Growth potential Sun Life operates in multiple geographies including Canada, the US, UK, Hong Kong, Philippines, Indonesia and more, with a large workforce and extensive advisor network, presenting cross-border insurance and wealth management upsell opportunities and advisory partnerships.

Digital leverage Existing tech stack includes IBM Cognos Analytics, Apache Kafka, DBT, Amazon SageMaker, IBM SPSS, ChatGPT, ADP and Miro, signaling readiness for advanced analytics, AI-driven underwriting, personalized customer journeys, and automated operations to improve efficiency and targeting.

Investor relations Recent leadership additions to the investor relations function and strong EPS growth projections create openings for strategic financial products, institutional partnerships, and enhanced ESG or sustainability-linked offerings tailored to the investment community.

Employee health focus Launch of Disability with Health Navigator and a large employer-focused benefits platform indicate demand for workplace health and wellness solutions, care navigation, and value-added services for corporate clients and broker networks.

Infrastructure expansion Significant planned infrastructure investment signals a need for financing, project management, risk assessment and related advisory services, offering targeting opportunities for insurance-backed financing, capital solutions, and partnerships with institutional investors.