing access to diversified sources of return and yield. At Sun Life Global Investments, we continue to see value in alternative investments and have been increasing our offerings in this space for our retail and institutional channels by leveraging the investment capabilities of our sub-advisors. Through the Sun Life Core Advantage Credit Private Pool, sub-advised by SLC Management, we provide access to private fixed income securities, offering an opportunity to invest alongside sophisticated institutional investors like Sun Life as well as large pension plans. https://ow.ly/Fp3N50QISJp

Our 2024 income roadshow was a resounding success! Advisors are seeing increasing demand for our income generating and estate solutions. Sun Life Payout Annuities and Sun GIF Solutions Income Series provide attractive, guaranteed lifetime income. Both of these and our Insurance GICs offer estate planning benefits that can bring investors a measure of control when planning for the next generation. Sun Life Global Investments is proud to be the choice of advisors for guaranteed lifetime income and estate solutions. Learn more: https://ow.ly/bxNT50Qzkw0

A lot has changed since December. In this year's 2024 Market Outlook edition we've gathered current insights from many of our sub-advisors, as well as our thoughts on this year's key themes for the markets. We're excited to share this timely piece with #advisors, so please reach out to your Sun Life Global Investments Wealth Sales Team for a copy.