- Life and health insurance
- Wealth business
- Sun Life Global Investments
- Sales and marketing
- December 19, 2018
- An update on RESP transfer formsAn updated registered education savings plan (RESP) transfer form is available now.
- July 19, 2018
Excel integration: Welcoming new clients to SLGI
The integration of Excel Funds into Sun Life Global Investments is complete, and we are excited to welcome former Excel clients to the SLGI family. In early August, we will be sending these new clients a letter along with their quarterly statements to welcome them to SLGI, and share important resources and exciting news.
- July 05, 2018
Important updates on Excel integration and SLGI Connect
The integration of Excel Funds into Sun Life Global Investments (SLGI) is complete. We are excited to welcome former Excel clients to the SLGI family. During the week of July 16, 2018, we'll be sending these new clients a letter to welcome them to SLGI, and share important resources and exciting news.
- May 24, 2018
Excel application forms to be replaced with SLGI version as of June 1, 2018
As of June 1, 2018, application forms for Excel Funds will be replaced with Sun Life Global Investments application forms. Excel application forms will be accepted up until July 31, 2018. As of August 1, 2018, only SLGI application forms will be accepted.
- March 29, 2018
Changes to Private Client pricing effective March 28
Last year, we announced that we would be making reductions to management fees in the Private Client program. This announcement was made as part of a press release issued in December. The Private Client pricing changes are now in effect, starting Wednesday, March 28, 2018.