Education is important. Sun Life Global Investments is offering our entire suite of CE accredited recorded events to help you learn more about our robust product lineup. View our entire suite of CE accredited recorded events in one convenient location.
How do I obtain my CE credits after watching an event video replay?
- Choose from a variety of event videos below that we’ve hosted over the course of the year.
- Watch for the duration of the video and click the link at the end of the video to complete a 10-question quiz. Note: you must score 60% or better on the quiz within two tries.
- Once you submit your quiz for an approved event, your CE credit certificate will be emailed to you within a maximum of 4 weeks. For our events that are pending approval your CE credit certificate will be emailed to you within 8-10 weeks once approved.
If you’ve already attended one of our events live for the full duration, you should have received your CE credits. If not, we may be in the process of issuing your credits. Attendees can only receive accreditation once per event.
Questions?
If you have questions about your CE credit status or which event you should attend, email our Wealth Distribution Team or reach out to your Sun Life Wealth Sales Director.
For investment professional use only. These virtual events are intended for an advisor audience only and may not be suitable for retail investors. Distribution or reproduction without prior permission from SLGI Asset Management Inc. is prohibited.
Library of event video replays:
2022 Events
- Insights & education events
- Product knowledge events
- FAQ
Mid-Year Outlook 2022
- Original Airdate: July 19, 2022
- Accreditation expiry date:
- Speaker: Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc.
- Host: Christine Tan, Portfolio Manager, Sun Life Global Investments
- Sun Life Global Investments Duration: 1 hour
- CE Credit(s): Pending approval
Here’s what you’ll learn:
- Inflation at 40-year highs: what’s next?
- Geopolitics: what does it mean for investments?
- Rising Rates: when will central banks stop?
- Recession fears: are they warranted?
Sun Life Segregated Funds Forum
More ways to help you grow your business and protect your Clients
- Original Airdate: June 1, 2022
- Accreditation expiry date:
- Speaker: Steven Nuna, Wealth Sales Director, Sun Life Global Investments, Lori Clements, Director Advanced Planning, Sun Life Global Investments, Peter Fox, Senior Vice President – Business Development & Client Services, KBI Global Investors
- Host: Michael Brown, Regional Vice President, Central Canada
- Sun Life Global Investments Duration: 2 hour
- CE Credit(s): Alberta Insurance Council- 2, Insurance Council of British Columbia- 2, Insurance Council of Manitoba- 2, Insurance Council of Saskatchewan- 2, FSCO/FSRA (Ontario) - 2, Québec - La Chambre- 1, 1, The Institute (Advocis) -2, FP Canada – 1, IIROC- 1.25
A macroeconomic outlook: : Rates, Inflation, Geopolitics - How to help your clients today.
- Original Airdate: March 29, 2022
- Accreditation expiry date:
- Speaker: Soami Kohly, CFA, FCIA, Investment Officer & Fixed Income Portfolio Manager, MFS Investment Management
- Host: Sal Ammirato, Head of National Accounts, Sun Life Global Investments
- Duration: 1 hour
- CE Credit(s): Alberta Insurance Council- 1, Insurance Council of Manitoba- 1, Insurance Council of Saskatchewan- 1, FSCO/FSRA (Ontario) - 1, Québec - La Chambre- 1, The Institute (Advocis) -1, FP Canada – 0.5, 0.5
Here’s what you’ll learn:
- There is still room for growth but less than in prior mid-cycle markets
- Central Banks are likely to raise rates in the short-term (1-3 years) as inflationary and disinflationary forces compete
- With Canadian household debt at elevated levels the Bank of Canada may be limited in its options vs. past cycles
- Although yields are low, you still need bonds to offset equity risk; duration also allows you to outperform cash
- In fixed income, MFS believes the market favours an active approach, a focus on quality, and taking a long-term perspective
Outlook 2022 The road back?
- Original Airdate: January 20, 2022
- Accreditation expiry date:
- Speaker: Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc.
- Host: Christine Tan, Portfolio Manager, Sun Life Global Investments
- Duration: 1 hour
- CE Credit(s): Alberta Insurance Council- 0.5, Insurance Council of Saskatchewan- 1, FSCO/FSRA (Ontario) – 1, Québec - La Chambre- 1, The Institute (Advocis) -1, FP Canada – 0.75, 0.25, IIROC - 0.75
Here’s what you’ll learn:
- The guidance of global central banks.
- Is quality now the most important factor strategy?
- The potential impact of U.S. mid-term elections.
- China's growth slowdown and what it suggests
- Why it might not be a bad year for core bonds.
Sun Life Global Investments Webcast Series: Sun Life MFS Diversified
Income Webcast
- Original Airdate: November 15, 2022
- Accreditation expiry date:
- Speaker: Rob Almeida, Chief Investment Strategist, MFS Investment Management
- Host: John Killeen, Vice-President, Head of Investment Distribution, Sun Life Global Investments
- Duration: 1 hour
Here’s what you’ll learn:
- It invests in six distinct income-generating asset classes
- Rob carefully optimizes the targeted mix and adds disciplined shifts
- Security selection in each asset class is backed by highly experienced teams at MFS
Opportunities in Sustainable Infrastructure
Making a sustainable difference on portfolios - and the world:
Sun Life KBI Sustainable Infrastructure
- Original Airdate: May 12, 2022
- Accreditation expiry date:
- Speaker: Colm O'Connor, Senior Portfolio Manager, KBI Global Investors
- Host: Anne Meloche, Head of Institutional Business, Sun Life Global Investments
- Duration: 30 minutes
Be the change. Invest better. Consider sustainable infrastructure today.
Featuring: Sun Life KBI Sustainable Infrastructure Private Pool
- Original Airdate: April 6, 2022
- Accreditation expiry date:
- Speaker: Colm O'Connor, Senior Portfolio Manager; KBI Global Investors, and Sabine Duchesne, Vice President - Business Development & Client Services; KBI Global Investors
- Host: Christine Tan, Portfolio Manager, Multi-Asset Solutions, SLGI Asset Management Inc.
- Duration: 1 hour
- CE Credit(s): Pending approval
Impactful international opportunities?
Featuring: Sun Life MFS International Opportunities Fund
- Original Airdate: March 23, 2022
- Accreditation expiry date:
- Speaker: Greg Johnsen, Institutional Portfolio Manager, MFS Investment Management
- Host: Michael Brown, Regional Vice President, Central Canada, Sun Life Global Investments
- Duration: 1 hour
- CE Credit(s): Alberta Insurance Council- 0.5, Québec - La Chambre- 1, The Institute (Advocis) -1, FP Canada - 1
Finding global growth prospects in 2022.
Featuring: Sun Life MFS Global Growth Fund
- Original Airdate: March 9, 2022
- Accreditation expiry date:
- Speaker: Peter Loncto, Investment Product Specialist, MFS Investment Management
- Host: John Killeen, Vice President, Head of Investment Distribution, Sun Life Global Investments
- Duration: 1 hour
- CE Credit(s): Alberta Insurance Council- 0.5, Insurance Council of Saskatchewan- 1, FSCO/FSRA (Ontario) – 1, Québec - La Chambre- 1, The Institute (Advocis) -1, FP Canada – 1, IIROC - 0.75
A decade of growth. A time-tested investing attitude.
Featuring: Sun Life Granite Managed Solutions
- Original Airdate: February 23, 2022
- Accreditation expiry date:
- Speaker: Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc
- Host: John Killeen, Vice President, Head of Investment Distribution, Sun Life Global Investments
- Duration: 1 hour
- CE Credit(s): Alberta Insurance Council- 0.5, Insurance Council of Manitoba – 1. Insurance Council of Saskatchewan- 1, FSCO/FSRA (Ontario) – 1, Québec - La Chambre- 1, The Institute (Advocis) -1, FP Canada – 1, IIROC - 0.75
Thinking long-term about international – Is now the time?
Featuring: Sun Life MFS International Value Fund
- Original Airdate: February 9, 2022
- Accreditation expiry date:
- Speaker: John Mahoney, CFA Investment Product Specialist, MFS Investment Management
- Host: Michael Brown, Regional Vice President, Central Canada, Sun Life Global Investments
- Duration: 45 minutes
- CE Credit(s): Alberta Insurance Council- 0.5, Insurance Council of Manitoba - 0.75, The Institute (Advocis) – 1, FP Canada - 0.75, IIROC - 0.5
FAQ
How long will it take to get my CE Credits for an event I attended?
Distribution of CE Credits can take 8 to 10 weeks after you’ve completed your test.
How many credits are each event worth?
Credit amount will vary from each event. Each province will also distribute differently.
How do I know which events I should/can attend?
If you have questions about your CE credit status or which event you should attend, email the Wealth Distribution Team.
2021 Events
- Insights & education events
- Product knowledge events
- FAQ
Webcast: A History of Money & Investing: From Barter to Bitcoin
- Original Airdate: November 23, 2021
- Accreditation expiry date: November 23, 2022
- Speakers: Jonathan W. Hubbard, Managing Director, Investment Solutions Group, MFS Investment Management
- Host: Sal Ammirato, Head of National Accounts, Sun Life Global Investments
- Duration: 1 hour
- CE Credit(s): Pending approval
Here’s what you’ll learn:
- A concise history of money,
- How Bitcoin works, and
- Investing for successful outcomes and how to decide what belongs in your portfolio.
Women's Investment Symposium - Day 2
- Original Airdate: November 16, 2021
- Accreditation expiry date: November 16, 2022
- Speakers: John Killeen, Vice-President, Head of Investment Distribution, Sun Life Global Investments, Christine Tan, Portfolio Manager Multi-Asset Solutions, SLGI Asset Management Inc., Catherine Cahill, Senior Portfolio Manager, KBI Global Investors Ltd., Kate Mead, Institutional Equity Portfolio Manager, MFS Investment Management, Lori Clements, Director, Tax & Estate Planning, Sun Life Global Investments. Amanda Correa, Assistant Vice-President, Head of Marketing, Sun Life Global Investments
- Host: Shannon Jones, Wealth Sales Director, Sun Life Global Investments
- Duration: 2 hours
- CE Credit(s): Pending approval
Here’s what you’ll learn:
- Christine Tan and Catherin Cahill delve into how we build ESG into our investment strategy and why this is becoming an essential component.
- Kate mead shares MFS’ perspective on the growth/value dynamic in the current market environment.
- Lori Clements discusses investment solutions tailored to meet the needs of your female Clients’. She shares an overview of proposed decumulation options for registered pension plans – Advanced Life Deferred Annuity (ALDA) and Variable Payment Life Annuity (VPLA) – as introduced in the 2019 Federal budget with further commitment from Federal Government in the 2021 budget.
Women's Investment Symposium - Day 1
- Original Airdate: November 2, 2021
- Accreditation expiry date: November 2, 2022
- Speakers: Oricia Smith, President, SLGI Asset Management Inc. & Senior Vice-President, Investment Solutions, Sun Life Canada, Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., Christine Tan, Portfolio Manager Multi-Asset Solutions, SLGI Asset Management Inc., Esther Law, Senior Investment Manager, Emerging Markets Debt, Amundi Asset Management, Carol Geremia, President of MFS Institutional Advisors, Inc., MFS Investment Management, Alexandra Carter, Author, Negotiation Trainer, Clinical Professor of Law, Columbia Law School,
- Host: Cecelia Clarke, Wealth Sales Director, Sun Life Global Investments
- Duration: 3 hours
- CE Credit(s): Pending approval
Here’s what you’ll learn:
- A market update from Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc.
- Christine Tan and Esther Law shine light on the economy and emerging markets
- Oricia Smith and Carol Geremia discuss how diversity and inclusion are at the heart of the culture of MFS and Sun Life Global Investments
- Our keynote speaker, Professor Alexandra Carter shares several powerful tools to help professionals negotiate and proactively steer relationships
Sun Life Global Investments Webcast Series: U.S. Equities - Primed for growth?
- Original Airdate: December 9, 2021
- Accreditation expiry date: December 9, 2022
- Speaker: Nicolas Paul, Institutional Portfolio Manager, from MFS Investment Management
- Host: Cameron Hawlik, Wealth Sales Director, Sun Life Global Investments
- Duration: 1 hour
- CE Credit(s): Pending approval
Here’s what you’ll learn:
- Large and mid-cap growth opportunities in the U.S.
- How MFS stays focused on what drives asset prices – especially now
- Areas poised for long-term, sustainable growth
- Why MFS is avoiding “concept” stocks and multiple expansion stories
- How MFS’s research gives an advantage as stocks progress from mid to large cap
Introducing: Sun Life MFS Diversified Strategies
- Original Airdate: October 26, 2021
- Accreditation expiry date: October 26, 2022
- Speaker: Robert M. Almeida, Global Investment Strategist, MFS Investment Management
- Host: Loredana Cappellano, Wealth Sales Director, Sun Life Global Investments and Michael Brown, Wealth Sales Director, Sun Life Global Investments
- Duration: 1 hours
- CE Credit(s): Pending approval
Here’s what you’ll learn:
- A capital market update from Robert M. Almeida, Global Investment Strategist and Portfolio Manager at MFS Investment Management
- A look into MFS’ Investment Process and how it may benefit your Clients’
- Our Wealth Sales Team highlight our new suite of low-fee guaranteed options from our prestigious sub-advisor MFS Investment Management
- An in depth look at our five distinct strategies, each specifically designed to offer unique blends of investment funds
FAQ
How long will it take to get my CE Credits for an event I attended?
Distribution of CE Credits can take 8 to 10 weeks after you’ve completed your test.
How many credits are each event worth?
Credit amount will vary from each event. Each province will also distribute differently.
How do I know which events I should/can attend?
If you have questions about your CE credit status or which event you should attend, email the Wealth Distribution Team.
*CE credits are pending approval.
SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs).
© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2021. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. All rights reserved.