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Helping you solve for today’s income challenges

Monday, November 6, 2023 at 1:00 PM (ET)

Watch now and earn CE credits

In this webinar that aired live on Monday, November 6th at 1:00 PM EST, learn about income solutions for your clients. Hear from Sun Life Global Investments’ sub-advised portfolio managers:  MFS Investment Management and SLC Management as we explore ongoing income challenges and featured solutions for Canadians.

Ongoing market unpredictability highlights the importance of strategizing how to fund income needs in retirement.

There are many solutions to help Canada’s aging population of income-seeking investors. However, there’s only one provider that can offer access to such a broad range of solutions: Sun Life Global Investments.

Presented by:
Randall Malcolm, Senior Managing Director, Portfolio Manager, Public Fixed Income, SLC Management
Soami Kohly, Fixed Income Portfolio Manager, MFS Investment Management

Moderated by:
Sal Ammirato, MBA, Head of Wealth Strategy & National Accounts I Sun Life Global Investments

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on  Monday, November 6th at 1:00 PM EST, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada, IIROC, The Institute and MFDA. CE accreditation is powered by CE Corner.

If you attended the live webinar on  Monday, November 6th at 1:00 PM EST, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada, IIROC, The Institute and MFDA is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact

About the moderator

Sal Ammirato is Head of Wealth Strategy & National Accounts at Sun Life Global Investments. As a member of the SLGI Leadership Team, Sal is responsible for the strategic direction, vision, and growth to increase SLGI’s wealth business while also managing the National Accounts team to ensure superior client relationships for a portfolio of National Account clients. As seasoned professional with over 20 years of asset management experience, Sal is known for driving brand growth, maximizing operational distribution excellence, and delivering financial performance. Sal is a graduate from the Ivey School of Business at Western University where he earned his Master of Business Administration (MBA) degree. He also holds a variety of industry designations from the Canadian Securities Institute. Sal is based in Toronto, Ontario with his wife, 3 children, and dog named Rio.

About the speakers

Randall is Senior Managing Director and Portfolio Manager, Canadian Public Fixed Income, SLC Management, responsible for the Canadian total return public fixed income portfolio. He is also a portfolio manager for the SLC Management private fixed income funds and core fixed income strategies, with responsibility for their management and performance.

Randall has over 30 years of experience in financial markets at leading financial organizations in Canada, initially as a trader and progressing to managing public fixed income strategies and investment products. Prior to joining Sun Life in 2013, he managed the credit long/short strategy for a major Canadian pension plan and was a trader/portfolio manager in its global capital markets division. Randall also worked at an exchange traded fund manager on fixed income, structured index and money market portfolios as well as helping to introduce the country’s first fixed income exchange-traded funds. Randall also held roles at two major Canadian banks and a securities dealer.

Randall has a Bachelor of Arts and a Management Studies Diploma from Wilfrid Laurier University and a Master of Science in International Accounting and Finance from the London School of Economics and Political Science. He is a Chartered Financial Analyst and a member of the Toronto CFA Society.

Soami Kohly, CFA, FSA, FCIA, is an investment officer and fixed income portfolio manager with
MFS Investment Management® (MFS®). In his role, he is responsible for final buy and sell
decisions, portfolio construction, risk assessment and cash management and participates in the
research process and strategy discussions. He also serves on the MFS Fixed Income Strategy
Group and the MFS Risk and Opportunities Group. He is based in Toronto.

Soami joined MFS in 2009 in his current role. Previously, he spent three years with RBC Capital
Markets as an associate analyst in equity research and later as a vice president of structured
products. He also spent twelve years as an actuarial consultant with Hewitt Associates. He began
his career in the financial services industry in 1993.

Soami earned a Bachelor of Science degree in actuarial science from the University of Western
Ontario. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is
a fellow of the Canadian Institute of Actuaries and the Society of Actuaries.