Earn CE credits anytime, anywhere
Watch recorded events and earn CE credits on your schedule.
On-demand events
CE credit certificate delivery: 7-10 days for approved events; 6-8 weeks if pending. For full details, see our CE credit FAQs.
- Original Airdate: March 11, 2026
- Duration: 1 hour
- Speakers:
- Derek Kreimes, Senior Strategist, Investment Product Specialist, MFS Investment Management
- Jim Fallon, Quantitative Portfolio Manager, MFS Investment Management
Duration: 1 hour
CE Credit(s): Pending assessment
2026 Outlook Webcast
- Original Airdate: January 7, 2026
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- Speakers:
- Chhad Aul, Chief Investment Officer & Head of Multi Asset Solutions, SLGI Asset Management Inc.
- Christine Tan, Portfolio Manager, SLGI Asset Management Inc.
- Host:
- Badan Fong, Associate Portfolio Manager, Sun Life Global Investments
Wealth Series: Segregated Fund Structures
- Original Airdate: November 26, 2025
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- Speakers:
- François Bernier, Director, Advanced Planning, Sun Life Global Investments
- Loredana Cappellano, Wealth Sales Director, Sun Life Global Investments
- Host:
- Sal Ammirato, VP, Head of Retail Distribution & Channel Strategy, Sun Life Global Investments
Wealth Series - Total Cost Reporting: Navigating the New Regulatory Landscape
- Original Airdate: October 15, 2025
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- Speakers:
- Vida Mascarenhas, Chief Compliance Officer, SLGI Asset Management Inc.
- Andrew Melnychuk, AVP, Governance & Risk Management, Sun Life Global Investments
- Ryan Becker, AVP, Distribution Excellence & Practice Management, Sun Life Global Investments
- Host:
- Sal Ammirato, VP, Head of Retail Distribution & Channel Strategy, Sun Life Global Investments
2025 Mid-Year Outlook Webcast
- Original Airdate: July 9, 2025
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- Speakers:
- Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions
- Christine Tan, Portfolio Manager at SLGI Asset Management Inc.
- Host:
- Sal Ammirato, VP, Head of Retail Distribution & Channel Strategy, Sun Life Global Investments
Wealth Series - Targeted investment strategies for portfolio diversification
- Original Airdate: April 23, 2025
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- 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
- Resource: Diversification Matters
Wealth Series - Amplify outcomes through portfolio yield and diversification
- Original Airdate: March 19, 2025
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- 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
- Resource: Diversification Matters
2025 Outlook Webcast
- Original Airdate: January 8, 2025
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- 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
Wealth Series - Considerations for portfolio concentration
- Original Airdate: December 4, 2024
- Duration: 1 hour
- CE Credits: View CE credit eligibility
- 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
CE credit eligibility chart
Refer to the chart and corresponding legend below for the type of credit allocated to each event replay.
| 2026 Outlook Webcast | Wealth Series: Segregated Fund Structures | Wealth Series - Total Cost Reporting: Navigating the New Regulatory Landscape | 2025 Mid-Year Outlook | Wealth Series - Targeted investment strategies for portfolio diversification | Wealth Series - Amplify outcomes through portfolio yield and diversifications | 2025 Outlook | Wealth Series - Considerations for portfolio concentration | Wealth Series - Bond...global bond: Diversifying your clients portfolio | |
Airdate |
Jan 7, 2026 | Nov. 26, 2025 | Oct. 15, 2025 | Jul. 9, 2025 | Apr. 23, 2025 | Mar. 19, 2025 | Jan. 8, 2025 | Dec. 4, 2024 | Oct. 23, 2024 |
Alberta (AIC) |
1 L | 1 L | 1 L | 1 L | 1 LA&S | 0.5 L | - | 0.5 L | 0.5 L |
British Columbia (ICBC) |
0.75 LA&S | 1 LA&S | 1 LA&S | - | - | - | - | - | - |
Manitoba (ICM) |
1 LA&S | 1 LA&S | 1 LA&S | 1 LA&S |
1 LA&S | 1 LA&S | 1 LA&S | 1 LA&S | 1 LA&S |
Ontario (FSRA) |
1 LA&S | 1 LA&S | 1 LA&S | 0.75 LA&S | 1 LA&S | 1 LA&S | 1 LA&S | 1 LA&S | 1 LA&S |
Quebec (CSF) |
1 MF/B | 1 I | 1 C | 1G | 1 G | 1 G | 1 G | 1 MF/B | 1 MF/B |
Quebec (IQPF) |
1 SFPA | 1 SFPA | 1 SC | 1 SFPA | 1 SFPA | 1 SFPA | 1 SFPA | - | 1 SFPA |
Saskatchewan (ICS) |
1 LA&S | 1 LA&S | 1 LA&S | 0.75 LA&S | 1 LA&S | 1 LA&S | 1 LA&S | 1 LA&S | 1 LA&S |
CIRO, Investment Dealer Division (Cycle 10) |
1 PD | 0.75 PD | 1 C | 1 PD | 0.75 PD | 0.75 PD | 1 PD | 0.75 PD | 0.75 PD |
CIRO, Mutual Fund Division |
1 PD | 0.75 PD | 1 BC | 1 PD | 1 PD | 1 PD | 1 PD | 1 PD | 1 PD |
FP Canada |
1 FP | 1 FP | 1 FP | 1 FP | 1 FP | 1 FP | 1 PM | 1 FP | 1 PK |
The Institute (Advocis) – IAFE |
1 G | 1 G | 1 E | 0.75 G | 1 G | 1 G | 1 G | 1 G | 1 G |
Legend
FP = Financial Planning
G = General
L = Life
LA&S = Life and A&S
I = Insurance of Persons
MF/B = Mutual Funds/Brokerage
PersD = Personal Development
PD = Professional Development
PF = Planif. Financière
E = Ethics
PM = Practice Management
SFPA = SFPA
PK = Product Knowledge
C = Compliance
BC = Business Conduct
CE credit FAQs
- Choose from the videos on this page from the past year.
- Watch the entire video. Then 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 the quiz for an approved event, your CE credit certificate will be emailed to you within 7-10 business days. For events where CE credits are pending approval, your CE credit certificate may take 6-8 weeks to be emailed to you.
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 one accreditation per event.
The total number of CE credits varies for each event. Each province and professional association distributes CE credits differently. Review the CE credit eligibility chart to see which events offer the type of credits you need.
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.
*CE credits may be pending approval.
Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. all of which are members of the Sun Life group of companies. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. All rights reserved.