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.

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

  • 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

2024 Wealth Series - Bond...global bond: Diversifying your clients portfolio 

  • Original Airdate: October 23, 2024
  • Duration: 1 hour
  • CE Credits: View CE credit eligibility
  • Speaker:
    • Keegan Ashley, Strategist, Business Development, MFS Investment Management
  • Host:
    • Ryan Becker, AVP, Distribution Excellence & Practice Management, 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.

  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

 Oct. 15, 2025 Jul. 9, 2025 Apr. 23, 2025 Mar. 19, 2025 Jan. 8, 2025 Dec. 4, 2024 Oct. 23, 2024

Alberta (AIC)

 1 LA&S 1 L 1 LA&S 0.5 L - 0.5 L 0.5 L

British Columbia (ICBC)

 - - - - - - -

Manitoba (ICM)

 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 0.75 LA&S 1 LA&S 1 LA&S 1 LA&S 1 LA&S 1 LA&S

Quebec (CSF)

 1 G 1G 1 G 1 G 1 G 1 MF/B 1 MF/B

Quebec (IQPF)

 1 SFPA 1 SFPA 1 SFPA 1 SFPA 1 SFPA - 1 SFPA

Saskatchewan (ICS)

 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)

 0.75 PD 1 PD 0.75 PD 0.75 PD 1 PD 0.75 PD 0.75 PD

CIRO, Mutual Fund Division

 1 PD 1 PD 1 PD 1 PD 1 PD 1 PD 1 PD

FP Canada

 1 FP 1 FP 1 FP 1 FP 1 PM 1 FP 1 PK

The Institute (Advocis) – IAFE

 1 G 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

MF/B = Mutual Funds/Brokerage

PersD = Personal Development

PD = Professional Development

PF = Planif. Financière

PM = Practice Management

SFPA = SFPA

PK = Product Knowledge

CE credit FAQs

  1. Choose from the videos on this page from the past year.
  2. 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.
  3. 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.