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Sun Life Financial Inc
Sun Life Assurance Co Of Canada
One York Street
Phone: (416) 979-4800p:416 979-4800 TORONTO, ON  M5J 0B6  Canada Ticker: SLFSLF
Business Summary
Sun Life Financial Inc. is an international financial services company. The Company is engaged in providing asset management, wealth, insurance and health solutions to individual and institutional clients. The Company’s segments include Canada, United States (U.S.), Asset Management, Asia, and Corporate. These business segments operate in the financial services industry. The Asset Management business group includes MFS Investment Management and SLC Management business units. Its business types include Wealth & Asset Management, Group-Health & Protection, and Individual-Protection. Its Wealth & Asset Management businesses focus on investment products. Its Group-Health & Protection businesses provide health and protection benefits to employers and government plan members. Its products and services include insurance, investments, financial advice, and asset management. It has operations in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, and others.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes-YesYes

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes--Yes

Industries
SIC Code Description
6311 Life insurance
6399 Insurance carriers, not elsewhere classified
6324 Hospital and medical service plans
6282 Investment advice
6371 Pension, health, and welfare funds
8748 Business consulting services, not elsewhere classified
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Scott F.Powers 65 5/11/2022 10/30/2015
President, Chief Executive Officer, Director Kevin D.Strain 57 8/7/2021 4/15/2012
Chief Financial Officer, Executive Vice President TimothyDeacon 4/8/2024 4/8/2024
12 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
SUN LIFE CAPITAL TRUST
SUN LIFE FINANCIAL GLOBAL FUNDING II, L.P.
SUN LIFE FINANCIAL GLOBAL FUNDING III, L.P.
30 additional Subsidiary records available in full report.

Business Names
Business Name
1924 Capital Management, LLC
3060097 Nova Scotia Company
6324983 Canada Inc.
133 additional Business Names available in full report.

General Information
Number of Employees: 30,941 (As of 12/31/2023)
Outstanding Shares: 575,855,401 (As of 10/25/2024)
Shareholders: 795
Stock Exchange: TSE
Fax Number: (416) 979-9966


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Wednesday, November 20, 2024