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Sun Life Financial Inc.

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SEC filings and other documents


Explore the latest company documents and SEC filings from the company, including Forms 10-K, 10-Q, 8-K, and other key disclosures. Evaluate financial performance and operational updates to make more informed decisions.
2026
Earnings, Q1 FY2026
May 7, 2026
Strong Q1 earnings, robust Asia/U.S. sales, and capital returns despite acquisition impacts.
NBF’s 24th Annual Financial Services Conference
Mar 24, 2026
EPS up 12%, ROE over 18%, with U.S. and Asia driving growth and asset management expanding.
2025
Earnings, Q4 FY2025
Annual
Feb 12, 2026
Strong Q4 earnings, robust capital, and growth in Asia, Canada, and U.S. segments.
Desjardins Toronto Conference
Nov 25, 2025
Asset management integration, capital-light growth, and disciplined M&A drive strong ROE outlook.
Earnings, Q3 FY2025
Nov 6, 2025
Strong Q3 growth in Asia, Canada, and asset management offset U.S. claims headwinds.
2025 Scotiabank Financials Summit
Sep 4, 2025
Balanced growth in asset management and Asia, with disciplined capital deployment and resilient ROE.
Earnings, Q2 FY2025
Aug 8, 2025
Underlying EPS up 4% and net income over $1B, with robust Asia and U.S. employee benefits growth.
Earnings, Q1 FY2025
May 9, 2025
Record earnings growth, robust capital, and strong segment performance drive Q1 results.
23rd NBF Annual Financial Service Conference
Mar 26, 2025
2024
Earnings, Q4 FY2024
Annual
Feb 13, 2025
Underlying net income rose 3% to CAD 3.9B, with strong capital and record AUM.
Investor Day 2024
Nov 13, 2024
New 10%+ EPS and 20%+ ROE targets set, fueled by asset management, digital, and regional growth.
Earnings, Q3 FY2024
Nov 5, 2024
Reported net income surged 55% year-over-year, driven by diversified growth and strong capital position.
Scotiabank Financials Summit
Sep 5, 2024
Earnings, Q2 FY2024
Aug 13, 2024
Earnings, Q1 FY2024
May 10, 2024
AGM 2024
May 9, 2024
NBF 22nd Annual Financial Services Conference
Mar 27, 2024
2023
Earnings, Q4 FY2023
Annual
Feb 8, 2024
Earnings, Q3 FY2023
Nov 14, 2023
Scotiabank Financials Summit 2023
Sep 7, 2023
Earnings, Q2 FY2023
Aug 9, 2023
Earnings, Q1 FY2023
May 12, 2023
AGM 2023
May 11, 2023
2022
Earnings, Q4 FY2022
Annual
Feb 9, 2023