Christine Tan, MBA, CFA
Portfolio Manager
Sun Life Global Investments
Christine Tan is an Assistant Vice President and Portfolio Manager at Sun Life Global Investments. She is on the Investment Oversight Committee and the Asset Allocation Committee for the Sun Life Granite Managed Solutions and Sun Life Milestone Funds. She also leads the evolution of SLGI’s DC OCIO platform and oversees the Investment Product Specialists representing the team’s investment philosophy, process and portfolio strategy.
Christine joined SLGI in 2018, bringing expertise in emerging markets. Prior to joining SLGI, Christine was Chief Investment Officer and Senior Portfolio Manager at Excel Investment Counsel Inc. In addition to oversight of all sub-advised funds, she had sole responsibility for the Excel Emerging Markets Fund.
Christine was previously Vice President and Portfolio Manager at Gluskin Sheff + Associates, a prominent wealth manager serving high-net-worth clients, where she co-managed a top-quartile, $1.5-billion Canadian equity portfolio. Prior to Gluskin Sheff, Christine was a Canadian equity manager at a boutique asset manager and an investment banker at a major Canadian bank focused on mergers and acquisitions.
In addition to being a CFA charterholder, Christine has a MBA from the Schulich School of Business and a BSc (Honours) from the University of Alberta.
| | James Wells, CIM®
Director, Institutional Business Development and Client Relationships
Sun Life Global Investments
James is a Director with Sun Life Global Investments responsible for managing and developing relationships in the Institutional market. James has worked in the retirement industry his entire career, having held roles in Canada, the U.S. and U.K. with responsibilities ranging from the design and monitoring of Defined Contribution (DC) plan investment structures, the development and implementation of governance frameworks for DC plans, to the administration and delivery of retirement benefits.
James joined Sun Life Global Investments in 2018. Prior to his current role, James was an Investment Consultant and Principal at a large consulting firm.
James earned his bachelor's degree from the University of Wales and is a Chartered Investment Manager (CIM®). |