Issuer

Sun Life Financial Inc.

Insurance Organizations

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Summary

Headquartered in Toronto, Canada, SLF ranks as one of the largest Canadian financial services companies with extensive operations in Canada, the United States and multiple countries in Asia. Its major insurance operating subsidiary, Sun Life Assurance Company of Canada (SLA), provides financial protection products including life and health insurance for individuals and businesses in Canada, the United States and Asia. A second subsidiary, Sun Life Global Investments (Canada) Inc., houses wealth management operations, such as mutual fund and institutional investment management, largely conducted by two subsidiaries: MFS Investment Management (94% owned) and Sun Life Investment Management Inc. U.S., Inc. (SLIM). Consolidated total assets under management (AUM) grew by about 1% from YE2017 to $984 billion of as at September 30, 2018.

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