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:

Income Roadshow 2024

  • Original Airdate: January 30, 2024
  • Speaker(s):
    • Robert M. Almeida - Global Investment Strategist - MFS Investment Management
    • Sal Ammirato - Head of Wealth Strategy & National Accounts - Sun Life Global Investments
    • Peter Fox - Senior Vice President, Business Development & Client Services - KBI Global Investors
    • Jonathan Hubbard - Managing Director - MFS Investment Management
    • Soami Kohly - Fixed Income Portfolio Manager -MFS Investment Management
    • Christine Tan- Portfolio Manager- SLGI Asset Management Inc.
  • Duration: 3 hour 45 min
  • CE Credit(s): Pending approval

2024 Outlook

  • Original Airdate: January 11, 2024·    
  • Speaker(s):
    • 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): Pending approval

India unleashed: the world’s next economic powerhouse

  • Original Airdate: October 22nd 2023
  • Speaker(s):
    • Vikas Gautam, Chief Executive Officer & Head – International Business Aditya Birla Sun Life Asset Management Company Pte. Ltd
    • Sameer Hassija, Senior Executive Officer, Head – Middle East & Africa, Aditya Birla Sun Life Asset Management Company Pte. Ltd
  • Duration: 1 hour
  • CE Credit(s): Pending approval

 

Here’s what you’ll learn

This educational session will highlight evolving market trends to help you navigate where markets may be headed. Join us and learn from these timely insights to help inform your client conversations.

Going global: What’s ahead for global markets? How to find the opportunities and identify the risks.

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  • Original Airdate: October 18th 2023
  • Speaker(s):
    • Peter Fox, Senior Vice-President, Business Development & Client Services, KBI Global Investors
    • Peter Loncto, Senior Strategist, Investment Product Specialist. MFS Investment Management
  • Moderator: Christine Tan, Portfolio Manager, SLGI Asset Management Inc.
  • Duration: 1 hour

CE Credit(s)

  • Alberta (AIC) 1 Life | Vie
  • British Columbia (ICBC) 1 Life and A&S | Vie/Acc. Maladie
  • Manitoba (ICM) 1 Life and A&S | Vie/Acc. Maladie
  • Ontario (FSRA)  1 Life and A&S | Vie/Acc. Maladie
  • Québec - La Chambre 1 Mutual Funds/ Brokerage | Courtage en épargne collective
  • Québec – IQPF 1 SFPA | PDOM
  • Saskatchewan (ICS) 1 Life and A&S | Vie/Acc. Maladie
  • FP Canada 1 Financial Planning | Planif. Financière
  • IIROC - Cycle 9 0.75 Professional Development | Perfectionnement professionnel
  • MFDA – ACFM 1 Professional Development | Perfectionnement professionnel
  • The Institute (Advocis) 1 General | Générales

Here’s what you’ll learn

Our presenters shared how quality and valuation play such an important role in company selection in both portfolios.  This positioning can be critical in today’s challenging markets. The long-established investment process that both sub-advisors KBI Global Investors and MFS Investment Management bring to the Sun Life KBI Global Dividend Private Pool, and Sun Life MFS Global Growth Fund, have demonstrated value to investors.   

Advanced Retirement Income Planning Roadshow

For access to recordings please reach out to your
Wealth Sales Director

Fixing your fixed income: In today’s interest rate landscape, are bonds still the way to go?

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  • Original Airdate: September 20th 2023
  • Speaker(s):
    • Soami Kohly, Fixed Income Portfolio Manager/Investment Officer at MFS Investment Management
    • Petra Wendroth, Managing Director, Portfolio Manager, Private Fixed Income, SLC Management
  • Duration: 1 hour
  • Moderator: Christine Tan, Portfolio Manager, SLGI Asset Management Inc.

CE Credit(s):
Alberta (AIC)
1  Life | Vie
British Columbia (ICBC) 1 Life and A&S | Vie/Acc. Maladie
Manitoba (ICM) 1 Life and A&S | Vie/Acc. Maladie, Ontario (FSRA) 1 Life and A&S | Vie/Acc. Maladie
Québec - Chambre de la sécurité financière 1 General | Générales,
Québec - Institut Québécois de la Planification Financière DECLINED     
Saskatchewan (ICS)
1 Life and A&S | Vie/Acc. Maladie,
FP Canada 1 Financial Planning | Planif. Financière,
IIROC - Cycle 9 0.75 Professional Development | Perfectionnement professionnel
MFDA - ACFM 1 Professional Development | Perfectionnement professionnel
The Institute (Advocis)  1 General | Générales

Here’s what you’ll learn

The past two years have been dominated by discussion of inflation and rapid increases in interest rates, now that the Bank of Canada has indicated we are near the end but the rates are staying higher, this has strong implications on our view of the macro environment over the next 12 months as we think recession could be still around the corner. In a time of high volatility, active management has the potential downside protection needed to protect your investments.

Thanks for watching! 
Click here to complete your ce credit quiz 

Income Roadshow – Income solutions that pay and protect.

   

 

 

Registration is subject to Dealer approval.

                  

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.