Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

Leadership

Meet the Sun Life Global Investments leadership team.

President, SLGI Asset Management Inc. and Senior-Vice President, Investment Solutions, Sun Life Canada

Oricia Smith is President of SLGI Asset Management Inc. and Senior Vice President of Investment Solutions for Sun Life Canada. She is responsible for the development, management and growth of the organization.

Oricia joined Sun Life in 2016, as Head of the International Investment Centre (IIC), an investment consulting and manager research team with relationships with more than 100 investment management companies. The IIC is responsible for oversight and governance on over C$150 billion of assets invested on behalf of Sun Life and Sun Life's Clients globally.  Oricia moved into SLC Management in 2017– Sun Life’s global institutional asset management company, and more recently expanded her role to include accountability for SLC Management’s Product Development, CRM and Sales Analytics team.

Prior to joining Sun Life, Oricia spent over 17 years at Invesco and started her career in the investment banking division at TD Securities.

Oricia is actively involved in the industry and is passionate about supporting diversity and inclusion. Oricia is Trustee of the Sun Life Benevolent Fund, Executive Sponsor of Sun Life’s InvestHER Women’s Network and co-founder of 100 Women Who Care Toronto West.  She is a past member of the Investment Funds Institute of Canada Strategic Research Committee, Ontario Securities Commission Investment Funds Product Advisory and past President of Olympium Synchronized Swimming Club.  .

Oricia has both an HBA and MBA from the University of Western Ontario’s Richard Ivey School of Business and is a Rotman alumni as a The Judy Project graduate.

Vice-President, Portfolio Management and Portfolio Manager
Sun Life Global Investments

As Vice-President, Portfolio Management and Portfolio Manager, Chhad Aul oversees Sun Life Global Investments’ asset allocation strategies with a specific focus on Sun Life Granite Managed Solutions and Sun Life Milestone Funds.

When Chhad joined the company in 2014 he brought with him deep expertise in quantitative strategies, asset allocation and investing with derivatives. He uses these strengths to build and manage sophisticated solutions for Canadian investors seeking broadly-diversified portfolios.

To increase investor knowledge, Chhad also travels extensively across Canada to discuss the market and his team’s investment process with advisors and consultants.

Prior to joining Sun Life Global Investments, Chhad was Vice-President and Senior Portfolio Manager at State Street Global Advisors where he managed a broad number of equity strategies – from traditional long-only funds to alternative strategies and hedge funds. Earlier, he was Associate Portfolio Manager at Hillsdale Investment Management and a Quantitative Analyst at TD Securities.

Chhad holds a Bachelor of Applied Science degree in Engineering Science and a Master of Mathematical Finance degree, both from the University of Toronto. He is also a CFA Charterholder.

Vice-President, Portfolio Management and Portfolio Manager 
Sun Life Global Investments

As Vice-President, Portfolio Management and Portfolio Manager, Kathrin Forrest oversees Sun Life Global Investments’ asset allocation strategies with a specific focus on Sun Life Granite Managed Solutions and Sun Life Milestone Funds. Her responsibilities further include leadership in evolving SLGI’s manager research and ESG integration efforts and supporting the evolution of the firm’s DC OCIO efforts. 

When Kathrin joined Sun Life Global Investments in 2016, she brought with her deep insights into manager research and product development in fixed income and alternatives. She uses these insights to build and manage solutions for Canadian investors seeking broadly diversified portfolios.

Prior to joining Sun Life Global Investments, Kathrin was Assistant Vice-President, Product and Strategy at Sun Life Investment Management. In this role, she oversaw all aspects of the product development process across Sun Life Investment Management's group of institutional investment management companies. Prior to that, Kathrin was Assistant Vice-President, Investment Consulting, where she was integral in building out Sun Life's International Investment Centre and positioning it as the primary resource for investment manager research, monitoring and search activities for Sun Life Financial globally. Kathrin originally joined Sun Life in 2004 as an Investment Analyst within the firm's Group Retirement Services division.

Kathrin holds a Master of Arts in Economics and is a CFA Charterholder. She is an active member at the CFA Society Toronto, currently serving as Vice-Chair, Programming on the Society’s Board of Directors.

Vice-President, Head of Investment Distribution
Sun Life Global Investments

John Killeen leads Sun Life Global Investments’ Investment Distribution business and is responsible for SLGI’s institutional, retail and national account channels in Canada.

A seasoned sales executive, with a career in financial services spanning 25 years, John joined SLGI in 2019. Before that, he was Managing Director, Intermediary Distribution for BMO Global Asset Management. There, he was responsible for BMO GAM’s mutual fund, ETF, SMA and segregated fund distribution strategies and leadership of their national sales team.

John has an established record of leading large, high-performing teams with the goal of helping investment advisors to demonstrate the value of their advice, and enhancing the financial security of clients across Canada.

John is a graduate of Dalhousie University with an advanced double major in Political Science and English. He also and holds the CIM (Chartered Investment Manager) designation. He resides in Etobicoke and is the proud father of three very busy teenagers.

Vice-President, Product Management and Investment Risk Sun Life Global Investments

Jason Agaby is Vice-President, Product Management and Investment Risk at Sun Life Global Investments. He leads the development and management of the firm’s product platform including investment funds, segregated funds and guaranteed products such as payout annuities, accumulation annuities and Guaranteed Investment Certificates (GICs). He is a recognized industry expert with over 25 years of financial services experience in product development and management, investment management, financial advisory and investment banking with major international financial institutions in Canada and overseas.

Before joining Sun Life Global Investments in April 2018, Jason was Vice-President, Product Development and Managed Solutions at a large asset manager in Toronto. Jason served three terms as a member of the Ontario Securities Commission Investment Funds Product Advisory Committee and is a regular speaker at industry conferences.

Jason graduated in 1986 with a Bachelor of Arts degree in Business from Calvin College in Grand Rapids, MI. He holds the CFA, CFP and CIM designations (awarded gold medal for academic excellence 1997-1998) and is a Fellow of the Canadian Securities Institute.

Head of Institutional Business
Sun Life Global Investments

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 the firm’s innovative solutions for group retirement platforms. Anne is also an active member of the Sun Life 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 degree from Concordia University and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.