Sun Life Financial - Investor toolkit
Sun Life Financial - Investor toolkit

Investor toolkit

Sun Life’s investor toolkit is intended to help investors gain insight into our business strategies, financial results and other key facts about our company.

Feedback or comments? Contact investor.relations@sunlife.com.

Sun Life’s 4 pillar strategy

Our business strategy is concentrated on businesses that we expect will generate strong growth, a higher return on equity and lower volatility. The Company will concentrate its resources on 4 pillars of growth. The growth strategy includes:

  • Becoming the best performing life insurer in Canada
  • Enhancing a leadership position in U.S. group insurance and become top 5 in voluntary benefits
  • Growing our asset management businesses globally
  • Growing Asia to be a more significant part of Sun Life's results
Continuing Operations
C$ millions (1) (2)
(unless otherwise noted)
2013
2012
Q1 Q4 Q1 Full Year
Operating net income(3) 448 333 437 1,479
Reported net income 410 284 405 1,374
Diluted Operating EPS ($) 0.75 0.56 0.74 2.49
Operating ROE(4)
(combined operations)		 15.8% 13.1% 22.1% 12.5%
MCCSR(5) 214% 209% 213% 209%
Premiums and deposits(6) 28,917 31,882 25,074 108,073
Number of common shares outstanding (in millions) 600.0 599.6 590.9 587.8
Dividend per share 0.36 0.36 0.36 1.44

Foot notes

1) All numbers unaudited. All numbers in Canadian dollars $ millions, unless otherwise noted.
2) On December 17, 2012, we entered into a definitive stock purchase agreement pursuant to which we agreed to sell our U.S. annuities business and certain of our U.S. life insurance businesses (collectively, our “U.S. Annuity Business”). As a result of this agreement, we have defined our U.S. Annuity Business as “Discontinued Operations”, the remaining operations as “Continuing Operations”, and the total Discontinued Operations and Continuing Operations as “Combined Operations”.
3) Operating net income (loss) and financial information based on operating net income (loss), such as operating earnings (loss) per share (“EPS”), operating return on equity (“ROE”) and operating net income (loss) excluding the net impact of market factors, are not based on IFRS. All EPS measures refer to diluted EPS, unless otherwise stated.
4) Measures derived from equity will be presented on a Combined Operations basis until the sale of our U.S. Annuities Business has completed.
5) Minimum Continuing Capital and Surplus Requirements (MCCSR) ratio of Sun Life Assurance Company of Canada.
6) Adjusted premiums and deposits is a non-IFRS financial measure that excludes the impact of foreign exchange, reinsurance for the insured business in SLF Canada’s Group Benefits operations, and net premiums from the domestic Individual Life operations in SLF U.S. that closed to new sales effective December 30, 2011.

Quarterly information

Investor fact sheets

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Sun Life share information

TickerSun Life Financial
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