12-Month Lobbying Summary - In-house Corporation

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Sun Life Financial Inc./Financière Sun Life / Kevin Strain, President & Chief Executive Officer

Registration Summary

Active - Last Updated: 2023-11-02

Who is lobbying?

Sun Life Financial Inc./Financière Sun Life (Address & business activities)

Kevin Strain, President & Chief Executive Officer

Received government funding or funding expected in current financial year

Business Relationships

Sun Life Financial Inc./Financière Sun Life is not a subsidiary of any other parent companies.

Beneficiaries of the Lobbying Activity

Sun Life Financial Inc./Financière Sun Life has the following subsidiaries that could have a direct interest in the outcome of the undertaking

Dialogue Health Technologies Inc./Dialogue Technologies de la santé inc. (Address information)
Massachusetts Financial Services Company (Address information)
Sun Life Assurance Company of Canada (Address information)
Sun Life Assurance Company of Canada (U.S.) (Address information)
Sun Life Financial (Hong Kong) Limited (Address information)
Sun Life Financial Corp. (Address information)
Sun Life Financial Distributors (Canada) Inc. (Address information)
Sun Life Financial of Canada UK Limited (Address information)
Sun Life Financial Trust Inc. (Address information)
Sun Life of Canada (Philippines), Inc. (Address information)

What is being lobbied?

Subject Matters

Budget
Climate
Constitutional Issues
Consumer Issues
Economic Development
Employment and Training
Federal-Provincial Relations
Financial Institutions
Foreign Affairs
Government Procurement
Health
Housing
Industry
Infrastructure
Intellectual Property
International Development
International Relations
International Trade
National Security/Security
Pensions
Privacy and Access to Information
Research and Development
Science and Technology
Taxation and Finance

Subject Matter Details

Grant, Contribution or Other Financial Benefit, Policies or Program

International development - Engage with public officer holders with respect to partnership opportunities regarding sustainable investments that support international development.

Legislative Proposal, Bill or Resolution

Insurance Companies Act, with respect to annual reporting

Policies or Program

Cyber security - Engage with public office holders on how to ensure the safety and integrity of Canada’s insurance industry’s data and technology systems.
Health care - Seeking to raise awareness about prescription drug coverage policy considerations and concerns in context of national universal pharmacare proposals as an association and as a participant in the Together for Better Health organization. Other related initiatives include high cost drugs for rare disease and Patented Medicine Prices Review Board regulations. Other health care policy considerations include encouraging digital health innovation and the pan-Canadian Pharmaceutical Alliance.
National data strategy - Engage with public office holders regarding the health and financial data held by Canada’s insurance and financial services industries.
Open banking - Discuss with public office holders the potential relevance of open banking for Canada’s insurance industry.
Pensions - Engage with public office holders regarding enhancing retirement security for Canadians through retirement planning, public and registered savings and pension plans, and annuities.
Trade - Engage with public office holders on how to best maximize the benefits of Canada’s trade relations for Canada’s insurance industry and the broader economy.

Regulation

Insurance regulation - Engage with public office holders regarding Canada’s financial services and healthcare sectors, including insurance sector regulation.

Who is being lobbied?

Government Institutions

Bank of Canada
Canada Revenue Agency (CRA)
Employment and Social Development Canada (ESDC)
Environment and Climate Change Canada (ECCC)
Export Development Canada (EDC)
Finance Canada (FIN)
Fisheries and Oceans Canada (DFO)
Global Affairs Canada (GAC)
Health Canada (HC)
House of Commons
Infrastructure Canada (INFC)
Innovation, Science and Economic Development Canada (ISED)
Justice Canada (JC)
Natural Resources Canada (NRCan)
Office of the Auditor General of Canada (OAG)
Office of the Privacy Commissioner of Canada (OPC)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Patented Medicine Prices Review Board (PMPRB)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Safety Canada (PS)
Public Services and Procurement Canada (PSPC)
Senate of Canada
Treasury Board Of Canada Secretariat (TBS)

Communication techniques

Communication techniques that have been used or are expected to be used in the course of the undertaking:

Written communication
Oral communication
Grass-roots communication
Arrange one or more meetings

Who are the lobbyists?

Senior Officers whose lobbying activities represent less than 20% of their Duties

Alanna Boyd, Senior Vice President and Chief Sustainability Officer | Designated public offices held
Randy Brown, Chief Investment Officer, Sun Life & Head of Insurance Asset Management, SLC Management | No public offices held
Patricia Callon, Senior Vice-President and General Counsel | No public offices held
Robert Dumas, President and Chief Executive Officer, Sun Life Financial, Quebec | No public offices held
Jacques Goulet, President, SLF Canada | No public offices held
Dave Jones, Senior Vice-President, Group Benefits | No public offices held
Eric Monteiro, Senior Vice-President, Group Retirement Services | No public offices held
Suzanne Morin, VP and Associate General Counsel, Québec and Enterprise Chief Privacy Officer | No public offices held
Kevin Strain, Chief Executive Officer | No public offices held

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Jessica Brcko, Director, Global Government Affairs and Public Policy | No public offices held
Alla Drigola Birk, Director, Global Government Affairs and Public Policy | Public offices held
Victor Gomez, Assistant Vice-President & Head, Corporate & Global, Global Government Affairs and Public Policy | No public offices held
Laura Hewitt, Vice-President & Head, Global Government Affairs and Public Policy | Public offices held
Matthew Seddon, Director, Global Government Affairs and Public Policy | No public offices held

Lobbyists in previous versions
Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties
- Jessica Brcko, Assistant Vice-President, Government and Regulatory Affairs, Canada – Acting | No public offices held
- Alla Drigola Birk, Director, Government and Regulatory Affairs | Public offices held
- Victor Gomez, AVP Government and Regulatory Affairs, Corporate and Global | No public offices held
- Laura Hewitt, Vice President, Government and Regulatory Affairs | Public offices held
- Matthew Seddon, Director, Government and Regulatory Affairs | No public offices held

Registration number: 949716-5059
View all registrations versions

Monthly Communication Reports

What oral and arranged communications have taken place?

What oral and arranged communications have taken place?
Date	DPOH, Position Title \| Government Institution	Subject Matters
2024-03-13	Philippe Dufresne, Privacy Commissioner of Canada Office of the Privacy Commissioner of Canada (OPC)	Privacy and Access to Information
2024-03-12	Marc Chénier, Deputy Commissioner and Senior General Counsel Office of the Privacy Commissioner of Canada (OPC) Isabelle Gervais, Deputy Commissioner, Compliance Office of the Privacy Commissioner of Canada (OPC)	Privacy and Access to Information
2024-02-14	François-Philippe Champagne, Minister of Innovation, Sciences and Economic Development Innovation, Science and Economic Development Canada (ISED) Mary Ng, Minister of Export Promotion, International Trade and Economic Development House of Commons	International Trade
2024-02-13	Sarah MacDonald, Officer Innovation, Science and Economic Development Canada (ISED) Ryan Turnbull, Member of Parliament House of Commons	Science and Technology
2024-02-09	Chrystia Freeland, Deputy Prime Minister and Minister of Intergovernmental Affairs Prime Minister's Office (PMO)	Financial Institutions, Health, International Relations, Taxation and Finance, Foreign Affairs
2024-02-01	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN)	Taxation and Finance
2024-01-25	Yash Nanda, Policy Advisor Finance Canada (FIN)	Health
2024-01-12	Micah Richardson, Deputy Director of Housing Policy \| Office of the Minister of Housing, Infrastructure and Communities, Infrastructure Canada (INFC)	Housing
2023-12-18	Jean-Sebastien Bock, Deputy Chief of Staff \| Office of the Minister of Health, Health Canada (HC) Stephanie Claxton, Policy Advisor Health Canada (HC) Mark Holland, Minister of Health House of Commons Alexandra Maheux, Director of Communications Health Canada (HC)	Health
2023-12-12	Steven Kuhn, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance, Foreign Affairs
2023-12-12	Grahame Johnson, Assistant Deputy Minister, Financial Services Sector Policy Finance Canada (FIN)	Financial Institutions, Health, Taxation and Finance, Infrastructure
2023-12-01	Felipe Alfaro, Policy Advisor to the Minister of Seniors Employment and Social Development Canada (ESDC)	Pensions
2023-11-30	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN) Yash Nanda, Policy Advisor Finance Canada (FIN)	Housing
2023-11-28	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN)	Taxation and Finance
2023-11-28	Melissa Lantsman, Member of Parliament House of Commons	Consumer Issues, Health, Taxation and Finance
2023-11-27	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN) Bud Sambasivam, Deputy Director, Policy \| Office of the Minister of Finance, Finance Canada (FIN)	Taxation and Finance
2023-11-27	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN) Bud Sambasivam, Deputy Director, Policy \| Office of the Minister of Finance, Finance Canada (FIN)	Taxation and Finance
2023-11-24	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN) Bud Sambasivam, Deputy Director, Policy \| Office of the Minister of Finance, Finance Canada (FIN)	Taxation and Finance
2023-11-17	Matthew Jones, Assistant Deputy Minister Health Canada (HC)	Health, Climate
2023-11-08	Philippe Dufresne, Privacy Commissioner of Canada Office of the Privacy Commissioner of Canada (OPC)	Privacy and Access to Information
2023-11-07	Jill Pilgrim, Deputy Director of Policy & Legal Affairs Health Canada (HC)	Health
2023-11-06	Yash Nanda, Policy Advisor Finance Canada (FIN)	Health
2023-11-02	Scott Aitchison, Member of Parliament House of Commons	Climate, Housing
2023-11-02	Paul Halucha, Deputy Secretary to the Cabinet (Clean Growth) Privy Council Office (PCO)	Climate
2023-10-30	Brian Masse, Member of Parliament House of Commons	Privacy and Access to Information
2023-10-24	Anton Lori, Stakeholder Relations Advisor House of Commons Connor MacDonald, Policy Advisor House of Commons	Health
2023-10-24	Alexander Craney, Minister Exempt Staff Employment and Social Development Canada (ESDC)	Health, Pensions
2023-10-24	Julien Brazeau, Associate Assistant Deputy MInister Finance Canada (FIN)	Financial Institutions, Taxation and Finance, Pensions, Budget, Federal-Provincial Relations
2023-10-18	Lynne Rene de Cotret, Associate Assistant Deputy Minister Health Canada (HC) Pamela Eades, Chief of Staff Public Services and Procurement Canada (PSPC) Dr. Stephen Lucas, Deputy Minister Health Canada (HC) Michael Mills, Assistant Deputy Minister, Procurement Public Services and Procurement Canada (PSPC) Amanda Nassrallah, Chief of Staff to the Associate DM Arianne Reza Public Services and Procurement Canada (PSPC) Arianne Reza, Deputy Minister for Public Services and Procurement Canada Public Services and Procurement Canada (PSPC)	Health
2023-10-10	Julien Brazeau, Associate Assistant Deputy MInister Finance Canada (FIN)	Taxation and Finance, Climate
2023-10-06	Leslie Church, Chief of Staff \| Minister's Office, Finance Canada (FIN) Chris Forbes, Deputy Minister Finance Canada (FIN) Chrystia Freeland, Deputy Prime Minister and Minister of Intergovernmental Affairs Prime Minister's Office (PMO) Grahame Johnson, Assistant Deputy Minister, Financial Services Sector Policy Finance Canada (FIN) Bud Sambasivam, Deputy Director, Policy \| Office of the Minister of Finance, Finance Canada (FIN)	Health, Taxation and Finance, Infrastructure, Climate, Foreign Affairs
2023-10-04	Clément Gignac, Senator Senate of Canada	Taxation and Finance, Pensions
2023-09-27	Julien Brazeau, Associate Assistant Deputy MInister Finance Canada (FIN)	Financial Institutions, Taxation and Finance, Climate
2023-09-26	Mark Schaan, Senior Assistant Deputy Minister Innovation, Science and Economic Development Canada (ISED)	Industry, Privacy and Access to Information
2023-07-13	Leslie Church, Chief of Staff \| Minister's Office, Public Services and Procurement Canada (PSPC) Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN) Chrystia Freeland, Deputy Prime Minister and Minister of Intergovernmental Affairs Prime Minister's Office (PMO) Nick Leswick, Associate Deputy Minister Finance Canada (FIN)	Financial Institutions, Health, Taxation and Finance, Infrastructure, Foreign Affairs
2023-06-29	Eddy EP Perez, Senior International Affairs Advisor Environment and Climate Change Canada (ECCC)	Climate
2023-06-27	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN)	Taxation and Finance, Pensions
2023-06-27	Brent Homan, Deputy Commissioner, Compliance Office of the Privacy Commissioner of Canada (OPC) Mark Schaan, Senior Assistant Deputy Minister Innovation, Science and Economic Development Canada (ISED)	Financial Institutions, Privacy and Access to Information
2023-06-26	Brent Homan, Deputy Commissioner, Compliance Office of the Privacy Commissioner of Canada (OPC) Mark Schaan, Senior Assistant Deputy Minister Innovation, Science and Economic Development Canada (ISED)	Financial Institutions, Privacy and Access to Information
2023-06-14	Paul Hershaw, Minister Exempt Staff Employment and Social Development Canada (ESDC)	Taxation and Finance, Pensions
2023-06-13	Joanna Dafoe, Director of Policy Environment and Climate Change Canada (ECCC)	Infrastructure, Climate
2023-06-08	Julien Brazeau, Associate Assistant Deputy MInister Finance Canada (FIN)	Financial Institutions, Taxation and Finance, Climate
2023-06-07	Joanna Dafoe, Director of Policy Environment and Climate Change Canada (ECCC)	Financial Institutions, Climate
2023-06-07	Matthew Jones, Assistant Deputy Minister Health Canada (HC)	Health, Climate
2023-06-02	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN) Nicolas Moreau, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance
2023-05-31	Shawn Driscoll, Stakeholder Relations Advisor House of Commons Angela Tu, Chief Economist House of Commons	Taxation and Finance
2023-05-30	Tony Van Bynen, Member of Parliament House of Commons	Privacy and Access to Information
2023-05-26	Mark Schaan, Senior Assistant Deputy Minister Innovation, Science and Economic Development Canada (ISED)	Privacy and Access to Information
2023-05-24	Iqwinder Gaheer, Member of Parliament House of Commons	Privacy and Access to Information
2023-05-12	Lisa Peterson, Managing Director, Insurance Capital Office of the Superintendent of Financial Institutions Canada (OSFI)	Financial Institutions, Infrastructure
2023-05-04	Ryan Williams, Member of Parliament House of Commons	Privacy and Access to Information
2023-05-01	Colin Deacon, Senator Senate of Canada	Privacy and Access to Information
2023-04-27	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN)	Budget
2023-04-25	John McKay, Member of Parliament House of Commons Julie Miville-Dechêne, Senator Senate of Canada	International Development
2023-04-25	Caroline Séguin , Exempt staff - Director of Outreach and Strategic Initiatives Global Affairs Canada (GAC) Peter Wilkinson, Exempt Staff - Chief of Staff Global Affairs Canada (GAC)	International Trade, Foreign Affairs
2023-04-25	Bianca Hossain, Sr Special Assistant (Policy and Operations) Innovation, Science and Economic Development Canada (ISED) Jocelyne Voisin, Assistant Deputy Minister, Strategic Policy Branch Health Canada (HC)	Health, Federal-Provincial Relations
2023-04-25	Rosa Galvez, Senator Senate of Canada	Climate
2023-04-25	Sophie Chatel, Member of Parliament House of Commons Ryan Turnbull, Member of Parliament House of Commons	Taxation and Finance
2023-04-24	Philippe Dufresne, Privacy Commissioner of Canada Office of the Privacy Commissioner of Canada (OPC)	Privacy and Access to Information
2023-04-24	Ryan Williams, Member of Parliament House of Commons	Consumer Issues, Privacy and Access to Information

View all monthly communication reports

Return to 12-Month Lobbying Activity Search Results

Sun Life Financial Inc. / Financière Sun Life - Address & business activities

Address:

1 York Street
Toronto, ON M5J 0B6
Canada

Telephone number: 416-979-9966

Contact information in previous versions
- 1 York Street
  Toronto, ON M5J 0B6
  Canada
  
  Telephone number: 416-979-9966
  
  Fax number: 416-979-4853
- 150 King Street West
  4th Floor
  Toronto, ON M5H 1J9
  Canada
  
  Telephone number: 416-979-9966
  
  Fax number: 416-979-4853
- 150 King Street West
  4th Floor
  Toronto, ON M5H 1J9
  Canada
  
  Telephone number: 416-979-4875
  
  Fax number: 416-979-4853
- 150 King Street West
  6th Floor
  Toronto, ON M5H 1J9
  Canada
  
  Telephone number: 416-979-4875
  
  Fax number: 416-979-4853

Description of activities:
Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2019, Sun Life had total assets under management of $1,099 billion.

Descriptions of the corporation's activity in previous versions:
- Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2018, Sun Life Financial had total assets under management of $951 billion.
- Sun Life Financial is an international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporations, including life, health and disability insurance, pensions, annuities and mutual funds. Sun Life Financial and its partners have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda.

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Legislative Assistant House of Commons, MP Dianne Watts Office	November 2015 to September 2017	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Director, Public Affairs Export Development Canada, Corporate Affairs	May 2013 to December 2017	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Legislative Assistant House of Commons, MP Dianne Watts Office	November 2015 to September 2017	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Legislative Assistant House of Commons, MP Dianne Watts Office	November 2015 to September 2017	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Policy Advisor Finance Canada, Minister's Office	January 2007 to October 2009	October 3, 2009

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Director, Public Affairs Export Development Canada, Corporate Affairs	May 2013 to December 2017	Not a designated office

Date Modified:: 2024-04-04

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12-Month Lobbying Summary - In-house Corporation

Sun Life Financial Inc./Financière Sun Life / Kevin Strain, President & Chief Executive Officer

Who is lobbying?

Sun Life Financial Inc./Financière Sun Life (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Sun Life Financial Inc./Financière Sun Life has the following subsidiaries that could have a direct interest in the outcome of the undertaking

What is being lobbied?

Subject Matters

Subject Matter Details

Grant, Contribution or Other Financial Benefit, Policies or Program

Legislative Proposal, Bill or Resolution

Policies or Program

Regulation

Who is being lobbied?

Government Institutions

Communication techniques

Who are the lobbyists?

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

What oral and arranged communications have taken place?

12-Month Lobbying Summary - In-house Corporation

Sun Life Financial Inc./Financière Sun Life / Kevin Strain, President & Chief Executive Officer

Sun Life Financial Inc./Financière Sun Life (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Sun Life Financial Inc./Financière Sun Life has the following subsidiaries that could have a direct interest in the outcome of the undertaking

Subject Matters

Subject Matter Details

Grant, Contribution or Other Financial Benefit, Policies or Program

Legislative Proposal, Bill or Resolution

Policies or Program

Regulation

Government Institutions

Communication techniques

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Sun Life Financial Inc. / Financière Sun Life - Address & business activities

Dialogue Health Technologies Inc. / Dialogue Technologies de la santé inc.

Sun Life of Canada (Philippines), Inc.

Sun Life Financial (Hong Kong) Limited

Sun Life Assurance Company of Canada (U.S.)

Sun Life Assurance Company of Canada

Massachusetts Financial Services Company

Sun Life Financial of Canada UK Limited

Sun Life Financial Trust Inc.

Sun Life Financial Distributors (Canada) Inc.

Sun Life Financial Corp.