Series of funds will be tailored to higher net worth Canadians
TORONTO, April 1, 2014 /CNW/ - Sun Life Global Investments (Canada) Inc.
today announced the launch of Private Client, a new line of business
designed for those with higher investable assets searching for a fresh
approach to investing. Retail investors can diversify their portfolios
with reduced management fees through Sun Life Global Investments'
access to industry leading sub-advisors.
"The introduction of Private Client is an exciting step in the expansion
of our asset management capabilities," said Rick Headrick, President,
Sun Life Global Investments. "Since the launch in 2010, our business
has grown significantly, despite market fluctuations and economic
challenges. The introduction of Private Client reinforces our
commitment to superior service as well as our promise to provide access
to industry leading portfolio managers."
Led by Cindy Crean, Managing Director, Sun Life Global Investments
Private Client, this new offering provides a range of investment
solutions with an in-house management team that understands the market,
competitive landscape and demand for investment diversification. Crean
has significant experience in the financial services industry,
including financial planning in the high net worth segment, and has
worked with advisors and clients to help them reach their financial
goals through all their life stages.
"It's important to cut through the clutter and offer simple yet
compelling solutions for retail investors in today's market," said
Crean. "Retail investors are looking for competitive solutions to help
them grow their portfolios while managing risk. Our Private Client
offering provides a product suite designed for affluent Canadians who
are looking for more choice and flexibility to invest their assets,
combined with a personal touch."
Sun Life Global Investments delivers access to a comprehensive fund
line-up that brings together both in-house managed solutions and
multiple experienced sub-advisor teams. The sub-advisor platform offers
the unique opportunity for individual investors to broaden their
investments as well as asset classes.
Sun Life Global Investments Private Client lineup consists of 53 Private
Client series funds (Series E and O). Financial advisors can help build
their clients' portfolios through a wide range of multi-manager funds
with a minimum of $100,000 in investable assets.
The new funds will be available through Sun Life Financial advisors,
Mutual Fund Dealers Association (MFDA) and Investment Industry
Regulatory Organization of Canada (IIROC) dealers.
Commissions, trailing commissions, management fees and expenses all may
be associated with mutual fund investments. Please read the prospectus
before investing. Mutual funds are not guaranteed, their values change
frequently and past performance may not be repeated.
About Sun Life Global Investments (Canada) Inc.
Sun Life Global Investments (Canada) Inc. brings together the strength
of one of Canada's most trusted names in financial services with some
of the best asset managers from around the world. With a focus on risk
management, our rigorous selection and monitoring process provides
access to leading asset managers who use insight and innovation to
manage high quality investment solutions for Canadian investors. For
more information, visit www.sunlifeglobalinvestments.com.
About Sun Life Financial
Sun Life Financial is a leading international financial services
organization providing a diverse range of protection and wealth
products and services to individuals and corporate customers. Sun Life
Financial and its partners have operations in key 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, 2013 the
Sun Life Financial group of companies had total assets under management
of $640 billion. For more information, please visit www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and
Philippine (PSE) stock exchanges under the ticker symbol SLF.
Note to Editors: All figures in Canadian dollars.
SOURCE: Sun Life Global Investments (Canada) Inc.
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