Profile
“Every step taken in shaping Equiton has been infused with the experiences and insights gathered throughout my career. Seeing our vision come to life fills me with immense pride”
Helen Hurlbut
Equiton
Anne Meloche is head of institutional business for Sun Life Global Investments. She oversees the development and growth of the business, providing Canadian plan sponsors, consultants and advisors with investment solutions that are focused on delivering strong retirement outcomes.
Reflecting on her journey, she notes, “I joined Sun Life Global Investments in 2012 when the business was still establishing itself in the institutional market. Through new and innovative capabilities and our client-centric approach, we have grown the business to become a top 20 manager of Canadian pension assets and a leader in target date funds.”
Behind her business ambitions, Meloche is passionate about mentoring the next generation and helping to create a stronger, more equitable wealth management industry. She is an active mentor in Sun Life’s Mentoring Québec DE&I program and also sits on the Board of Directors for the Québec Breast Cancer Foundation to help support the financial well-being of women affected by breast cancer.
Meloche is a dynamic and authentic leader, focused on developing top talent and fostering diversity, equity and inclusion. “As a woman in a male-dominated industry, I see the value in creating a culture that helps drive greater diversity to develop innovative and sustainable retirement solutions that benefit all Canadians for generations to come.”
1155 Metcalfe St., Montreal, Quebec H3B 2V6
1 (514) 3476137
anne.meloche@sunlife.com
linkedin.com/in/annemeloche
slgiinstitutional.com/en
Anne Meloche
Head of Institutional Business
Sun Life Global Investments
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Milestones
“We continually invest efforts in fostering and nurturing a culture that promotes collaboration and teamwork as we continue to evolve and expand”
Helen Hurlbut
Equiton
1998–2003
2003–2012
2012–2016
2017
2017-Present
Mercer Investment Consulting
Principal
Led actuarial consulting services on pension matters to large and diversified corporate clients
1998–
2003
Mercer Investment Consulting
Partner
2003–
2012
Sun Life Global Investments
Regional Vice President, Institutional Business for Québec and Eastern Canada
2012–
2016
Sun Life Global Investments
Head of Institutional Sales and Client Relationships
2017
Sun Life Global Investments
Head of Institutional Business at Sun Life Global Investments
2017–
present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Kuhn says, “I would say my career has been one of more of chance and opportunities than a set plan. And it’s interesting how one decision has a ripple effect on putting you on a different path than maybe where you thought you would be.”
He highlights his spell at Endurance as his biggest professional achievement to date.
“It took some time, but we took them from really being viewed as a reinsurance company to being viewed as a global insurance company.”
It’s this type of innovative attitude that is powering Westfield Specialty forward so successfully.
Kuhn explains, “Westfield Specialty and I have been trying to make sure we are opportunistic in the marketplace and that has allowed us to grow profitably and create a broader and more diversified portfolio.”
Part of this has seen the firm acquire the existing Lloyd’s of London Syndicate 1200 in February 2023. It is also Kuhn’s ingenuity that has allowed Westfield Specialty to outperform expectations in challenging market conditions.
“I would say it’s been the understanding that there is a limited window of time. We're in this unique market, we need to be fast and decisive to take advantage of market opportunities before the market begins to move away,” he comments. “Additionally, I'd like to say we move with a lot of speed, but we do it in a thoughtful and methodical approach, not just to be the first.”
“In terms of leadership, I like to think I’m recognized for being assertive yet supportive – a blend of high expectations and drive while understanding the crucial elements that contribute to people’s success,” she reflects.
Scaling Equiton up to a team of 185 employees and counting has presented some of her most significant challenges. Recognizing the need for robust teams to support and sustain this expansion, she and partner Roque have prioritized the creation of strong leadership structures.
“Maintaining this growth while preserving a cohesive and collaborative company culture remains paramount,” adds Hurlbut. “We continually invest efforts in fostering and nurturing a culture that promotes collaboration and teamwork as we continue to evolve and expand.”
Reflecting on the legacy she’d like to leave, Hurlbut notes she aspires to establish a thriving company that allows all individuals to build successful careers.
“I aim to provide opportunities to excel, enabling team members to carve their mark on the industry as they advance and grow professionally,” she says. “I hope to also leave behind a legacy of empowerment and progression for women in our industry.”
That dedication to mentorship, particularly for women and marginalized groups, is evident through her roles at the Women Presidents Organization and within Equiton, where she champions diverse talent and fosters an inclusive environment.
Her commitment extends to community support, exemplified by Equion’s charitable endeavours, reflecting her ethos of giving back and making a meaningful impact.
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Kuhn joined Westfield Specialty in the firm’s first year (2021) and has established the company’s presence in the specialty market. By the end of 2023, the firm is expected to surpass $1.3 billion in GWP after writing $300 million in 2021.
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Responsible for Eastern Canada operations
Co-managed the Canadian Defined Contribution (DC) Consulting business
Developed and expanded the DC Consulting Business as well as other Mercer services by networking with senior colleagues from other businesses
Managed the relationships for client retention and revenue growth
Expanded the service offering that leads and shapes the DC industry
Provided strategic advice to a wide range of institutional clients sponsoring DC plans on all aspects related to implementation, management, and oversight
Responsible for the Canadian development of intellectual capital
Strategic planning for the Quebec and Eastern Canada regional marketplace to expand the institutional business throughout this region, working closely with Sun Life’s Group Retirement Services team
Promotion of SLGI institutional products and education to investment consultants and plan advisors, and support to current clients
Active member of Sun Life Financial Quebec Leadership Team
Created the national business development and client servicing strategy for the institutional business
Led the national sales team working with plan sponsors, consultants, and plan advisors
Expanded the institutional business in the Quebec marketplace and service clients
Developed the strategy to expand the institutional business in Canada
Leads the national sales team working with plan sponsors, consultants, and plan advisors
Remains an active member of the Sun Life Global Investments Leadership Team and the Sun Life Quebec Leadership Team