SLGI ASSET MANAGEMENT - Key Persons
Job Titles:
- Head of Investment Operations
Ali Jaffer is Head of Investment Operations for SLGI Asset Management Inc. Ali is responsible for developing and executing the investment operations growth strategy within the firm across the retail, institutional and segregated fund business.
Ali joined SLGI Asset Management in 2019 and has over 18 years of experience in the investment industry. Prior to joining SLGI Asset Management, Ali spent 11 years at AGF Investments Inc., most recently as Vice President, Investment Operations where he implemented numerous investment-related systems to increase operational efficiencies and reduce risk. He was also responsible for building out the operational framework and support model for AGF's Exchange Traded Funds.
Ali is the father of two children. And in his spare time, he is an assistant coach on his son's hockey team and has volunteered with other hockey organizations for nearly 20 years.
Ali, who holds a Bachelor of Science in Computer Science from the University of Toronto, is also a member of the Canadian Capital Markets Association and previously was a member of the Canadian ETF Association.
Amanda Correa is Head of Marketing, Sun Life Global Investments. She is responsible for developing and executing the marketing strategy and brand awareness for the firm on a national scale, focusing on both the retail and institutional channels and enhancing our client experiences.
Prior to joining Sun Life Global Investments in 2021, Amanda was Director, Multi-Channel and Segmentation Strategy at a large Canadian investment fund company. There, she directed targeted marketing efforts to key stakeholders across the distribution landscape to support acquisition and retention strategies.
Amanda has spent her entire career in the investment industry covering all aspects of marketing across channel strategy, advertising and promotional campaigns, product marketing, digital marketing and events throughout North America.
Amanda holds an MBA from the Lazaridis School of Business & Economics at Wilfred Laurier University and a Bachelor of Commerce from York University. She is a graduate of the Canadian Securities Course.
Job Titles:
- Head of Institutional Business
As Head of Institutional Business for Sun Life Global Investments, Anne Meloche is responsible for developing the strategy for our institutional business. Anne leads the national institutional sales team, who work with plan sponsors, consultants and advisors to educate and promote the firm's innovative solutions for group retirement platforms. Anne is also an active member of the Sun Life Quebec Leadership Team.
After joining Sun Life Global Investments in 2012, Anne advanced through a number of senior positions. She has been responsible for building and growing our institutional business in Quebec and Atlantic Canada, and more recently leading our business development and client servicing nationally.
Anne joined Sun Life Global Investments from a large consulting firm in Montreal where she worked for almost 15 years. As Partner, her main responsibilities were managing the DC business for Eastern Canada operations and providing advice to large private and public sector organizations sponsoring DC plans on all aspects related to implementation, management and oversight.
Anne holds a Bachelor of Mathematics degree from Concordia University and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.
Chhad Aul - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Head
- Chief Investment Officer and Head of Multi - Asset Solutions
Job Titles:
- Vice - President, Product Management and Investment Risk
Jason Agaby is Vice-President, Product Management and Investment Risk at Sun Life Global Investments. He leads the development and management of the firm's product platform including investment funds, segregated funds and guaranteed products such as payout annuities, accumulation annuities and Guaranteed Investment Certificates (GICs). He is a recognized industry expert with over 25 years of financial services experience in product development and management, investment management, financial advisory and investment banking with major international financial institutions in Canada and overseas.
Before joining Sun Life Global Investments in April 2018, Jason was Vice-President, Product Development and Managed Solutions at a large asset manager in Toronto. Jason served three terms as a member of the Ontario Securities Commission Investment Funds Product Advisory Committee and is a regular speaker at industry conferences.
Jason graduated in 1986 with a Bachelor of Arts degree in Business from Calvin College in Grand Rapids, MI. He holds the CFA, CFP and CIM designations (awarded gold medal for academic excellence 1997-1998) and is a Fellow of the Canadian Securities Institute.
Oricia Smith is President of SLGI Asset Management Inc. and Senior Vice President of Investment Solutions for Sun Life Canada. She is responsible for the development, management and growth of Sun Life Global Investments. Oricia is passionate about solving the retirement and estate needs of Canadians, delivering first-of-their-kind digital innovations, and showing a commitment to sustainability.
Oricia joined Sun Life in 2016, as Head of the International Investment Centre (IIC), an investment consulting and manager research team with relationships with more than 100 investment management companies. The IIC is responsible for oversight and governance on over C$150 billion of assets invested on behalf of Sun Life and Sun Life's Clients globally. In 2017, Oricia moved into SLC Management, Sun Life's global institutional asset management company, and expanded her role to include accountability for SLC Management's Product Development, CRM and Sales Analytics team.