Sun Life Financial overview
Stories about Sun Life Financial

Blueprint: Canada’s next mega-manager, Blackstone’s $2bn take-private, KKR’s Europe shake-up and more
Canada’s Sun Life Financial seizes the spotlight this week, as PERE reveals the insurance giant is embarking on an ambitious expansion of its private markets platform with a familiar face at the helm. Meanwhile, Blackstone unveils its latest take-private target in 155-year-old Hawaiian landlord Alexander & Baldwin; Mubadala and Aldar look to raise a $1bn Gulf-focused fund; KKR loses its European real estate head and taps two to replace him; and more in this week’s digest, exclusively for our valued subscribers.
Sun Life Financial contact information
Offices
Contacts
| Name | Job title | Location | |
|---|---|---|---|
| Key Contact | Job titleSMD, Chief Investment Officer HK & HNW and Head of GA Advisory | LocationToronto, Canada | Email |
Job titleSenior Vice President and Chief Sustainability Officer | LocationToronto, Canada | Email | |
Job titleExecutive Vice-President and Chief Financial Officer | LocationToronto, Canada | Email | |
Job titleChief Financial Officer, Sun Life Asset Management | LocationToronto, Canada | Email | |
Sun Life Financial fund commitments
Known fund commitments: 2
| Fund | Manager | Commitment date | Commitment size |
|---|---|---|---|
Manager | Commitment dateAug 2016 | Commitment size- | |
Manager | Commitment dateApr 2008 | Commitment size | |
Stories that mention Sun Life Financial
Control deals dominated manager M&A in H1 2026
Over 70% of mergers so far this year involved a full or majority purchase, a shift from 2025, a Hodes Weill report found.
Berkshire Global: Real estate M&A sees a temporary changing of the guard
Non-alts buyers are stepping into the breach as large, publicly traded investment managers take a breather, according to Drew Murphy, partner and head of the private markets advisory practice at Berkshire Global Advisors.
BGO seeks ‘deep operating expertise’ with Bell Partners acquisition
Having previously relied on joint ventures with operating partners to drive performance in residential, BGO will leverage these capabilities in-house with Bell, says co-president Amy Price.
Beyond BGO: Sonny Kalsi’s final act
The industry veteran has just agreed to the biggest job of his financial career. He expects it to be his last.
InfraRed to exit real estate business
Majority-owner Sun Life has decided the manager will focus on its bigger Infrastructure business. To that end, InfraRed’s European real estate platform is expected to be sold, while its Asia platform will be merged with Sun Life’s main private real estate business, Bentall GreenOak.
Meet private real estate’s go-to bankers
Berkshire Global Advisors has leveraged a strategic plan and the power of connectivity to become the sought-after M&A advisor in the sector.
5 lessons learned from Bentall GreenOak merger
GreenOak founder Sonny Kalsi and COO Andrew Yoon gave the PERE CFO/COO audience key advice on the M&A process.
Do private real estate M&As work?
While the success rate of such deals can be a point of contention in the industry, several factors can help to determine a transaction’s outcome.