April 01, 2014

Sun Life Global Investments continues to expand with launch of Private Client

Series of funds will be tailored to higher net worth Canadians

TORONTO, April 1, 2014 /CNW/ - Sun Life Global Investments (Canada) Inc. today announced the launch of Private Client, a new line of business designed for those with higher investable assets searching for a fresh approach to investing. Retail investors can diversify their portfolios with reduced management fees through Sun Life Global Investments' access to industry leading sub-advisors.

"The introduction of Private Client is an exciting step in the expansion of our asset management capabilities," said Rick Headrick, President, Sun Life Global Investments. "Since the launch in 2010, our business has grown significantly, despite market fluctuations and economic challenges. The introduction of Private Client reinforces our commitment to superior service as well as our promise to provide access to industry leading portfolio managers."

Led by Cindy Crean, Managing Director, Sun Life Global Investments Private Client, this new offering provides a range of investment solutions with an in-house management team that understands the market, competitive landscape and demand for investment diversification. Crean has significant experience in the financial services industry, including financial planning in the high net worth segment, and has worked with advisors and clients to help them reach their financial goals through all their life stages.

"It's important to cut through the clutter and offer simple yet compelling solutions for retail investors in today's market," said Crean. "Retail investors are looking for competitive solutions to help them grow their portfolios while managing risk. Our Private Client offering provides a product suite designed for affluent Canadians who are looking for more choice and flexibility to invest their assets, combined with a personal touch."

Sun Life Global Investments delivers access to a comprehensive fund line-up that brings together both in-house managed solutions and multiple experienced sub-advisor teams. The sub-advisor platform offers the unique opportunity for individual investors to broaden their investments as well as asset classes.

Sun Life Global Investments Private Client lineup consists of 53 Private Client series funds (Series E and O). Financial advisors can help build their clients' portfolios through a wide range of multi-manager funds with a minimum of $100,000 in investable assets.

The new funds will be available through Sun Life Financial advisors, Mutual Fund Dealers Association (MFDA) and Investment Industry Regulatory Organization of Canada (IIROC) dealers.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

About Sun Life Global Investments (Canada) Inc.

Sun Life Global Investments (Canada) Inc. brings together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world. With a focus on risk management, our rigorous selection and monitoring process provides access to leading asset managers who use insight and innovation to manage high quality investment solutions for Canadian investors. For more information, visit

About Sun Life Financial

Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth products and services to individuals and corporate customers. Sun Life Financial and its partners have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2013 the Sun Life Financial group of companies had total assets under management of $640 billion. For more information, please visit

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Note to Editors: All figures in Canadian dollars.

SOURCE Sun Life Global Investments (Canada) Inc.


Carmela Antolino
Media & Public Relations