As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments.

Private Client

There will be changes to Sun Life Private Client Pricing starting in November 2020

We have announced changes to our fees and management fee reduction schedule that will be effective November 1, 2020.

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Fee advantages for large accounts

Clients that invest $100,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction.

A variety of options

Choose from a range of eligible Sun Life Global Investments mutual funds or Sun Life GIFs segregated funds to meet your investment needs at every stage of your life.

Automatic enrolment

Once you reach a $100,000 market value in aggregate eligible mutual funds or in eligible units in Sun Life GIFs contracts, you will automatically qualify for management fee reductions which increase as your portfolio grows.

Get started now

Talk to your advisor to learn more about the advantages of Sun Life Global Investments Private Client Pricing.

Advisors, sign in to access the advisor brochure and management fee reduction schedule.

Sun Life Global Investments is the trade name of SLGI Asset Management Inc. and The Sun Life Assurance Company of Canada. SLGI Asset Management Inc. is the manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. The Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, annuities and insurance contracts containing Sun Life segregated funds.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life group of companies. 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.