Registration - In-house Corporation

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

Registration Information

In-house Corporation name: Sun Life Financial Inc. / Financière Sun Life
Responsible Officer Name: Kevin Strain, President & Chief Executive Officer
Responsible Officer Change History
Initial registration start date: 2005-08-11
Registration status: Active
Registration Number: 949716-5059

Associated Communications

Total Number of Communication Reports: 421

Monthly communication reports in the last 6 months: 10

Version 31 of 74 (2018-09-15 to 2019-03-25)

Registration versions:

Version 31 of 74 (2018-09-15 to 2019-03-25)

Lobbying Information

Subject Matters

Constitutional Issues
Consumer Issues
Financial Institutions
Government Procurement
Health
Industry
Infrastructure
International Relations
International Trade
Pensions
Taxation and Finance

Subject matters added through a monthly communication report

Privacy and Access to Information

Subject Matter Details

Legislative Proposal, Bill or Resolution

Insurance Companies Act, with respect to annual reporting

Policies or Program

New initiative discussion on Canadian Business Growth Fund for small business.

Communication Techniques

Written communication
Oral communication

Government Institutions

Canada Revenue Agency (CRA)
Finance Canada (FIN)
Global Affairs Canada (GAC)
Health Canada (HC)
House of Commons
Infrastructure Canada (INFC)
Innovation, Science and Economic Development Canada (ISED)
Justice Canada (JC)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Safety Canada (PS)
Treasury Board Of Canada Secretariat (TBS)

In-house Corporation Details

Description of activities

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.

Responsible officer name and position during the period of this registration

Dean Connor, Chief Executive Officer

Government funding

No government funding was received during the last completed financial year.

In-house Corporation Contact Information

Address:
1 York Street
Toronto, ON M5J 0B6
Canada

Telephone number: 416-979-9966
Fax number: 416-979-4853

Parent Company Information

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

Subsidiary Beneficiary Information

Massachusetts Financial Services Company
- 111 Huntington Ave.
  Boston, MA 02199
  United States of America
Sun Life Assurance Company of Canada
- 227 King Street South
  Waterloo, ON N2J 4C5
  Canada
Sun Life Assurance Company of Canada (U.S.)
- One Sun Life Executive Park
  Wellesley Hills, MA 02481
  United States of America
Sun Life Financial (Hong Kong) Limited
- 10/F, Sun Life Tower
  The Gateway, 15 Canton Road
  Kowloon, Hong Kong 0000
  Hong Kong
Sun Life Financial Corp.
- 150 King Street West
  4th Floor
  Toronto, ON M5H 1J9
  Canada
Sun Life Financial Distributors (Canada) Inc.
- 227 King Street South
  P.O.Box 1601, STN Waterloo
  Waterloo, ON N2J 4C5
  Canada
Sun Life Financial of Canada UK Limited
- Matrix House
  Basing View, Basingstoke
  Hampshire RG214DZ
  United Kingdom
Sun Life Financial Trust Inc.
- 227 King Street South
  P.O. Box 1601, STN Waterloo
  Waterloo, ON N2J 4C5
  Canada
Sun Life of Canada (Philippines), Inc.
- Sun Life Centre
  5th Avenue cor. Rizal Drive
  Bonifacio Global City, Taguig, Metro Manila 1229
  Philippines

Lobbyists Details

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

Dean Connor, President and Chief Executive Officer, Sun Life Financial | No public offices held
Kevin Dougherty, Executive Vice-President, Innovation and Partnerships | No public offices held
Colm Freyne, Executive Vice President & Chief Risk Officer | No public offices held
Jacques Goulet, President, SLF Canada | No public offices held
Melissa Kennedy, EVP & Chief Legal Officer & Public Affairs | No public offices held
Suzanne Morin, VP and Associate General Counsel, Québec and Enterprise Chief Privacy Officer | No public offices held
Kevin Strain, Executive Vice President & Chief Financial Officer | No public offices held

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

Alanna Boyd, Vice President, Public and Corporate Affairs | Designated public offices held
Victor Gomez, Director, Public Affairs | No public offices held
Laura Hewitt, Assistant Vice President, Government and Regulatory Affairs | Public offices held
Deanna Remenyi, Director, Public Affairs | No public offices held

Sun Life Financial Inc./Financière Sun Life

The following names have been used on or after July 2, 2008

Name	From	To
Sun Life Financial Inc./Financière Sun Life	2008-08-13	current

The following names have been used before July 2, 2008

Sun Life Financial Inc./Financière Sun Life

Sun Life Financial Inc. / Financière Sun Life

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Kevin Strain	2021-08-06	Current
Dean Connor	2011-12-01	2021-08-06
Donald Stewart	2005-08-11	2011-12-01

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
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:: 2025-04-30

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Registration - In-house Corporation

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

Registration Information

Associated Communications

Version 31 of 74 (2018-09-15 to 2019-03-25)

Version 31 of 74 (2018-09-15 to 2019-03-25)

Subject Matters

Subject matters added through a monthly communication report

Subject Matter Details

Legislative Proposal, Bill or Resolution

Policies or Program

Communication Techniques

Government Institutions

Description of activities

Responsible officer name and position during the period of this registration

Government funding

In-house Corporation Contact Information

Parent Company Information

Subsidiary Beneficiary Information

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