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SUN LIFE FINANCIAL INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated October 14, 2026.

  • 22Reported items
  • 281Asset managers
  • 2,571Fund votes
  • May 8, 2025Meeting date

Results at a glance

No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from SUN LIFE FINANCIAL INC. has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

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 281 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. ELECTION OF DIRECTOR: ASHOK K. GUPTA

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: ASHOK K. GUPTA” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

2. ELECTION OF DIRECTOR: DEEPAK CHOPRA

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: DEEPAK CHOPRA” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

3. ELECTION OF DIRECTOR: HELEN M. MALLOVY HICKS

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: HELEN M. MALLOVY HICKS” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

4. ELECTION OF DIRECTOR: JOSEPH M. NATALE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: JOSEPH M. NATALE” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

5. ELECTION OF DIRECTOR: KEVIN D. STRAIN

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: KEVIN D. STRAIN” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

6. ELECTION OF DIRECTOR: LAURIE G. HYLTON

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: LAURIE G. HYLTON” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

7. ELECTION OF DIRECTOR: MARIE-LUCIE MORIN

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: MARIE-LUCIE MORIN” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

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

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: PATRICK P. F. CRONIN” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

9. ELECTION OF DIRECTOR: SCOTT F. POWERS

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: SCOTT F. POWERS” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

10. ELECTION OF DIRECTOR: STACEY A. MADGE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: STACEY A. MADGE” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

11. ELECTION OF DIRECTOR: STEPHANIE L. COYLES

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 68 asset managers

The 68 asset managers below reported 34,516,849 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 34,516,849AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: STEPHANIE L. COYLES” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,615,4830 00For
Fidelity6,067,8850 00For
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Dimensional1,964,6350 00For
Charles Schwab1,607,3740 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
Hartford183,9650 00For
American Century178,7090 00For
GMO161,2310 00For
Russell Investments144,1520 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
SEI81,8000 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For

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

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

No official resultsDIRECTOR ELECTIONS

99.9% of fund votes cast · no official result

FOR
Details: votes by 52 asset managers

The 52 asset managers below reported 26,751,861 for, 20,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 26,751,861AGAINST: 20,862
Largest asset managers voting on “ELECTION OF DIRECTOR: DAVID H. Y. HO” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,174,5540 00For
Fidelity6,067,8850 00For
Dimensional1,964,6350 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
American Century178,7090 00For
GMO161,2310 00For
Six Circles Trust143,5960 00For
Franklin Templeton121,4750 00For
John Hancock95,4790 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For
Calvert33,9460 00For
Pacific Life30,5930 00For
PRAXIS FUNDS28,4020 00For
ETF Series Solutions27,6280 00For
Goldman Sachs24,7980 00For
2023 ETF Series Trust II23,4530 00For
BNY Mellon21,9840 00For

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

13. DIRECTOR: DAVID H. Y. HO

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 5,171,784 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,171,784
Largest asset managers voting on “DIRECTOR: DAVID H. Y. HO” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
MASTER INVESTMENT PORTFOLIO38,7980 00For
Harbor ETF Trust21,5340 00For
Jackson National13,3290 00For
Pacer Funds Trust5,0290 00For
RBB FUND, INC.2,7530 00For
CITY NATIONAL ROCHDALE FUNDS1,3730 00For
ADVISORS SERIES TRUST480 00For
RBB Fund Trust150 00For

14. Elect David H. Y. Ho

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 8 asset managers

The 8 asset managers below reported 2,593,204 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,593,204
Largest asset managers voting on “Elect David H. Y. Ho” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,607,3740 00For
Vanguard440,9290 00For
Hartford183,9650 00For
Russell Investments144,1520 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
SEI81,8000 00For
New York Life11,7190 00For
Brighthouse2,2150 00For

15. Director Elections

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 2 asset managers

The 2 asset managers below reported 542 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 542
Largest asset managers voting on “Director Elections” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Ballew Advisors, Inc5410 00For
Members Trust Co10 00For

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

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

99.8% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 207 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 20 asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Six Circles Trust143,5960 00For
John Hancock95,4790 00For
MASTER INVESTMENT PORTFOLIO38,7980 00For
ETF Series Solutions27,6280 00For
Harbor ETF Trust21,5340 00For
GREEN CENTURY FUNDS20,8620 00For
Jackson National13,3290 00For
Allianz10,6320 00For
Investment Managers Series Trust II8,4520 00For
RBB FUND, INC.7,7910 00For
Forethought Variable Insurance Trust7,4210 00For
Bridge Builder Trust6,1710 00For
Pacer Funds Trust5,0290 00For
WILSHIRE MUTUAL FUNDS INC1,6000 00For
CITY NATIONAL ROCHDALE FUNDS1,3730 00For
GPS Funds I1,0850 00For
ADVISORS SERIES TRUST480 00For
RBB Fund Trust150 00For

Fund voting reports, all 20 managers: 5,499,748 for.

Institutional-manager reports: 188 asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock29,489,2290 00For
1832 Asset Management L.P.10,418,4470 00For
SCOTIA CAPITAL INC.3,388,0520 00For
LETKO, BROSSEAU & ASSOCIATES INC1,623,5230 00For
Value Partners Investments Inc.1,121,1750 00For
Cardinal Capital Management, Inc.1,117,4660 00For
Northern Trust857,8870 00For
Fiera Capital Corp749,4780 00For
AGF MANAGEMENT LTD649,0010 00For
Korea Investment CORP352,3630 00For
NATIONAL BANK TRUST INC.102,6430 00For
One Capital Management, LLC83,9740 00For
JARISLOWSKY, FRASER Ltd79,4590 00For
MOTCO76,9500 00For
MERITAGE PORTFOLIO MANAGEMENT73,3830 00For
National Bank Financial Inc.50,07521,079 00Mixed
Lorne Steinberg Wealth Management Inc.069,873 00Against
Ninepoint Partners LP50,6820 00For
Ativo Capital Management LLC43,0300 00For
Natixis41,0310 00For
Cumberland Partners Ltd22,2000 00For
PNC BANK, NATIONAL ASSOCIATION21,3470 00For
Hilltop National Bank20,2390 00For
TRUIST FINANCIAL CORP18,0250 00For
South Dakota Investment Council17,1270 00For

Institutional-manager reports, all 188 managers: 50,766,819 for, 105,373 against. Showing the 25 largest; see all in the interactive database.

17. Advisory Vote on Executive Compensation Approach

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 50 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 42 asset managers voting on “Advisory Vote on Executive Compensation Approach” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,174,5540 00For
Fidelity6,067,8850 00For
Dimensional1,964,6350 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
American Century178,7090 00For
GMO161,2310 00For
Franklin Templeton121,4750 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For
Calvert33,9460 00For
Pacific Life30,5930 00For
PRAXIS FUNDS28,4020 00For
Goldman Sachs24,7980 00For
2023 ETF Series Trust II23,4530 00For
BNY Mellon21,9840 00For
Lincoln Financial21,7320 00For
Equitable15,7000 00For
Brinker Capital Destinations Trust10,7760 00For

Fund voting reports, all 42 managers: 26,449,797 for. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 7 asset managers voting on “Advisory Vote on Executive Compensation Approach” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
JPMorgan2,339,0640 00For
Desjardins Global Asset Management Inc.2,190,5950 00For
NORDEA INVESTMENT MANAGEMENT AB1,747,6740 00For
APG Asset Management US Inc.1,350,0750 00For
MONTRUSCO BOLTON INVESTMENTS INC.322,0430 00For
CIDEL ASSET MANAGEMENT INC27,2660 00For
Plato Investment Management Ltd1,1480 00For

Institutional-manager reports, all 7 managers: 7,977,865 for.

18. Advisory Vote to Ratify Named Executive Officers' Compensation

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

99.9% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 19 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 8 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,607,3740 00For
Vanguard440,9290 00For
Hartford183,9650 00For
Russell Investments144,1520 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
SEI81,8000 00For
New York Life11,7190 00For
Brighthouse2,2150 00For

Fund voting reports, all 8 managers: 2,593,204 for.

Institutional-manager reports: 10 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
TD ASSET MANAGEMENT INC15,751,1580 00For
TD Waterhouse Canada Inc.2,124,2840 00For
Regime de rentes du Mouvement Desjardins37,8870 00For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma5,7760 00For
Union Investment Privatfonds GmbH2,8400 00For
BEACON INVESTMENT ADVISORY SERVICES, INC.1,4500 00For
LOUISBOURG INVESTMENTS INC.9920 00For
SIERRA SUMMIT ADVISORS LLC7000 00For
FAYEZ SAROFIM & CO400 00For
Genus Capital Management Inc.01 00Against

Institutional-manager reports, all 10 managers: 17,925,127 for, 1 against.

19. 14A Executive Compensation

No official resultsSECTION 14A SAY-ON-PAY VOTES

4% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 10,997 for, 233,669 against, 108 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 10,997AGAINST: 233,669UNKNOWN: 108
Largest asset managers voting on “14A Executive Compensation” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vancity Investment Management Ltd0233,411 00Against
Claret Asset Management Corp9,2660 00For
Gibson Capital, LLC5850 00For
Ballew Advisors, Inc5410 00For
VOISARD ASSET MANAGEMENT GROUP, INC.5010 00For
Focus Partners Wealth0258 00Against
LEAVELL INVESTMENT MANAGEMENT, INC.00 00--
Baker Avenue Asset Management, LP810 00For
PEDDOCK CAPITAL ADVISORS, LLC230 00For

20. Ratify Deloitte LLP as Auditors

No official resultsAUDIT-RELATED

99.9% of fund votes cast · no official result

FOR
Details: votes by 42 asset managers

The 42 asset managers below reported 26,434,097 for, 15,700 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 26,434,097WITHHOLD: 15,700
Largest asset managers voting on “Ratify Deloitte LLP as Auditors” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard15,174,5540 00For
Fidelity6,067,8850 00For
Dimensional1,964,6350 00For
State Street847,9140 00For
First Trust753,2120 00For
TIAA404,2850 00For
American Century178,7090 00For
GMO161,2310 00For
Franklin Templeton121,4750 00For
STEWARD FUNDS, INC.91,7760 00For
Victory Capital91,6290 00For
Lattice Strategies Trust72,7110 00For
AQR68,4290 00For
OLD WESTBURY FUNDS INC67,9000 00For
HC CAPITAL TRUST55,0670 00For
Northern Trust42,6200 00For
Calvert33,9460 00For
Pacific Life30,5930 00For
PRAXIS FUNDS28,4020 00For
Goldman Sachs24,7980 00For
2023 ETF Series Trust II23,4530 00For
BNY Mellon21,9840 00For
Lincoln Financial21,7320 00For
Equitable00 015,700Withhold
Brinker Capital Destinations Trust10,7760 00For

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

21. APPOINTMENT OF DELOITTE LLP AS AUDITOR

No official resultsAUDIT-RELATED

100% of fund votes cast · no official result

FOR
Details: votes by 20 asset managers

The 20 asset managers below reported 5,494,710 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,494,710
Largest asset managers voting on “APPOINTMENT OF DELOITTE LLP AS AUDITOR” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock3,038,0580 00For
JPMorgan2,050,8470 00For
Six Circles Trust143,5960 00For
John Hancock95,4790 00For
MASTER INVESTMENT PORTFOLIO38,7980 00For
ETF Series Solutions27,6280 00For
Harbor ETF Trust21,5340 00For
GREEN CENTURY FUNDS20,8620 00For
Jackson National13,3290 00For
Allianz10,6320 00For
Investment Managers Series Trust II8,4520 00For
Forethought Variable Insurance Trust7,4210 00For
Bridge Builder Trust6,1710 00For
Pacer Funds Trust5,0290 00For
RBB FUND, INC.2,7530 00For
WILSHIRE MUTUAL FUNDS INC1,6000 00For
CITY NATIONAL ROCHDALE FUNDS1,3730 00For
GPS Funds I1,0850 00For
ADVISORS SERIES TRUST480 00For
RBB Fund Trust150 00For

22. Appointment of Auditor

No official resultsAUDIT-RELATED

100% of fund votes cast · no official result

FOR
Details: votes by 8 asset managers

The 8 asset managers below reported 2,593,204 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,593,204
Largest asset managers voting on “Appointment of Auditor” at SUN LIFE FINANCIAL INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,607,3740 00For
Vanguard440,9290 00For
Hartford183,9650 00For
Russell Investments144,1520 00For
IMPAX FUNDS SERIES TRUST III121,0500 00For
SEI81,8000 00For
New York Life11,7190 00For
Brighthouse2,2150 00For

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

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.

Fund voting reports: top SUN LIFE FINANCIAL INC. shareholders by shares voted on “ELECTION OF DIRECTOR: ASHOK K. GUPTA”, 2024-2025
#Asset manager Shares voted
1Vanguard 15,615,483
2Fidelity 6,067,885
3BlackRock 3,038,058
4JPMorgan 2,050,847
5Dimensional 1,964,635
6Charles Schwab 1,607,374
7State Street 847,914
8First Trust 753,212
9TIAA 404,285
10Hartford 183,965
Institutional-manager reports: top SUN LIFE FINANCIAL INC. shareholders by shares voted on “Non-Binding Advisory Vote on Approach to Executive Compensation”, 2024-2025
#Asset manager Shares voted
1BlackRock 29,489,229
21832 Asset Management L.P. 10,418,447
3SCOTIA CAPITAL INC. 3,388,052
4LETKO, BROSSEAU & ASSOCIATES INC 1,623,523
5Value Partners Investments Inc. 1,121,175
6Cardinal Capital Management, Inc. 1,117,466
7Northern Trust 857,887
8Fiera Capital Corp 749,478
9AGF MANAGEMENT LTD 649,001
10Korea Investment CORP 352,363

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 funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 October 14, 2026; a live search always shows the current data.

At SUN LIFE FINANCIAL INC.'s shareholder meeting held May 8, 2025, in the 2024-2025 proxy season, 281 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,571 separate fund positions. Their filings are grouped here into 22 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 and managers cast 99.8% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

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

Download data (CSV): ballot items · votes by manager · column guide.