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Sun Life Financial Inc. 2025-2026 Proxy Voting Records

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

40Reported items
309Asset managers
2,861Fund votes
2026-05-06Meeting 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. 2025-2026 meeting

Each item below shows how the 309 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

Combines 3 wordings of this item as funds reported it.

99.3% fund support · no official result

FOR 99.3%

The 238 asset managers below cast 99.3% of the shares they voted on this item FOR (56,379,539 for, 358,113 against).

FOR: 56,379,539 (99.4%)AGAINST: 358,113 (0.6%)

Largest asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	34,825,811	0	For
1832 Asset Management L.P.	9,157,980	0	For
SCOTIA CAPITAL INC.	3,548,471	0	For
JPMorgan	2,094,951	0	For
Fiera Capital Corp	2,089,999	0	For
Value Partners Investments Inc.	1,125,609	0	For
Cardinal Capital Management, Inc.	1,099,503	0	For
Northern Trust	631,193	0	For
AGF MANAGEMENT LTD	296,462	0	For
Vancity Investment Management Ltd	0	201,870	Against
NATIONAL BANK INVESTMENTS INC.	189,685	0	For
Six Circles Trust	154,324	0	For
Lorne Steinberg Wealth Management Inc.	0	147,223	Against
Korea Investment CORP	117,908	0	For
John Hancock	99,641	0	For
MOTCO	72,216	0	For
One Capital Management, LLC	69,369	0	For
CAPTRUST FINANCIAL ADVISORS	68,388	0	For
Natixis	41,011	0	For
MASTER INVESTMENT PORTFOLIO	34,513	0	For
ETF Series Solutions	33,626	0	For
WELLS FARGO CLEARING SERVICES, LLC	32,973	0	For
Jackson National	30,823	0	For
MidFirst Bank	27,721	0	For
PNC BANK, NATIONAL ASSOCIATION	24,285	146	For

Showing the 25 largest of 238 asset managers. See all 238 in the interactive database.

2. Elect Director Ashok K. Gupta

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Ashok K. Gupta” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

3. Elect Director Deepak Chopra

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Deepak Chopra” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

4. Elect Director Helen M. Mallovy Hicks

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Helen M. Mallovy Hicks” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

5. Elect Director Joseph M. Natale

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Joseph M. Natale” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

6. Elect Director Kevin D. Strain

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Kevin D. Strain” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

7. Elect Director Laurie G. Hylton

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Laurie G. Hylton” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

8. Elect Director Marcia Moffat

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Marcia Moffat” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

9. Elect Director Marie-Lucie Morin

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Marie-Lucie Morin” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

10. Elect Director Patrick P. F. Cronin

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Patrick P. F. Cronin” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

11. Elect Director Scott F. Powers

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Scott F. Powers” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

12. Elect Director Stacey A. Madge

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Stacey A. Madge” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

13. Elect Director Stephanie L. Coyles

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (36,636,524 for, 0 against).

FOR: 36,636,524 (100.0%)

Largest asset managers voting on “Elect Director Stephanie L. Coyles” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,863,604	For
Fidelity	8,019,394	For
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
Charles Schwab	1,751,754	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Hartford	210,134	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
Russell Investments	117,142	For
STEWARD FUNDS, INC.	89,584	For
IMPAX FUNDS SERIES TRUST III	88,591	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Calvert	33,519	For

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

14. Advisory Vote on Executive Compensation Approach

COMPENSATION

100% fund support · no official result

FOR 100%

The 47 asset managers below cast 100% of the shares they voted on this item FOR (32,805,563 for, 0 against).

FOR: 32,805,563 (100.0%)

Largest asset managers voting on “Advisory Vote on Executive Compensation Approach” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,117,591	For
Fidelity	8,019,394	For
NORDEA INVESTMENT MANAGEMENT AB	1,611,074	For
Dimensional	1,581,018	For
APG Asset Management US Inc.	1,179,645	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
MONTRUSCO BOLTON INVESTMENTS INC.	202,564	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
JPMorgan	92,928	For
STEWARD FUNDS, INC.	89,584	For
AQR	76,887	For
Thrivent	50,309	For
Purpose Unlimited Inc.	48,119	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
Calvert	33,519	For
PRAXIS FUNDS	28,402	For
BNY Mellon	28,002	For

Showing the 25 largest of 47 asset managers. See all 47 in the interactive database.

15. Amend Stock Option Plan

COMPENSATION

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 (30,829,535 for, 0 against).

FOR: 30,829,535 (100.0%)ABSTAIN: 108 (0.0%)

Largest asset managers voting on “Amend Stock Option Plan” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,117,591	For
Fidelity	8,019,394	For
Dimensional	1,581,018	For
APG Asset Management US Inc.	1,179,645	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
STEWARD FUNDS, INC.	89,584	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
Calvert	33,519	For
PRAXIS FUNDS	28,402	For
BNY Mellon	28,002	For
Victory Capital	25,595	For
Lincoln Financial	21,732	For
Pacific Life	19,115	For
Goldman Sachs	18,863	For

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

16. Elect Director David H. Y. Ho

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 40 asset managers below cast 100% of the shares they voted on this item FOR (29,649,890 for, 0 against).

FOR: 29,649,890 (100.0%)

Largest asset managers voting on “Elect Director David H. Y. Ho” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Vanguard	16,117,591	For
Fidelity	8,019,394	For
Dimensional	1,581,018	For
State Street	1,059,365	For
First Trust	594,536	For
TIAA	388,640	For
American Century	373,623	For
Invesco	299,976	For
GMO	218,938	For
Lattice Strategies Trust	150,441	For
GMO ETF Trust	146,510	For
Franklin Templeton	129,389	For
STEWARD FUNDS, INC.	89,584	For
AQR	76,887	For
Thrivent	50,309	For
OLD WESTBURY FUNDS INC	46,295	For
Northern Trust	38,046	For
Calvert	33,519	For
PRAXIS FUNDS	28,402	For
BNY Mellon	28,002	For
Victory Capital	25,595	For
Lincoln Financial	21,732	For
Pacific Life	19,115	For
Goldman Sachs	18,863	For
Equitable	15,700	For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

17. Ratify Deloitte LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 99.9%

The 40 asset managers below cast 100% of the shares they voted on this item FOR (29,634,190 for, 0 against).

FOR: 29,634,190 (99.9%)ABSTAIN: 15,700 (0.1%)

Largest asset managers voting on “Ratify Deloitte LLP as Auditors” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	16,117,591	0	For
Fidelity	8,019,394	0	For
Dimensional	1,581,018	0	For
State Street	1,059,365	0	For
First Trust	594,536	0	For
TIAA	388,640	0	For
American Century	373,623	0	For
Invesco	299,976	0	For
GMO	218,938	0	For
Lattice Strategies Trust	150,441	0	For
GMO ETF Trust	146,510	0	For
Franklin Templeton	129,389	0	For
STEWARD FUNDS, INC.	89,584	0	For
AQR	76,887	0	For
Thrivent	50,309	0	For
OLD WESTBURY FUNDS INC	46,295	0	For
Northern Trust	38,046	0	For
Calvert	33,519	0	For
PRAXIS FUNDS	28,402	0	For
BNY Mellon	28,002	0	For
Victory Capital	25,595	0	For
Lincoln Financial	21,732	0	For
Pacific Life	19,115	0	For
Goldman Sachs	18,863	0	For
Equitable	0	15,700	Abstain

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

18. Amendments to Sun Life's Executive Stock Option Plan

COMPENSATION

100% fund support · no official result

FOR 100%

The 21 asset managers below cast 100% of the shares they voted on this item FOR (5,815,195 for, 0 against).

FOR: 5,815,195 (100.0%)

Largest asset managers voting on “Amendments to Sun Life's Executive Stock Option Plan” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
BlackRock	3,415,371	For
JPMorgan	1,987,358	For
Six Circles Trust	154,324	For
John Hancock	99,641	For
MASTER INVESTMENT PORTFOLIO	34,513	For
ETF Series Solutions	33,626	For
Jackson National	30,823	For
EA Series Trust	19,469	For
GREEN CENTURY FUNDS	17,927	For
Pacer Funds Trust	4,416	For
Forethought Variable Insurance Trust	4,121	For
Innovator ETFs Trust	3,614	For
RBB FUND, INC.	2,753	For
Allianz	2,167	For
Roberts Wealth Advisors, LLC	2,000	For
BIRCHBROOK, INC.	1,295	For
GPS Funds I	1,054	For
Berkeley Capital Partners, LLC	400	For
Boltwood Capital Management	275	For
ADVISORS SERIES TRUST	33	For
RBB Fund Trust	15	For

19. Appointment of Deloitte LLP as Auditor

AUDIT-RELATED

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 (5,810,011 for, 3,614 against).

FOR: 5,810,011 (99.9%)AGAINST: 3,614 (0.1%)

Largest asset managers voting on “Appointment of Deloitte LLP as Auditor” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	3,415,371	0	For
JPMorgan	1,987,358	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
MASTER INVESTMENT PORTFOLIO	34,513	0	For
ETF Series Solutions	33,626	0	For
Jackson National	30,823	0	For
EA Series Trust	19,469	0	For
GREEN CENTURY FUNDS	17,927	0	For
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	0	3,614	Against
RBB FUND, INC.	2,753	0	For
Allianz	2,167	0	For
Roberts Wealth Advisors, LLC	2,000	0	For
GPS Funds I	1,054	0	For
Berkeley Capital Partners, LLC	400	0	For
ADVISORS SERIES TRUST	33	0	For
RBB Fund Trust	15	0	For

20. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

99.9% fund support · no official result

FOR 99.9%

The 12 asset managers below cast 99.9% of the shares they voted on this item FOR (8,606,284 for, 1,580 against).

FOR: 8,606,284 (100.0%)AGAINST: 1,580 (0.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
TD Waterhouse Canada Inc.	5,509,721	0	For
Charles Schwab	1,751,754	0	For
Vanguard	746,013	0	For
Hartford	210,134	0	For
Purpose Unlimited Inc.	163,553	0	For
Russell Investments	117,142	0	For
IMPAX FUNDS SERIES TRUST III	88,591	0	For
Osmosis Investment Management UK Ltd	17,507	0	For
Union Investment Management GmbH	0	1,580	Against
Brighthouse	1,219	0	For
LOUISBOURG INVESTMENTS INC.	650	0	For
Beutel, Goodman & Co Ltd.	0	0	--

21. ELECTION OF DIRECTOR - "ASHOK K. GUPTA"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "ASHOK K. GUPTA"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

22. ELECTION OF DIRECTOR - "DAVID H. Y. HO"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "DAVID H. Y. HO"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

23. ELECTION OF DIRECTOR - "DEEPAK CHOPRA"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "DEEPAK CHOPRA"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

24. ELECTION OF DIRECTOR - "HELEN M. MALLOVY HICKS"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "HELEN M. MALLOVY HICKS"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

25. ELECTION OF DIRECTOR - "JOSEPH M. NATALE"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "JOSEPH M. NATALE"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

26. ELECTION OF DIRECTOR - "KEVIN D. STRAIN"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "KEVIN D. STRAIN"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

27. ELECTION OF DIRECTOR - "LAURIE G. HYLTON"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "LAURIE G. HYLTON"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

28. ELECTION OF DIRECTOR - "MARCIA MOFFAT"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "MARCIA MOFFAT"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

29. ELECTION OF DIRECTOR - "MARIE-LUCIE MORIN"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "MARIE-LUCIE MORIN"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

30. ELECTION OF DIRECTOR - "PATRICK P. F. CRONIN"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "PATRICK P. F. CRONIN"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

31. ELECTION OF DIRECTOR - "SCOTT F. POWERS"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,718,303 for, 21,541 against).

FOR: 1,718,303 (98.8%)AGAINST: 21,541 (1.2%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "SCOTT F. POWERS"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	0	3,614	Against
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

32. ELECTION OF DIRECTOR - "STACEY A. MADGE"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "STACEY A. MADGE"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

33. ELECTION OF DIRECTOR - "STEPHANIE L. COYLES"

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 10 asset managers below cast 99% of the shares they voted on this item FOR (1,721,917 for, 17,927 against).

FOR: 1,721,917 (99.0%)AGAINST: 17,927 (1.0%)

Largest asset managers voting on “ELECTION OF DIRECTOR - "STEPHANIE L. COYLES"” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	1,418,954	0	For
Six Circles Trust	154,324	0	For
John Hancock	99,641	0	For
ETF Series Solutions	33,626	0	For
GREEN CENTURY FUNDS	0	17,927	Against
Pacer Funds Trust	4,416	0	For
Forethought Variable Insurance Trust	4,121	0	For
Innovator ETFs Trust	3,614	0	For
Allianz	2,167	0	For
GPS Funds I	1,054	0	For

34. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

99.0% fund support · no official result

FOR 99%

The 8 asset managers below cast 99.0% of the shares they voted on this item FOR (19,118 for, 176 against).

FOR: 19,118 (98.5%)AGAINST: 176 (0.9%)ABSTAIN: 108 (0.6%)

Largest asset managers voting on “14A Executive Compensation” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Claret Asset Management Corp	10,286	0	0	For
K.J. Harrison & Partners Inc	5,742	0	0	For
REXFORD CAPITAL INC	1,905	0	0	For
Ballew Advisors, Inc	1,081	0	0	For
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0	176	0	Against
LEAVELL INVESTMENT MANAGEMENT, INC.	0	0	108	Abstain
Baker Avenue Asset Management, LP	81	0	0	For
PEDDOCK CAPITAL ADVISORS, LLC	23	0	0	For

35. DIRECTOR: 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 (4,071,381 for, 0 against).

FOR: 4,071,381 (100.0%)

Largest asset managers voting on “DIRECTOR: DAVID H. Y. HO” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
BlackRock	1,996,417	For
JPMorgan	1,987,358	For
MASTER INVESTMENT PORTFOLIO	34,513	For
Jackson National	30,823	For
EA Series Trust	19,469	For
RBB FUND, INC.	2,753	For
ADVISORS SERIES TRUST	33	For
RBB Fund Trust	15	For

36. Amendment to the Executive Stock Option Plan

COMPENSATION

99.9% fund support · no official result

FOR 99.9%

The 7 asset managers below cast 99.9% of the shares they voted on this item FOR (2,914,853 for, 1,580 against).

FOR: 2,914,853 (99.9%)AGAINST: 1,580 (0.1%)

Largest asset managers voting on “Amendment to the Executive Stock Option Plan” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Vote
Charles Schwab	1,751,754	0	For
Vanguard	746,013	0	For
Hartford	210,134	0	For
Russell Investments	117,142	0	For
IMPAX FUNDS SERIES TRUST III	88,591	0	For
Union Investment Management GmbH	0	1,580	Against
Brighthouse	1,219	0	For

37. Appointment of Auditor

AUDIT-RELATED

100% fund support · no official result

FOR 97%

The 6 asset managers below cast 100% of the shares they voted on this item FOR (2,826,262 for, 0 against).

FOR: 2,826,262 (97.0%)ABSTAIN: 88,591 (3.0%)

Largest asset managers voting on “Appointment of Auditor” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Abstain	Vote
Charles Schwab	1,751,754	0	For
Vanguard	746,013	0	For
Hartford	210,134	0	For
Russell Investments	117,142	0	For
IMPAX FUNDS SERIES TRUST III	0	88,591	Abstain
Brighthouse	1,219	0	For

38. Elect 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 (2,914,853 for, 0 against).

FOR: 2,914,853 (100.0%)

Largest asset managers voting on “Elect David H. Y. Ho” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Vote
Charles Schwab	1,751,754	For
Vanguard	746,013	For
Hartford	210,134	For
Russell Investments	117,142	For
IMPAX FUNDS SERIES TRUST III	88,591	For
Brighthouse	1,219	For

39. Director Elections

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,084 for, 0 against).

FOR: 1,084 (100.0%)

Largest asset managers voting on “Director Elections” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Ballew Advisors, Inc	1,081	0	0	0	For
Members Trust Co	3	0	0	0	For

40. Say on Pay

SECTION 14A SAY-ON-PAY VOTES

0% fund support · no official result

AGAINST 100%

The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,009 against).

AGAINST: 3,009 (100.0%)

Largest asset managers voting on “Say on Pay” at Sun Life Financial Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Genus Capital Management Inc.	0	3,009	0	0	Against
Empower	0	0	0	0	--

Largest Sun Life Financial Inc. shareholders voting in 2025-2026

Ranked by the number of Sun Life Financial Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting.

Top Sun Life Financial Inc. shareholders by shares voted, 2025-2026
#	Asset manager	Shares voted
1	BlackRock	34,825,811
2	1832 Asset Management L.P.	9,157,980
3	SCOTIA CAPITAL INC.	3,548,471
4	JPMorgan	2,094,951
5	Fiera Capital Corp	2,089,999
6	Value Partners Investments Inc.	1,125,609
7	Cardinal Capital Management, Inc.	1,099,503
8	Northern Trust	631,193
9	AGF MANAGEMENT LTD	296,462
10	Vancity Investment Management Ltd	201,870

Shown as share counts, not percentages: no shares-outstanding figure has been matched to Sun Life Financial Inc. for the 2025-2026 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 2026-05-06, in the 2025-2026 proxy season, 309 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,861 separate fund positions. Their filings are grouped here into 40 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 99.3% 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 · 2025-2026 (this page).