Did you miss any of our webcasts or virtual events?

Earn CE credits and stay on track!

Education is important. View Sun Life Global Investments' entire suite of CE accredited recorded events to help you learn more about our robust product lineup, in one convenient location.

Library of event video replays:

Wealth Series - Targeted investment strategies for portfolio diversification

  • Original Airdate: April 23, 2025
  • Speakers:  
    • Derek Beaulieu-Kreimes, Senior Strategist, Investment Product Specialist, MFS Investment Management 
    • Peter Loncto, Senior Strategist, Investment Product Specialist, MFS Investment Management 
    • Gary Hampton, Senior Strategist, Investment Product Specialist, MFS Investment Management 
  • Host:
    • Sal Ammirato, VP, Head of Retail Distribution & Channel Strategy, Sun Life Global Investments
  • Duration: 1 hour
  • Resource: Diversification Matters

CE Credit(s): 

  • Alberta (AIC) | 1 Life
  • British Columbia (ICBC) 1 Life
  • Manitoba (ICM) 1 Life | Life and A&S
  • Financial Services Regulatory Authority - Ontario (FSRA) 1 Life and A&S
  • Quebec - Chambre de la sécurité financière 1 General
  • Quebec - Institut de Planification Financière – SFPA
  • Saskatchewan (ICS) 1 Life and A&S
  • CIRO, Investment Dealer Division (Cycle 10) 0.75 Professional Development
  • CIRO, Mutual Fund Division 1 Planif. Financière
  • FP Canada 1 Financial Planning
  • The Institute (Advocis) – IAFE 1 General

Wealth Series - Amplify Outcomes Through Portfolio Yield and Diversification

  • Original Airdate: March 19, 2025
  • Speakers:  
    • Rob Almeida, Global Investment Strategist, Portfolio Manager, MFS Investment Management Inc.
    • Randall Malcolm, Senior Managing Director, Portfolio Manager, Canadian Public Fixed Income, SLC Investment Management Inc.
  • Host:
    • Sal Ammirato, VP, Head of Retail Distribution & Channel Strategy, Sun Life Global Investments
  • Duration: 1 hour
  • Resource: Diversification Matters

CE Credit(s): 

  • Alberta (AIC) | 0.5 Life
  • British Columbia (ICBC) - Declined
  • Manitoba (ICM) 1 Life | Life and A&S
  • Financial Services Regulatory Authority - Ontario (FSRA) 1 Life and A&S
  • Quebec - Chambre de la sécurité financière 1 General
  • Quebec - Institut de Planification Financière – SFPA
  • Saskatchewan (ICS) 1 Life and A&S
  • CIRO, Investment Dealer Division (Cycle 10) 0.75 Professional Development
  • CIRO, Mutual Fund Division 1 Planif. Financière
  • FP Canada 1 Financial Planning
  • The Institute (Advocis) – IAFE 1 General

2025 Outlook

  • Original Airdate: January 8, 2025
  • Speakers:  
    • Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc.
    • Christine Tan, Portfolio Manager, SLGI Asset Management Inc.
  • Host: Oricia Smith, President, SLGI Asset Management Inc. & Senior Vice-President, Investment Solutions, Sun Life Canada
  • Duration: 1 hour

CE Credit(s): 

  • Alberta (AIC) | 1 Life
  • Manitoba (ICM) | 1 Life | Life and A&S
  • Financial Services Regulatory Authority - Ontario (FSRA) | 1 Life and A&S
  • Quebec - Chambre de la sécurité financière | 1 General 
  • Quebec - Institut de Planification Financière | 1 SFPA
  • Saskatchewan (ICS) | 1 Life and A&S
  • CIRO, Investment Dealer Division (Cycle 10) | 1 Professional Development
  • CIRO, Mutual Fund Division | 1 Personal Development
  • FP Canada | 1 Practice Management
  • The Institute (Advocis) – IAFE | 1 General

2024 Wealth Series - Considerations for portfolio concentration

  • Original Airdate: December 4, 2024
  • Speakers:  
    • Derek Beaulieu-Kreimes, Senior Strategist, Investment Product Specialist, MFS Investment Management
    • Scott Edgcomb, Senior Strategist, Investment Product Specialist, MFS Investment Management
    • Gary Hampton, Senior Strategist, Investment Product Specialist, MFS Investment Management
  • Host: Sal Ammirato, VP, Head of Retail Distribution & Channel Strategy, Sun Life Global Investments
  • Duration: 1 hour

CE Credit(s): 

  • Alberta (AIC) | 0.5 Life
  • Manitoba (ICM) | 1 Life | Life and A&S
  • Financial Services Regulatory Authority - Ontario (FSRA) | 1 Life and A&S
  • Quebec - Chambre de la sécurité financière | 1 Mutual Funds/ Brokerage
  • Saskatchewan (ICS) | 1 Life and A&S
  • CIRO, Investment Dealer Division (Cycle 10) | 0.75 Professional Development
  • CIRO, Mutual Fund Division | 1 Professional Development
  • FP Canada | 1 Financial Planning
  • The Institute (Advocis) – IAFE | 1 General

2024 Wealth Series - BOND... GLOBAL BOND: DIVERSIFYING YOUR CLIENTS PORTFOLIO 

  • Original Airdate: October 23, 2024
  • Speaker: Keegan Ashley, Strategist, Business Development, MFS Investment Management
  • Host: Ryan Becker, AVP, Distribution Excellence & Practice Management, Sun Life Global Investments
  • Duration: 1 hour

CE Credit(s): 

  • Alberta (AIC) 1 Life
  • Manitoba (ICM) 1 Life and A&S
  • Financial Services Regulatory Authority - Ontario (FSRA) 1 Life and A&S
  • Quebec - Chambre de la sécurité financière 1 Mutual Funds/ Brokerage
  • Saskatchewan (ICS) 1 Life and A&S
  • CIRO, Investment Dealer Division (Cycle 10) | 0.75 Professional Development
  • CIRO, Mutual Fund Division | 1 Professional Development
  • FP Canada | 1 Financial Planning
  • The Institute (Advocis) – IAFE 1 General

Mid Year Outlook 2024

  • Original Airdate: July 10, 2024
  • Speaker: Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc.
  • Host: Christine Tan, Portfolio Manager, SLGI Asset Management Inc.
  • Duration: 1 hour

CE Credit(s): 

  • Alberta (AIC) 1 Life
  • Manitoba (ICM) 1 Life and A&S
  • Financial Services Regulatory Authority - Ontario (FSRA) 1 Life and A&S
  • Quebec - Chambre de la sécurité financière 1 General
  • Quebec- Institut de Planification Financière 1 SFPA
  • Saskatchewan (ICS) 1 Life and A&S
  • CIRO, Investment Dealer Division (Cycle 10) | 1 Professional Development
  • CIRO, Mutual Fund Division | 1 Professional Development
  • FP Canada | 1 Financial Planning
  • The Institute (Advocis) – IAFE 1 General

Sun Life Segregated Funds Forum: Help clients build a stable future and pass it on

  • Original Airdate: June 11, 2024
  • Speakers:
    • Sogol Onsori. Wealth Sales Director ,Sun Life Global Investments
    • Francois Bernier, Director, Advanced Planning, Sun Life Global Investments
  • Host:  Michael Brown, Regional Vice President, Central Canada, Sun Life Global Investments
    Duration: 1 hour

CE Credit(s):

  • Alberta (AIC) | 0.5 Life
  • British Columbia (ICBC) 1 Life A&S
  • Manitoba (ICM) 1 Life | Life and A&S
  • Financial Services Regulatory Authority - Ontario (FSRA) 1 Life and A&S
  • Quebec - Chambre de la sécurité financière 1 Insurance of persons
  • Saskatchewan (ICS) 1 Life and A&S
  • CIRO, Investment Dealer Division (Cycle 10) 0.75 Professional Development
  • FP Canada 1 Product Knowledge
  • The Institute (Advocis) – IAFE 1 General
For inquiries regarding upcoming events please connect with your Wealth Sale Director.

Insights

Helpful articles, tips and tools for managing your wealth.

                 

FAQ

How do I obtain my CE credits after watching an event video replay?

  1. Choose from a variety of event videos below that we’ve hosted over the course of the year.
  2. 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.
  3. 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. 

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.

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.

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.

*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, 2023. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. All rights reserved.