Institutional Business Team
As Head of Institutional Business for Sun Life Global Investments, Anne Meloche is responsible for developing the strategy for our institutional business. Anne leads the national institutional sales team, who work with plan sponsors, consultants and advisors to educate and promote SLGI’s innovative solutions for group retirement platforms. Anne is also an active member of the Sun Life Financial Quebec Leadership Team.
After joining Sun Life Global Investments in 2012, Anne advanced through a number of senior positions. She has been responsible for building and growing our institutional business in Quebec and Atlantic Canada, and more recently leading our business development and client servicing nationally.
Anne joined Sun Life Global Investments from a large consulting firm in Montreal where she worked for almost 15 years. As Partner, her main responsibilities were managing the DC business for Eastern Canada operations and providing advice to large private and public sector organizations sponsoring DC plans on all aspects related to implementation, management and oversight.
Anne holds a Bachelor of Mathematics from Concordia University and is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries.
David Charland is Director, Business Development and Relationship Management. Based in Montreal, David is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Quebec and Atlantic Canada.
David has worked in the investment and group retirement savings industry for over 15 years. He joined Sun Life in 2013 as a Client Relationship Executive in Group Retirement Services. He actively participated in delivering the Quebec strategy, bring onboard some of their largest clients. He later worked as a GRS Retirement Strategist collaborating with his business development colleagues across the country to champion income-focused solutions. Prior to joining Sun Life, David held multiple business development, actuarial and consulting roles with a leading insurance company and an investment consulting firm.
David holds a Bachelor of Science (BSc) in Actuarial Mathematics from Concordia University. He is also an Associate of the Society of Actuaries (ASA) and of the Canadian Institute of Actuaries (ACIA).
Clark Steffy is Director, Business Development and Relationship Management. Based in Toronto, Clark is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Ontario.
Clark has worked in the investment and group retirement savings industry for over 20 years. Prior to joining Sun Life Global Investments in 2017, Clark was Regional Vice-President of Sales, Ontario, Atlantic and Western Canada at iA Financial Group and was responsible for sales in Group Savings and Retirement, including the promotion of investment products to DB plans. He has also had similar roles at Manulife and Canada Life. Clark has been involved in the Canadian defined contribution industry as a conference speaker and has authored articles in pension and investment magazines.
Clark has an Honours BBA from Brock University and an MBA from McMaster University.
James Wells is Director, Business Development and Relationship Management. Based in Vancouver, James is responsible for further developing and building new relationships for the firm’s growing institutional asset management business in Western Canada.
James moved to Vancouver from the UK in 2001. Over the past 10 years, James has worked in the investment and group retirement savings industry covering both the Canadian and the U.S markets. Before joining Sun Life Global Investments in 2018, James was an Investment Consultant and Principal at a large consulting firm responsible for designing and monitoring investment structures, and implementing governance strategies for DC plans. Prior to this, James worked at Industrial Alliance and was responsible for business development in Group Retirement Savings, which included the promotion of investment products to DB plans.
James holds a BA from the University of Wales and is a Chartered Investment Manager (CIM®).
iCanadian Institutional Investment Network’s fall 2019 Top 40 money managers survey.
iiGroup Retirement Savings and Pensions Report – Canada, 2018, Strategic Insight. Number one in terms of assets invested in target date funds with actively managed components.
*All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.