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SUN LIFE FINANCIAL INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 04 October 2026.

21Reported items
275Asset managers
2,752Fund votes
2024-05-09Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore SUN LIFE FINANCIAL INC. in the interactive database Compare manager voting policies

How asset managers voted at the SUN LIFE FINANCIAL INC. 2023-2024 meeting

Each item below shows how the 275 asset managers that disclosed a SUN LIFE FINANCIAL INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of SUN LIFE FINANCIAL INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Non-Binding Advisory Vote on Approach to Executive Compensation

COMPENSATION

Combines 3 wordings of this item as funds reported it.

99.5% fund support · no official result

FOR 99.5%

The 192 asset managers below cast 99.5% of the shares they voted on this item FOR (25,580,753 for, 112,640 against).

FOR: 25,580,753 (99.6%)AGAINST: 112,640 (0.4%)UNKNOWN: 71 (0.0%)

Largest asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Against	Vote
1832 Asset Management L.P.	10,520,742	0	For
SCOTIA CAPITAL INC.	3,358,628	0	For
JPMorgan	2,068,354	0	For
LETKO, BROSSEAU & ASSOCIATES INC	1,941,058	0	For
Northern Trust	1,517,761	8,525	For
Value Partners Investments Inc.	1,268,184	0	For
Cardinal Capital Management, Inc.	778,933	0	For
Fiera Capital Corp	745,423	0	For
AGF MANAGEMENT LTD	666,372	0	For
Clark Capital Management Group, Inc.	566,207	0	For
Korea Investment CORP	494,127	0	For
JARISLOWSKY, FRASER Ltd	247,551	0	For
Onex Canada Asset Management Inc.	106,610	0	For
John Hancock	104,105	0	For
MOTCO	98,721	0	For
NATIONAL BANK TRUST INC.	93,504	0	For
One Capital Management, LLC	84,264	0	For
Bridge Builder Trust	71,224	0	For
ENVESTNET ASSET MANAGEMENT INC	71,048	0	For
Lorne Steinberg Wealth Management Inc.	0	65,568	Against
Ninepoint Partners LP	58,717	0	For
MERITAGE PORTFOLIO MANAGEMENT	49,430	0	For
Principal	46,000	0	For
K.J. Harrison & Partners Inc	43,104	0	For
Ativo Capital Management LLC	39,080	0	For

Showing the 25 largest of 192 asset managers. See all 192 in the interactive database.

2. ELECTION OF DIRECTOR: ASHOK K. GUPTA

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: ASHOK K. GUPTA” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

3. ELECTION OF DIRECTOR: DEEPAK CHOPRA

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: DEEPAK CHOPRA” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

4. ELECTION OF DIRECTOR: HELEN M. MALLOVY HICKS

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: HELEN M. MALLOVY HICKS” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

5. ELECTION OF DIRECTOR: JOSEPH M. NATALE

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: JOSEPH M. NATALE” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

6. ELECTION OF DIRECTOR: KEVIN D. STRAIN

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: KEVIN D. STRAIN” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

7. ELECTION OF DIRECTOR: LAURIE G. HYLTON

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: LAURIE G. HYLTON” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

8. ELECTION OF DIRECTOR: M. MARIANNE HARRIS

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: M. MARIANNE HARRIS” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

9. ELECTION OF DIRECTOR: MARIE-LUCIE MORIN

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: MARIE-LUCIE MORIN” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

10. ELECTION OF DIRECTOR: SCOTT F. POWERS

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.8%

The 75 asset managers below cast 99.9% of the shares they voted on this item FOR (38,242,335 for, 15,738 against).

FOR: 38,242,335 (99.9%)AGAINST: 15,738 (0.0%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: SCOTT F. POWERS” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

11. ELECTION OF DIRECTOR: STEPHANIE L. COYLES

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 75 asset managers below cast 100% of the shares they voted on this item FOR (38,258,073 for, 0 against).

FOR: 38,258,073 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: STEPHANIE L. COYLES” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
JPMorgan	2,061,253	For
Charles Schwab	1,562,431	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	318,474	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
Russell Investments	140,553	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
SEI	120,304	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Hartford	79,726	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For

Showing the 25 largest of 75 asset managers. See all 75 in the interactive database.

12. Advisory Vote on Executive Compensation Approach

COMPENSATION

Combines 2 wordings of this item as funds reported it.

97% fund support · no official result

FOR 97%

The 62 asset managers below cast 97% of the shares they voted on this item FOR (47,719,340 for, 1,654,374 against).

FOR: 47,719,340 (96.6%)AGAINST: 1,654,374 (3.4%)

Largest asset managers voting on “Advisory Vote on Executive Compensation Approach” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	14,793,626	0	For
Desjardins Global Asset Management Inc.	11,216,736	0	For
Fidelity	5,095,777	0	For
T. Rowe Price	4,813,449	0	For
BlackRock	3,103,401	0	For
JPMorgan	2,284,247	0	For
NORDEA INVESTMENT MANAGEMENT AB	0	1,654,374	Against
Dimensional	1,135,351	0	For
First Trust	1,125,757	0	For
State Street	826,556	0	For
TIAA	747,175	0	For
PIONEER EQUITY INCOME FUND	396,087	0	For
Prudential/PGIM	279,074	0	For
MONTRUSCO BOLTON INVESTMENTS INC.	228,220	0	For
GMO	173,492	0	For
Invesco	160,148	0	For
Franklin Templeton	149,080	0	For
STEWARD FUNDS, INC.	125,049	0	For
Lattice Strategies Trust	124,830	0	For
American Century	115,843	0	For
Victory Capital	87,729	0	For
AIG/SunAmerica	65,002	0	For
Six Circles Trust	60,837	0	For
HC CAPITAL TRUST	56,552	0	For
Northern Trust	52,959	0	For

Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.

13. ELECTION OF DIRECTOR: DAVID H. Y. HO

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 99.9%

The 62 asset managers below cast 100% of the shares they voted on this item FOR (34,182,333 for, 0 against).

FOR: 34,182,333 (99.9%)ABSTAIN: 26,421 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: DAVID H. Y. HO” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	279,074	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
American Century	115,843	For
John Hancock	104,105	For
Victory Capital	87,729	For
Bridge Builder Trust	71,224	For
AIG/SunAmerica	65,002	For
Six Circles Trust	60,837	For
HC CAPITAL TRUST	56,552	For
Northern Trust	52,959	For
Pioneer Series Trust IV	49,393	For
Principal	46,000	For

Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.

14. Ratify Deloitte LLP as Auditors

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (33,882,288 for, 0 against).

FOR: 33,882,288 (100.0%)ABSTAIN: 15,700 (0.0%)

Largest asset managers voting on “Ratify Deloitte LLP as Auditors” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Vanguard	14,793,626	For
Fidelity	5,095,777	For
T. Rowe Price	4,813,449	For
BlackRock	3,103,401	For
Dimensional	1,135,351	For
First Trust	1,125,757	For
State Street	826,556	For
TIAA	747,175	For
PIONEER EQUITY INCOME FUND	396,087	For
Prudential/PGIM	279,074	For
GMO	173,492	For
Invesco	160,148	For
Franklin Templeton	149,080	For
STEWARD FUNDS, INC.	125,049	For
Lattice Strategies Trust	124,830	For
American Century	115,843	For
Victory Capital	87,729	For
AIG/SunAmerica	65,002	For
Six Circles Trust	60,837	For
HC CAPITAL TRUST	56,552	For
Northern Trust	52,959	For
Pioneer Series Trust IV	49,393	For
Goldman Sachs	37,094	For
Calvert	33,586	For
PRAXIS MUTUAL FUNDS	31,004	For

Showing the 25 largest of 54 asset managers. See all 54 in the interactive database.

15. APPOINTMENT OF DELOITTE LLP AS AUDITOR

AUDIT-RELATED

98% fund support · no official result

FOR 98%

The 17 asset managers below cast 98% of the shares they voted on this item FOR (2,364,213 for, 42,159 against).

FOR: 2,364,213 (98.2%)AGAINST: 42,159 (1.8%)

Largest asset managers voting on “APPOINTMENT OF DELOITTE LLP AS AUDITOR” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Against	Vote
JPMorgan	2,061,253	0	For
John Hancock	104,105	0	For
Bridge Builder Trust	71,224	0	For
Principal	46,000	0	For
ETF Series Solutions	35,515	0	For
GREEN CENTURY FUNDS	0	26,421	Against
Jackson National	23,817	0	For
Innovator ETFs Trust	0	15,738	Against
Allianz	8,448	0	For
Pacer Funds Trust	5,340	0	For
HOWLAND CAPITAL MANAGEMENT LLC	2,805	0	For
WILSHIRE MUTUAL FUNDS INC	2,600	0	For
CITY NATIONAL ROCHDALE FUNDS	1,406	0	For
GPS Funds I	1,085	0	For
Berkeley Capital Partners, LLC	400	0	For
Advisor Managed Portfolios	167	0	For
ADVISORS SERIES TRUST	48	0	For

16. Advisory Vote to Ratify Named Executive Officers' Compensation

COMPENSATION

99.9% fund support · no official result

FOR 99.9%

The 14 asset managers below cast 99.9% of the shares they voted on this item FOR (20,838,730 for, 1,788 against).

FOR: 20,838,730 (100.0%)AGAINST: 1,788 (0.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Against	Vote
TD ASSET MANAGEMENT INC	18,323,977	0	For
Charles Schwab	1,562,431	0	For
Regime de rentes du Mouvement Desjardins	290,695	0	For
Triasima Portfolio Management inc.	218,610	460	For
Russell Investments	140,553	0	For
SEI	120,304	0	For
Hartford	79,726	0	For
Prudential/PGIM	39,400	0	For
Mercer Funds	22,300	0	For
Financiere des Professionnels - Fonds d,investissement inc.	18,963	0	For
IMPAX FUNDS SERIES TRUST III	11,764	0	For
Brighthouse	6,861	0	For
Union Investment Privatfonds GmbH	3,146	0	For
Genus Capital Management Inc.	0	1,328	Against

17. Appointment of Auditor

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 8 asset managers below cast 100% of the shares they voted on this item FOR (1,983,339 for, 0 against).

FOR: 1,983,339 (100.0%)

Largest asset managers voting on “Appointment of Auditor” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Charles Schwab	1,562,431	For
Russell Investments	140,553	For
SEI	120,304	For
Hartford	79,726	For
Prudential/PGIM	39,400	For
Mercer Funds	22,300	For
IMPAX FUNDS SERIES TRUST III	11,764	For
Brighthouse	6,861	For

18. Elect David H. Y. Ho

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 8 asset managers below cast 100% of the shares they voted on this item FOR (1,983,339 for, 0 against).

FOR: 1,983,339 (100.0%)

Largest asset managers voting on “Elect David H. Y. Ho” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
Charles Schwab	1,562,431	For
Russell Investments	140,553	For
SEI	120,304	For
Hartford	79,726	For
Prudential/PGIM	39,400	For
Mercer Funds	22,300	For
IMPAX FUNDS SERIES TRUST III	11,764	For
Brighthouse	6,861	For

19. DIRECTOR: David H. Y. Ho

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 6 asset managers below cast 100% of the shares they voted on this item FOR (2,092,031 for, 0 against).

FOR: 2,092,031 (100.0%)

Largest asset managers voting on “DIRECTOR: David H. Y. Ho” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Vote
JPMorgan	2,061,253	For
Jackson National	23,817	For
Pacer Funds Trust	5,340	For
CITY NATIONAL ROCHDALE FUNDS	1,406	For
Advisor Managed Portfolios	167	For
ADVISORS SERIES TRUST	48	For

20. 14A Executive Compensation

COMPENSATION

60% fund support · no official result

FOR 60%AGAINST 40%

The 4 asset managers below cast 60% of the shares they voted on this item FOR (3,721 for, 2,500 against).

FOR: 3,721 (59.8%)AGAINST: 2,500 (40.2%)

Largest asset managers voting on “14A Executive Compensation” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Against	Vote
GRIMES & COMPANY, INC.	3,309	0	For
Heathbridge Capital Management Ltd.	0	2,500	Against
Penobscot Investment Management Company, Inc.	312	0	For
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	100	0	For

21. DIRECTOR

OTHER

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (7,205 for, 0 against).

FOR: 7,205 (100.0%)

Largest asset managers voting on “DIRECTOR” at SUN LIFE FINANCIAL INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Berkeley Capital Partners, LLC	4,400	0	0	0	For
HOWLAND CAPITAL MANAGEMENT LLC	2,805	0	0	0	For

Largest SUN LIFE FINANCIAL INC. shareholders voting in 2023-2024

Ranked by the number of SUN LIFE FINANCIAL INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting.

Top SUN LIFE FINANCIAL INC. shareholders by shares voted, 2023-2024
#	Asset manager	Shares voted
1	1832 Asset Management L.P.	10,520,742
2	SCOTIA CAPITAL INC.	3,358,628
3	JPMorgan	2,068,354
4	LETKO, BROSSEAU & ASSOCIATES INC	1,941,058
5	Northern Trust	1,526,286
6	Value Partners Investments Inc.	1,268,184
7	Cardinal Capital Management, Inc.	778,933
8	Fiera Capital Corp	745,423
9	AGF MANAGEMENT LTD	666,372
10	Clark Capital Management Group, Inc.	566,207

Shown as share counts, not percentages: no shares-outstanding figure has been matched to SUN LIFE FINANCIAL INC. for the 2023-2024 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At SUN LIFE FINANCIAL INC.'s shareholder meeting held 2024-05-09, in the 2023-2024 proxy season, 275 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,752 separate fund positions. Their filings are grouped here into 21 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Non-Binding Advisory Vote on Approach to Executive Compensation — the reporting funds cast 99.5% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

SUN LIFE FINANCIAL INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.