Sun Life Global Investments provides access to leading asset managers who use insight and innovation to manage high quality investment solutions for Canadian investors.

Sun Life Financial

Assistant VP Of Investments

President and CEO

Senior VP and CFO

AVP, Investor Relations

Dialogue raised $32226225 on 2020-07-29 in Series B

Dialogue was founded with the mission to improve wellbeing by reducing barriers to quality care. As the largest and fastest-growing telemedicine company in Canada, Dialogue provides convenient, virtual access to a multidisciplinary team of healthcare professionals for Canadian companies who care. By empowering employees to be proactive about their physical and mental health, businesses can reap the significant benefits associated with happier and healthier employees.

Dialogue

Rise People raised $18738033 on 2018-10-15 in Series A

Rise People, Inc. develops and offers human resources, benefits, and payroll management software solutions. It offers HRIS software solution to maintain company and employee information, including contracts, tax documents, job descriptions, employee data, analytics reports, benefits, and performance evaluations; group benefit insurance plan accessing software; and online payroll platform to settle payroll discrepancies and handle commissions, benefits deductions, bonuses, remittances, and registered retirement savings plan (RRSP) matching. The company's solutions offers tax remittances, compliance, direct deposits, pay stubs, vacation tracking, and benefits administration services. Additionally, it offers RISE lite, a payroll software for small business. Rise People, Inc. was formerly known as PaySavvy Canada Inc. The company was founded in 2011 and is based in Vancouver, Canada.

Rise People

Bowtie Life Insurance Company raised $30000000 on 2018-12-19 in Series A

Bowtie is an authorized virtual insurance company that meets the same high standards that customers and Insurance Authority expect of traditional insurers. Backed by Sun Life and leading international investors, Bowtie offers commission-free Voluntary Health Insurance Scheme (VHIS) Standard Plan. Stay up to date at www.bowtie.com.hk.

Bowtie

Sun Life Financial acquires Crescent Capital Group on 2020-10-21 for $338000000

Crescent Capital Group LP, an SEC-registered investment adviser, is headquartered in Los Angeles with offices in Boston, London and New York. With approximately 60 investment professionals, the firm invests at all levels of the capital structure, with a significant focus on below investment grade credit through strategies that invest in senior bank loans, high yield debt, mezzanine debt, distressed debt and other private debt securities. As of June 30, 2013, Crescent Capital Group manages approximately $13 billion in assets, with a relatively equal split between marketable securities and proprietary closed-end private investment partnerships.

Crescent Capital Group, LP

Sun Life Financial acquires InfraRed Capital Partners on 2019-12-18 for an undisclosed amount

InfraRed is a global investment manager focused on infrastructure and real estate. Since inception over 25 years ago, InfraRed has launched 15 funds, including two companies listed on the London Stock Exchange: HICL Infrastructure Company Limited and The Renewables Infrastructure Group.

InfraRed Capital Partners

Sun Life Financial acquires Ryan Labs Asset Management on 2015-01-29 for an undisclosed amount

Ryan Labs Asset Management offers actively managed fixed income separate account vehicles to institutional investors. Their diversified, disciplined, and structured investment process is employed versus popular market indexes as well as custom liability indexes.
 
Ryan Labs Asset Management has specialized in managing fixed income portfolios tailored to the unique duration needs of institutional clients since 1988. Their strategies include Liability Driven Investing (LDI) strategies managed versus a Custom Liability Index, as well as enhanced market strategies managed against traditional fixed income benchmarks. In 1991, Ryan Labs became the first asset manager to create and manage a bond portfolio versus a daily Custom Liability Index® consistent with FAS 158 accounting standards

Ryan Labs Asset Management Inc.

Sun Life Financial acquires Maxwell Health on 2018-06-04 for an undisclosed amount

Maxwell Health provides an SaaS-enabled online benefits service that provides information about health care and insurers. It offers information on various insurance products, such as medical, dental, vision, life, disability, voluntary benefits, workers' compensation, COBRA administration, and HRA/HSA/FSA setup. Maxwell Health has a strategic relationship with NetSuite Inc. The company was founded in 2012 and is based in New York, New York with an additional office in Cambridge, Massachusetts. As of June 4, 2018, Maxwell Health operates as a subsidiary of Sun Life Financial United States.

Maxwell Health

Sun Life Financial acquires PinnacleCare on 2021-04-23 for an undisclosed amount

PinnacleCare International, LLC provides health advisory services for individuals, advisors, businesses, and employees in the United States. The company offers various solutions, including private health advisor, universal medical record, second opinions, medical emergencies, eldercare, healthy living, and memberships. It provides clients that access to the medical and research resources that they need to solve their healthcare challenges. PinnacleCare International, LLC was incorporated in 2000 and is based in Baltimore, Maryland.

PinnacleCare International, LLC

Bowtie Life Insurance Company raised $22600000 on 2021-10-19 in Series B

Rise People raised $11331359 on 2020-02-01 in Series A

Sun Life acquires DentaQuest on 2021-10-03 for $2475000000

DentaQuest Group, Inc. provides dental benefits administration and management solutions to members in the United States. The company was formerly known as DentaQuest, Inc. DentaQuest Group, Inc. was founded in 2001 and is based in Boston, Massachusetts.

DentaQuest Group, Inc.

Collective Health raised $280000000 on 2021-05-04 in Series F

Collective Health gives companies a smarter alternative to traditional health insurance. Through a cloud-based, integrated health benefits platform, the company enables self-insured employers to get more out of their healthcare investment while taking better care of their people. 

Collective Health has seen exponential traction in the $1.2 trillion employer-sponsored insurance market -- its membership has grown by 500x in just three sales cycles. Currently, the company covers 70,000 employee and dependent lives across 15 employers; clients include Activision Blizzard, Crossfit, eBay, Palantir and Red Bull.  

For more information, visit https://www.collectivehealth.com.

Collective Health

Sun Life Financial acquires Assurant Employee Benefits on 2016-03-01 for an undisclosed amount

Assurant Employee Benefits, a part of Assurant, Inc.(NYSE: AIZ), is a provider of employee benefit insurance products. The company offers a wide range of employer-paid and employee-paid (voluntary) products, tailor-made for small to mid-size businesses including disability, life and AD&D, dental and reinsurance management services.

Assurant Employee Benefits

Sun Life Global Investments acquires Excel Funds Management on 2017-09-07 for an undisclosed amount

Excel Funds Management Inc. is a privately owned investment manager. The firm primarily provides its services to financial advisors. It launches and manages equity mutual funds for its clients. The firm also manages fixed income and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. Excel Funds Management Inc. was founded in 1996 and is based in Mississauga, Canada with an additional office in Montreal, Canada. As of September 30, 2017, Excel Funds Management Inc. operates as a subsidiary of Sun Life Global Investments (Canada) Inc. As of January 2, 2018, Excel Funds Management Inc. operates as a subsidiary of Sun Life Global Investments (Canada) Inc..

Excel Funds Management

Maxwell Health raised $22500000 on 2016-03-21 in Series C

Collective Health raised $110000000 on 2018-02-28 in Series D

Worknowledge raised $2500000 on 2001-09-19 in Series B

Worknowledge a provider of human capital development and e-learning solutions.