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: 19

Version 65 of 74 (2023-07-11 to 2023-07-12)

Registration versions:

Version 65 of 74 (2023-07-11 to 2023-07-12)

Lobbying Information

Subject Matters

Budget
Climate
Constitutional Issues
Consumer Issues
Economic Development
Employment and Training
Federal-Provincial Relations
Financial Institutions
Foreign Affairs
Government Procurement
Health
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.

Communication Techniques

Written communication
Oral communication
Grass-roots communication

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)

In-house Corporation Details

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.

Responsible officer name and position during the period of this registration

Kevin Strain, President & 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

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

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, 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, 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, Government and Regulatory Affairs | No public offices held

Sun Life Financial Inc./Financière Sun Life

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

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
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
Policy Advisor Finance Canada, Minister's Office	January 2007 to October 2009	October 3, 2009

Date Modified:: 2025-03-07

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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 65 of 74 (2023-07-11 to 2023-07-12)

Version 65 of 74 (2023-07-11 to 2023-07-12)

Subject Matters

Subject Matter Details

Grant, Contribution or Other Financial Benefit, Policies or Program

Legislative Proposal, Bill or Resolution

Policies or Program

Regulation

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