Sun Life’s investment dealer continues to grow

Sun Life has been part of the Canadian financial services landscape since 1865, but it’s their new investment dealer, Sun Life Canada Securities Inc. (SLCSI), that’s making significant strides and gaining the attention of advisors across the country.

Supported by Sun Life’s robust infrastructure and sophisticated services, the dealer provides a competitive offering and tailored succession planning framework that attracts advisors looking for long-term stability and growth opportunities.

Led by industry professionals

SLCSI has attracted top talent from some of Canada’s largest wealth dealers, all of whom bring considerable experience in operations, technology and product development — positioning the new dealer to operate among the best.

Leading SLCSI is Jack Mastromattei, an industry veteran with an entrepreneurial mindset and a proven track record of building independent dealers. His leadership, combined with the diverse expertise of the team, creates a strong foundation for SLCSI’s growth and success.

Shaping the future of client service

Blake Griffith, Investment Advisor, SLCSI and leader of Calgary-based firm Griffith & Associates Wealth Management, has been serving families, business owners and executives since 2007. He sees the move to SLCSI as an opportunity to shape the future of client service.

“Being one of the first trailblazers on Sun Life’s new securities platform means setting the standard, influencing innovation and gaining a competitive edge from day one,” Griffith explains. “Clients continue to receive the same high level of personalized service and advice they’ve always trusted us for — but now, through the new securities platform, they also benefit from a wider range of investment options and enhanced technology that make managing their wealth even more seamless and sophisticated.”

Embracing innovation and empowering women

Jennifer Walden, Investment Advisor, SLCSI, based in Cochrane, Alberta, was drawn to SLCSI for its expanded investment options. “It was important to me that we have the versatility this securities platform provides,” she says. “Going forward, we have the flexibility to incorporate additional cost-effective solutions without compromising the tailored wealth planning experience that clients have come to expect from my team.”

Walden’s success with SLCSI aligns with Sun Life’s broader commitment to supporting women in finance. Sun Life understands the importance of diversity in the industry and with the guidance of leaders such as Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, is actively creating opportunities for women to excel in this space. This aligns with the growing demand for female advisors and the unique perspectives they bring to client relationships.

A transition that pays off

Both Griffith and Walden report that the transition to SLCSI has been largely positive, with strong support from the Sun Life ecosystem. Clients have been receptive to the changes, appreciating the wider range of investment options and enhanced technology for managing their wealth.

As SLCSI’s growing success permeates the industry, it’s prompted interest from advisors outside of Sun Life. Mike McGann, Senior Investment Advisor, SLCSI, from Ottawa, recently made the decision to partner with SLCSI after attending a Sun Life seminar and realizing the platform’s potential to add value to his business.

“I decided that a move would let me capitalize on this new opportunity,” he says. “I’m happy to vertically integrate my practice with a leading-edge firm and the investment solutions they offer.

We’re now able to provide a complete holistic wealth solution to our clients. Several of them are already involved in our wealth planning platform, and they now understand the reason why we moved firms.”

A brighter future in wealth management

As SLCSI continues to grow and refine its offerings, it’s well-positioned to become a major player in the Canadian securities landscape. By combining top industry talent and leading advisors with Sun Life’s robust infrastructure, SLCSI offers unique value for both advisors and clients. It also complements the investment options provided through Sun Life’s mutual fund dealer, Sun Life Financial Investment Services (Canada) Inc.

The success of early adopters like Griffith, Walden and McGann serves as a testament to the platform’s potential, paving the way for future growth and innovation in wealth management services. As more advisors recognize the benefits of SLCSI’s comprehensive approach, Sun Life’s investment dealer is poised for continued success in the years to come.

Sun Life has been part of the Canadian landscape since 1865 and is a leading provider of full-service personal life and health insurance, investment products, and group benefits and group retirement services. Whether you’re a new or well-established advisor, discover how Sun Life can benefit your practice.