1Employee count includes investment and non-investment professionals, including those engaged in asset operations, across GreenOak affiliated entities as of June 30, 2026.
The above figures represent the combined capabilities of the entities operating under the GreenOak brand, as of June 30, 2026. Total AUM is provided in CAD and includes assets managed by such entities on behalf of external clients, and the Sun Life General Account. Total AUM includes unfunded commitments, cash, equity, and other AUM, but excludes assets under administration. AUM includes assets managed by Bell Partners Inc., which was acquired by Sun Life and combined with BGO on July 2, 2026. The methodologies used to compile the total AUM are subject to change, may vary by entity, and may not reflect regulatory AUM. Where AUM is displayed by asset class, not all affiliated entities may be represented. Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists and Investment Strategists acting on behalf of certain GreenOak entities, globally.