Registry of Lobbyists
Version 1 of 69 (2005-08-11 to 2006-01-10) was submitted prior to the Lobbying Act coming into force on July 2, 2008. Due to different information requirements at that time, the registration is presented in the following format.
| Corporation: |
Sun Life Financial Inc. / Financière Sun Life
150 King Street West 4th Floor Toronto, ON M5H 1J9 Canada |
| Telephone number: | 416-979-4875 |
| Fax number: | 416-979-4853 |
| Responsible officer name and position during the period of this registration: | Donald Stewart, Chief Executive Officer |
| Description of activities: | Sun Life Financial is an international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporations, including life, health and disability insurance, pensions, annuities and mutual funds. Sun Life Financial and its partners have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. |
| Parent: | The corporation is not a subsidiary of any other parent corporations. |
| Coalition | The corporation is not a member of a coalition. |
| Subsidiary: |
Clarica Financial Services Inc.
227 King Street South P.O. Box 1601, STN Waterloo Waterloo, ON Canada N2J 4C5 Massachusetts Financial Services Company 500 Boylston Street Boston, MA United States of America 02116-3741 Sun Life Assurance Company of Canada 150 King Street West 4th Floor Toronto, ON Canada M5H 1J9 Sun Life Assurance Company of Canada (U.S.) One Sun Life Executive Park Wellesley Hills, MA United States of America 02481 Sun Life Financial (Hong Kong) Limited One Exchange Square 20th Floor Central, Hong Kong Hong Kong Sun Life Financial Corp. 150 King Street West 4th Floor Toronto, ON Canada M5H 1J9 Sun Life Financial Trust Inc. 227 King Street South P.O. Box 1601, STN Waterloo Waterloo, ON Canada N2J 4C5 Sun Life Financial of Canada UK Limited Matrix House Basing View, Basingstoke Hampshire RG214DZ United Kingdom Sun Life of Canada (Philippines), Inc. 12th Floor, The Enterprise Centre Tower 2 6766 Ayala Avenue cor./Paseo de Roxas Makati City 1229 Philippines |
| Other direct interests | The corporation's activities are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking. |
| Was the corporation funded in whole or in part by any domestic or foreign government institution in the last completed financial year? | No |
| Name: | Thomas Bogart |
| Position title: | Executive Vice President & Chief Legal Officer |
| Public offices held: | Unknown |
| Name: | Paul Derksen |
| Position title: | Executive Vice President & Chief Financial Officer |
| Public offices held: | Unknown |
| Name: | Kevin Dougherty |
| Position title: | President, SLF Canada |
| Public offices held: | Unknown |
| Name: | Michel Leduc |
| Position title: | Vice President, Industry & Government Affairs |
| Public offices held: | Unknown |
| Name: | William Minucci |
| Position title: | Vice President & General Counsel, SLF Canada |
| Public offices held: | Unknown |
| Name: | James Prieur |
| Position title: | President & Chief Operating Officer |
| Public offices held: | Unknown |
| Federal departments or organizations which have been or will be communicated with during the course of the undertaking: | Canadian International Development Agency (CIDA), Canadian International Trade Tribunal (CITT), Citizenship and Immigration Canada, Competition Tribunal (CT), Finance Canada (FIN), Foreign Affairs and International Trade Canada (DFAITC), Health Canada (HC), Industry Canada, Justice Canada (JC), Members of both Houses of Parliament and staff, Office of the Information and Privacy Commissioner (OIPC), Office of the Superintendent of Financial Institutions, Privy Council Office (PCO), Revenue Canada (RC), Treasury Board Of Canada Secretariat (TBS) | ||||||||||
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Communication techniques that have been used or are expected to be used in the course of the undertaking:
|
Informal communications, Meetings, Presentations, Telephone calls, Written communications, whether in hard copy or electronic format | ||||||||||
| Subject Matter: Areas of Concern: | Constitutional Issues, Consumer Issues, Financial Institutions, Government Procurement, Health, Industry, International Relations, International Trade, Taxation and Finance | ||||||||||
| Subject Matter: Retrospective: | Public policy matters related to trade, commerce, consumers, investment, ownership, tax, supervision and solvency, health, retirement funding, securities, technology, intellectual property, labour mobility and harmonization, including international trade agreements, corporate governance (federal financial institutions), capital regime for regulated insurance holding companies and non-operating life companies, 2006 review of federal financial services legislation, mergers between large banks and life insurers, restrictions on data across jurisdictions, and withholding tax on cross-border interest. | ||||||||||
| Subject Matter: Prospective: | Public policy matters related to trade, commerce, consumers, investment, ownership, tax, supervision and solvency, health, retirement funding, securities, technology, intellectual property, labour mobility and harmonization, including international trade agreements, corporate governance (federal financial institutions), capital regime for regulated insurance holding companies and non-operating life companies, 2006 review of federal financial services legislation, mergers between large banks and life insurers, restrictions on data across jurisdictions, and withholding tax on cross-border interest. | ||||||||||
Details Regarding the Identified Subject Matter
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This is the responsible officer name as provided in the most recent registration for the corporation or organization.
| Name | From | To |
|---|---|---|
| Sun Life Financial Inc./Financière Sun Life | 2024-05-14 | current |
| Sun Life Financial Inc./Financière Sun Life | 2008-08-13 | 2024-05-14 |
| Responsible Officer Name | From (YYYY-MM-DD) | To (YYYY-MM-DD) |
|---|---|---|
| Kevin Strain | 2021-08-06 | Current |
| Dean Connor | 2011-12-01 | 2021-08-06 |
| Donald Stewart | 2005-08-11 | 2011-12-01 |
Registrants are required to submit a monthly communication report for each oral and arranged communication with a designated public office holder. The name of the most senior paid officer (i.e. the registrant) will appear on all in-house monthly communication reports, whether or not he/she participated in the communication.
Note: Monthly Communication Reports are due on the 15th day of each month for communications that took place in the previous month.
Results below are sorted by posted date, beginning with the most recent.
Registrants are required to submit a monthly communication report for each oral and arranged communication with a designated public office holder. The name of the most senior paid officer (i.e. the registrant) will appear on all in-house monthly communication reports, whether or not he/she participated in the communication.
Note: Monthly Communication Reports are due on the 15th day of each month for communications that took place in the previous month.
Results below are sorted by posted date, beginning with the most recent.