Registration - Organization

Sun Life Financial Inc. / Kevin Strain, President & Chief Executive Officer

Registration Information

Organization name: Sun Life Financial Inc.
Senior Officer Name: Kevin Strain, President & Chief Executive Officer
Senior Officer Change History
Initial registration start date: 2021-06-15
Registration status: Active
Projected end date: No date provided
Registration number: 8134-4229

Associated Lobbying Activity Reports

Total number of Lobbying Activity Reports: 16

Lobbying Activity Reports - last 6 months: 0

Version 9 of 16 (2022-10-14 to 2023-01-09)

Registration versions:

Version 9 of 16 (2022-10-14 to 2023-01-09)

Lobbying Information

Subject Matter of the Lobbying Activities

Details Regarding the Identified Subject Matter

Will any of the lobbyists listed within this registration arrange a meeting between a public office holder and any other individual for the purpose of attempting to influence any of the matters listed below:

Yes

Specific Topics of Lobbying Communications	Intended Outcomes	Associated Subject Matters
Engage with public office holders regarding enhancing prescription drug affordability and accessibility, virtual care, prescription drugs, mental health, health care, COVID-19, dental care, research and development, privacy, pensions, capital accumulation plans, and retirement security.	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of the Legislative Assembly Introduction, amendment, passage or defeat of any Bill or resolution in or before the Legislative Assembly Development or enactment of any regulation, including the enactment of a regulation for the purposes of amending or repealing a regulation Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity Awarding, amendment or termination of any contract, grant or financial benefit by or on behalf of the government of British Columbia or a Provincial entity	Finances and Budgets, Financial Institutions, Health, Mental Health and Addictions, Privacy, Senior Citizens, Taxation and Finance

BC Ministries/Provincial Entities

Citizens' Services
Finance
Health
Jobs, Economic Recovery and Innovation
Labour
Member(s) of the BC Legislative Assembly
Mental Health and Addictions
Social Development and Poverty Reduction

Organization Details

Senior Officer Name and Position during the Period of this Registration

Kevin Strain, President & Chief Executive Officer

Organization Contact Information

Sun Life Financial Inc.

Address:
1 York St
Toronto, ON M5J 0B6
Canada

Telephone number: 416-979-9966

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 March 31, 2021, Sun Life had total assets under management of $1,304 billion.

Gifts or benefits provided by the organization

Gifts or Benefits Provided to Public Officer Holders
Name	Gift or Benefit Description	Circumstance	Date Promised	Value Promised	Date Given	Value Given
No Records

Contributors to the Lobbying Activity

No person or organization contributed over $1000CDN, within the preceding 12 months, toward the lobbying activity on behalf of the organization that has a direct interest in the outcome of the lobbying activity.

Government Funding in the Last 12 Months

No government funding was requested or received within the preceding 12 months.

Coalition Members Information

Sun Life Financial Inc. is not a coalition member.

Affiliates with a Direct Interest in the Outcome

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 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

Other Persons or Organizations with Direct Interests

The activities of Sun Life Financial Inc. are not controlled or directed by another person or organization with a direct interest in the outcome of this undertaking.

Lobbyists Details

Lobbyists Employed by this Organization

Lobbyist

Contributions

Jessica Brcko
Subscribes to a Code of Conduct: Yes
Former Public Office Holder in BC: No

Lobbied a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization on or after 2020-09-21 and before 2024-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Victor Gomez
Subscribes to a Code of Conduct: Yes
Former Public Office Holder in BC: No

Lobbied a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization on or after 2020-09-21 and before 2024-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Marianne Nguyen
Subscribes to a Code of Conduct: Yes
Former Public Office Holder in BC: No

Lobbied a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization on or after 2020-09-21 and before 2024-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Ali Salam
Subscribes to a Code of Conduct: Yes
Former Public Office Holder in BC: No

Lobbied a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization on or after 2020-09-21 and before 2024-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Sun Life Financial Inc.

Name change history

Name change history
Name	From	To
Sun Life Financial Inc.	2021-06-15	current

Sun Life Financial Inc.

Senior Officer History
Senior Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Kevin Strain	2021-08-06	Current
Dean Connor	2021-06-15	2021-08-06

Kevin Strain, President & Chief Executive Officer (Organization)

Learn more...

Designated Filers are required to submit a Lobbying Activity Report for each lobbying activity with a senior public officer holder. The name of the most senior paid officer (i.e. the designated filer) will appear on all in-house Lobbying Activity Reports, whether or not he/she participated in the activity.

Note: Lobbying Activity Reports are due on the 15^th day of each month for lobbying activities that took place in the previous month.

Results below are sorted by posted date, beginning with the most recent.

Results 1-16 of 16

Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Tim Renneberg, Chief of Staff | Labour
Lobbying Activity date: 2023-12-12
Lobbyists who performed the lobbying activity: Alyx Holland
Posted date: 2024-01-12
Lobbying Activity number: 4229-31850 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Joy Tcheng, Vice President, Supervision | BC Financial Services Authority
Lobbying Activity date: 2023-10-18
Lobbyists who performed the lobbying activity: Alyx Holland
Posted date: 2023-11-13
Lobbying Activity number: 4229-30041 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Anne Vavrik, Manager, Strategic Outreach and Stake... | Office of the Premier
Lobbying Activity date: 2023-10-17
Lobbyists who performed the lobbying activity: Alyx Holland
Posted date: 2023-11-13
Lobbying Activity number: 4229-30039 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Emma Murray, Executive Assistant | Finance
- Sarah Bailey, Ministerial Advisor | Finance
Lobbying Activity date: 2023-10-17
Lobbyists who performed the lobbying activity: Alyx Holland
Posted date: 2023-11-13
Lobbying Activity number: 4229-30038 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Michael Tanner, Executive Director | Labour
Lobbying Activity date: 2023-10-16
Lobbyists who performed the lobbying activity: Alyx Holland
Posted date: 2023-11-13
Lobbying Activity number: 4229-30037 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Kelly Czmielewski, Director, Adult Mental Health Policy | Mental Health and Addictions
Lobbying Activity date: 2022-10-14
Lobbyists who performed the lobbying activity: Marianne Nguyen
Posted date: 2022-11-14
Lobbying Activity number: 4229-21976 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Cynthia Callahan-Maureen, Director, Pensions and Commercial | Finance
Lobbying Activity date: 2022-10-14
Lobbyists who performed the lobbying activity: Marianne Nguyen
Posted date: 2022-11-14
Lobbying Activity number: 4229-21975 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Michael Tanner, Executive Director, Labour Policy and Legislation | Labour
Lobbying Activity date: 2022-10-14
Lobbyists who performed the lobbying activity: Marianne Nguyen
Posted date: 2022-11-14
Lobbying Activity number: 4229-21974 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Mitch Moneo, Assistant Deputy Minister, Pharmaceutical, Laboratory and Blood Services Division | Health
Lobbying Activity date: 2022-06-24
Lobbyists who performed the lobbying activity: Jessica Brcko
Posted date: 2022-07-11
Lobbying Activity number: 4229-19583 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Mitch Moneo, Assistant Deputy Minister | Health
Lobbying Activity date: 2022-06-24
Lobbyists who performed the lobbying activity: Jessica Brcko
Posted date: 2022-07-11
Lobbying Activity number: 4229-19582 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Mitch Moneo, Assistant Deputy Minister | Health
Lobbying Activity date: 2022-04-12
Lobbyists who performed the lobbying activity: Jessica Brcko
Posted date: 2022-05-11
Lobbying Activity number: 4229-18196 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Lauren Montgomery, Ministerial Advisor | Finance
Lobbying Activity date: 2022-04-12
Lobbyists who performed the lobbying activity: Jessica Brcko
Posted date: 2022-05-11
Lobbying Activity number: 4229-18195 (amended from 4229-18194) View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Alex MacDonald, Senior Ministerial Advisor | Health
Lobbying Activity date: 2022-04-12
Lobbyists who performed the lobbying activity: Jessica Brcko
Posted date: 2022-05-11
Lobbying Activity number: 4229-18193 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Sachin Sundhu, Executive Assistant | Jobs, Economic Recovery and Innovation
Lobbying Activity date: 2022-04-12
Lobbyists who performed the lobbying activity: Jessica Brcko
Posted date: 2022-05-11
Lobbying Activity number: 4229-18192 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Eric Peters, Ministerial Advisor | Finance
Lobbying Activity date: 2021-07-21
Lobbyists who performed the lobbying activity: Ali Salam, Jessica Brcko
Posted date: 2021-08-04
Lobbying Activity number: 4229-11577 View Lobbying Activity Report
Sun Life Financial Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Alex MacDonald, Senior Ministerial Advisor | Health
Lobbying Activity date: 2021-06-15
Lobbyists who performed the lobbying activity: Jessica Brcko
Posted date: 2021-06-17
Lobbying Activity number: 4229-10505 View Lobbying Activity Report

Date Modified:: 2024-11-13

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www.lobbyistsregistrar.bc.ca

Registration - Organization

Sun Life Financial Inc. / Kevin Strain, President & Chief Executive Officer

Registration Information

Associated Lobbying Activity Reports

Version 9 of 16 (2022-10-14 to 2023-01-09)

Version 9 of 16 (2022-10-14 to 2023-01-09)

Details Regarding the Identified Subject Matter

BC Ministries/Provincial Entities

Senior Officer Name and Position during the Period of this Registration

Organization Contact Information

Description of Activities

Gifts or benefits provided by the organization

Contributors to the Lobbying Activity

Government Funding in the Last 12 Months

Coalition Members Information

Affiliates with a Direct Interest in the Outcome

Other Persons or Organizations with Direct Interests