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SUN LIFE FINANCIAL INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 02 October 2026.

23Reported items
288Asset managers
2,598Fund votes
2025-05-08Meeting 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. 2024-2025 meeting

Each item below shows how the 288 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

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.8% fund support · no official result

FOR 99.8%

The 207 asset managers below cast 99.8% of the shares they voted on this item FOR (56,266,567 for, 105,373 against).

FOR: 56,266,567 (99.8%)AGAINST: 105,373 (0.2%)

Largest asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Against	Vote
BlackRock	32,527,287	0	For
1832 Asset Management L.P.	10,418,447	0	For
SCOTIA CAPITAL INC.	3,388,052	0	For
JPMorgan	2,050,847	0	For
LETKO, BROSSEAU & ASSOCIATES INC	1,623,523	0	For
Value Partners Investments Inc.	1,121,175	0	For
Cardinal Capital Management, Inc.	1,117,466	0	For
Northern Trust	857,887	0	For
Fiera Capital Corp	749,478	0	For
AGF MANAGEMENT LTD	649,001	0	For
Korea Investment CORP	352,363	0	For
Six Circles Trust	143,596	0	For
NATIONAL BANK TRUST INC.	102,643	0	For
John Hancock	95,479	0	For
One Capital Management, LLC	83,974	0	For
JARISLOWSKY, FRASER Ltd	79,459	0	For
MOTCO	76,950	0	For
MERITAGE PORTFOLIO MANAGEMENT	73,383	0	For
National Bank Financial Inc.	50,075	21,079	For
Lorne Steinberg Wealth Management Inc.	0	69,873	Against
Ninepoint Partners LP	50,682	0	For
Ativo Capital Management LLC	43,030	0	For
Natixis	41,031	0	For
MASTER INVESTMENT PORTFOLIO	38,798	0	For
ETF Series Solutions	27,628	0	For

Showing the 25 largest of 207 asset managers. See all 207 in the interactive database.

2. ELECTION OF DIRECTOR: ASHOK K. GUPTA

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: ASHOK K. GUPTA” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

3. ELECTION OF DIRECTOR: DEEPAK CHOPRA

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: DEEPAK CHOPRA” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

4. ELECTION OF DIRECTOR: HELEN M. MALLOVY HICKS

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: HELEN M. MALLOVY HICKS” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

5. ELECTION OF DIRECTOR: JOSEPH M. NATALE

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: JOSEPH M. NATALE” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

6. ELECTION OF DIRECTOR: KEVIN D. STRAIN

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: KEVIN D. STRAIN” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

7. ELECTION OF DIRECTOR: LAURIE G. HYLTON

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: LAURIE G. HYLTON” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

8. ELECTION OF DIRECTOR: MARIE-LUCIE MORIN

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: MARIE-LUCIE MORIN” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

9. ELECTION OF DIRECTOR: PATRICK P. F. CRONIN

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: PATRICK P. F. CRONIN” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

10. ELECTION OF DIRECTOR: SCOTT F. POWERS

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: SCOTT F. POWERS” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

11. ELECTION OF DIRECTOR: STACEY A. MADGE

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: STACEY A. MADGE” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

12. ELECTION OF DIRECTOR: STEPHANIE L. COYLES

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 68 asset managers below cast 99.9% of the shares they voted on this item FOR (34,516,849 for, 20,862 against).

FOR: 34,516,849 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: STEPHANIE L. COYLES” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,615,483	For
Fidelity	6,067,885	For
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Dimensional	1,964,635	For
Charles Schwab	1,607,374	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
Hartford	183,965	For
American Century	178,709	For
GMO	161,231	For
Russell Investments	144,152	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
IMPAX FUNDS SERIES TRUST III	121,050	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
SEI	81,800	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For

Showing the 25 largest of 68 asset managers. See all 68 in the interactive database.

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

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 52 asset managers below cast 99.9% of the shares they voted on this item FOR (26,751,861 for, 20,862 against).

FOR: 26,751,861 (99.9%)AGAINST: 20,862 (0.1%)

Largest asset managers voting on “ELECTION OF DIRECTOR: DAVID H. Y. HO” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,174,554	For
Fidelity	6,067,885	For
Dimensional	1,964,635	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
American Century	178,709	For
GMO	161,231	For
Six Circles Trust	143,596	For
Franklin Templeton	121,475	For
John Hancock	95,479	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For
Calvert	33,946	For
Pacific Life	30,593	For
PRAXIS FUNDS	28,402	For
ETF Series Solutions	27,628	For
Goldman Sachs	24,798	For
2023 ETF Series Trust II	23,453	For
BNY Mellon	21,984	For

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

14. Advisory Vote on Executive Compensation Approach

COMPENSATION

Meeting held 2025-05-08; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 50 asset managers below cast 100% of the shares they voted on this item FOR (34,427,662 for, 0 against).

FOR: 34,427,662 (100.0%)

Largest asset managers voting on “Advisory Vote on Executive Compensation Approach” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Vanguard	15,174,554	For
Fidelity	6,067,885	For
JPMorgan	2,339,064	For
Desjardins Global Asset Management Inc.	2,190,595	For
Dimensional	1,964,635	For
NORDEA INVESTMENT MANAGEMENT AB	1,747,674	For
APG Asset Management US Inc.	1,350,075	For
State Street	847,914	For
First Trust	753,212	For
TIAA	404,285	For
MONTRUSCO BOLTON INVESTMENTS INC.	322,043	For
American Century	178,709	For
GMO	161,231	For
Franklin Templeton	121,475	For
STEWARD FUNDS, INC.	91,776	For
Victory Capital	91,629	For
Lattice Strategies Trust	72,711	For
AQR	68,429	For
OLD WESTBURY FUNDS INC	67,900	For
HC CAPITAL TRUST	55,067	For
Northern Trust	42,620	For
Calvert	33,946	For
Pacific Life	30,593	For
PRAXIS FUNDS	28,402	For
CIDEL ASSET MANAGEMENT INC	27,266	For

Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.

15. Ratify Deloitte LLP as Auditors

AUDIT-RELATED

Meeting held 2025-05-08; no official results are on file for this meeting.

100% fund support · no official result

FOR 99.9%

The 42 asset managers below cast 100% of the shares they voted on this item FOR (26,434,097 for, 0 against).

FOR: 26,434,097 (99.9%)ABSTAIN: 15,700 (0.1%)

Largest asset managers voting on “Ratify Deloitte LLP as Auditors” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	15,174,554	0	For
Fidelity	6,067,885	0	For
Dimensional	1,964,635	0	For
State Street	847,914	0	For
First Trust	753,212	0	For
TIAA	404,285	0	For
American Century	178,709	0	For
GMO	161,231	0	For
Franklin Templeton	121,475	0	For
STEWARD FUNDS, INC.	91,776	0	For
Victory Capital	91,629	0	For
Lattice Strategies Trust	72,711	0	For
AQR	68,429	0	For
OLD WESTBURY FUNDS INC	67,900	0	For
HC CAPITAL TRUST	55,067	0	For
Northern Trust	42,620	0	For
Calvert	33,946	0	For
Pacific Life	30,593	0	For
PRAXIS FUNDS	28,402	0	For
Goldman Sachs	24,798	0	For
2023 ETF Series Trust II	23,453	0	For
BNY Mellon	21,984	0	For
Lincoln Financial	21,732	0	For
Equitable	0	15,700	Abstain
Brinker Capital Destinations Trust	10,776	0	For

Showing the 25 largest of 42 asset managers. See all 42 in the interactive database.

16. APPOINTMENT OF DELOITTE LLP AS AUDITOR

AUDIT-RELATED

Meeting held 2025-05-08; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 20 asset managers below cast 100% of the shares they voted on this item FOR (5,494,710 for, 0 against).

FOR: 5,494,710 (100.0%)

Largest asset managers voting on “APPOINTMENT OF DELOITTE LLP AS AUDITOR” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
Six Circles Trust	143,596	For
John Hancock	95,479	For
MASTER INVESTMENT PORTFOLIO	38,798	For
ETF Series Solutions	27,628	For
Harbor ETF Trust	21,534	For
GREEN CENTURY FUNDS	20,862	For
Jackson National	13,329	For
Allianz	10,632	For
Investment Managers Series Trust II	8,452	For
Forethought Variable Insurance Trust	7,421	For
Bridge Builder Trust	6,171	For
Pacer Funds Trust	5,029	For
RBB FUND, INC.	2,753	For
WILSHIRE MUTUAL FUNDS INC	1,600	For
CITY NATIONAL ROCHDALE FUNDS	1,373	For
GPS Funds I	1,085	For
ADVISORS SERIES TRUST	48	For
RBB Fund Trust	15	For

17. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-08; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 19 asset managers below cast 99.9% of the shares they voted on this item FOR (20,518,331 for, 1 against).

FOR: 20,518,331 (100.0%)AGAINST: 1 (0.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Against	Vote
TD ASSET MANAGEMENT INC	15,751,158	0	For
TD Waterhouse Canada Inc.	2,124,284	0	For
Charles Schwab	1,607,374	0	For
Vanguard	440,929	0	For
Hartford	183,965	0	For
Russell Investments	144,152	0	For
IMPAX FUNDS SERIES TRUST III	121,050	0	For
SEI	81,800	0	For
Regime de rentes du Mouvement Desjardins	37,887	0	For
New York Life	11,719	0	For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	5,776	0	For
Union Investment Privatfonds GmbH	2,840	0	For
Brighthouse	2,215	0	For
BEACON INVESTMENT ADVISORY SERVICES, INC.	1,450	0	For
LOUISBOURG INVESTMENTS INC.	992	0	For
SIERRA SUMMIT ADVISORS LLC	700	0	For
FAYEZ SAROFIM & CO	40	0	For
Genus Capital Management Inc.	0	1	Against
Beutel, Goodman & Co Ltd.	0	0	--

18. DIRECTOR: DAVID H. Y. HO

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 10 asset managers below cast 100% of the shares they voted on this item FOR (5,171,784 for, 0 against).

FOR: 5,171,784 (100.0%)

Largest asset managers voting on “DIRECTOR: DAVID H. Y. HO” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
BlackRock	3,038,058	For
JPMorgan	2,050,847	For
MASTER INVESTMENT PORTFOLIO	38,798	For
Harbor ETF Trust	21,534	For
Jackson National	13,329	For
Pacer Funds Trust	5,029	For
RBB FUND, INC.	2,753	For
CITY NATIONAL ROCHDALE FUNDS	1,373	For
ADVISORS SERIES TRUST	48	For
RBB Fund Trust	15	For

19. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-08; no official results are on file for this meeting.

4% fund support · no official result

AGAINST 95%

The 9 asset managers below cast 4% of the shares they voted on this item FOR (10,997 for, 233,669 against).

FOR: 10,997 (4.5%)AGAINST: 233,669 (95.5%)NOT VOTED: 108 (0.0%)

Largest asset managers voting on “14A Executive Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Against	Vote
Vancity Investment Management Ltd	0	233,411	Against
Claret Asset Management Corp	9,266	0	For
Gibson Capital, LLC	585	0	For
Ballew Advisors, Inc	541	0	For
VOISARD ASSET MANAGEMENT GROUP, INC.	501	0	For
Focus Partners Wealth	0	258	Against
LEAVELL INVESTMENT MANAGEMENT, INC.	0	0	Not Voted
Baker Avenue Asset Management, LP	81	0	For
PEDDOCK CAPITAL ADVISORS, LLC	23	0	For

20. Appointment of Auditor

AUDIT-RELATED

Meeting held 2025-05-08; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 8 asset managers below cast 100% of the shares they voted on this item FOR (2,593,204 for, 0 against).

FOR: 2,593,204 (100.0%)

Largest asset managers voting on “Appointment of Auditor” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Charles Schwab	1,607,374	For
Vanguard	440,929	For
Hartford	183,965	For
Russell Investments	144,152	For
IMPAX FUNDS SERIES TRUST III	121,050	For
SEI	81,800	For
New York Life	11,719	For
Brighthouse	2,215	For

21. Elect David H. Y. Ho

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 8 asset managers below cast 100% of the shares they voted on this item FOR (2,593,204 for, 0 against).

FOR: 2,593,204 (100.0%)

Largest asset managers voting on “Elect David H. Y. Ho” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Vote
Charles Schwab	1,607,374	For
Vanguard	440,929	For
Hartford	183,965	For
Russell Investments	144,152	For
IMPAX FUNDS SERIES TRUST III	121,050	For
SEI	81,800	For
New York Life	11,719	For
Brighthouse	2,215	For

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

SECTION 14A SAY-ON-PAY VOTES

Reported under meeting date 2025-05-05; no official results on file for that date.

Combines 2 wordings of this item as funds reported it.

97% fund support · no official result

FOR 97%

The 2 asset managers below cast 97% of the shares they voted on this item FOR (29,719 for, 1,000 against).

FOR: 29,719 (96.7%)AGAINST: 1,000 (3.3%)

Largest asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Gold Investment Management Ltd.	29,719	0	0	0	For
KORNITZER CAPITAL MANAGEMENT INC /KS	0	1,000	0	0	Against

23. Director Elections

DIRECTOR ELECTIONS

Meeting held 2025-05-08; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (542 for, 0 against).

FOR: 542 (100.0%)

Largest asset managers voting on “Director Elections” at SUN LIFE FINANCIAL INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Ballew Advisors, Inc	541	0	0	0	For
Members Trust Co	1	0	0	0	For

Largest SUN LIFE FINANCIAL INC. shareholders voting in 2024-2025

Ranked by the number of SUN LIFE FINANCIAL INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting.

Top SUN LIFE FINANCIAL INC. shareholders by shares voted, 2024-2025
#	Asset manager	Shares voted
1	BlackRock	32,527,287
2	1832 Asset Management L.P.	10,418,447
3	SCOTIA CAPITAL INC.	3,388,052
4	JPMorgan	2,050,847
5	LETKO, BROSSEAU & ASSOCIATES INC	1,623,523
6	Value Partners Investments Inc.	1,121,175
7	Cardinal Capital Management, Inc.	1,117,466
8	Northern Trust	857,887
9	Fiera Capital Corp	749,478
10	AGF MANAGEMENT LTD	649,001

Shown as share counts, not percentages: no shares-outstanding figure has been matched to SUN LIFE FINANCIAL INC. for the 2024-2025 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 02 October 2026; a live search always shows the current data.

At SUN LIFE FINANCIAL INC.'s shareholder meeting held 2025-05-08, in the 2024-2025 proxy season, 288 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,598 separate fund positions. Their filings are grouped here into 23 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 99.8% 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 · 2024-2025 (this page) · 2025-2026.