Target Date Funds in Canada: how they work, why they’re evolving, and their impact on retirement outcomes

Target Date Funds in Canada: how they work, why they’re evolving, and their impact on retirement outcomes

November 24, 2021 9:30 AM to 10:30 AMOnline Pacific Time
Area of Interest: Pensions, Investments Format: Web

An online seminar hosted by CPBI Pacific

Target Date Funds (TDFs) have become the dominant investment vehicle in the Capital Accumulation Plan industry: 84% of plans on the Sun Life Group Retirement Services recordkeeping platform use TDFs as their default investment option, and TDFs account for over 80% of monthly net inflows. As a result, the performance of TDFs will play a significant role in the retirement outcomes of millions of Canadians for decades to come.

In this session, Christine Tan, Portfolio Manager and James Wells, Director, Institutional Business Development and Client Relationships at Sun Life Global Investments,  will provide an overview of the investment process of a Canadian-based TDF manager, highlighting the decisions and trade-offs that are continually being made in the pursuit of a TDFs ultimate objective – providing Canadians with a sustainable income during their retirement.

Cancellation Policy

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®).



Wednesday November 24, 2021
9:30 am - 10:30 pm PT 


Registration Fee

CPBI Members: $25
Future Members: $75

GST #106865330 RT0007



Online Workshop

Access information will be sent to all registrants one day in advance of the online session.  Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants.


Who Should Attend:

  • Plan Sponsors
  • Human Resource Professionals
  • Retirement and Benefits Professionals
  • Consultants and Brokers
  • Insurers and Plan Providers


CE Credit

Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body.



Krista Frayn
Phone: (403) 888-3185
[email protected]


Kim Duxbury

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