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Sun Life Financial : Aiming for Global Leadership
Case 9 40 2005 045
Author : 
Languages : 
  • English
Keywords: 
  • Assurances,
  • Services financiers,
  • Stratégie corporative,
  • Internationalisation
Year of production : 
2004
Registration date : 
2005-01-01
Teaching notes included : 
No
Abstract

In late February 2003, Don Stewart, CEO of Sun Life Financial Inc. (SLF), was considering changes to the firm's strategy. Acquisitions had characterized the industry for the past few years, and SLF had been successful with its own purchase of Keyport and Independent Financial Marketing Group in the United States in 2000 and Clarica in 2002. The latter had made SLF the largest insurance company in Canada and the sixth largest in terms of market capitalization in North America. Stewart wondered about the best course of action to sustain SLF's growth and steer the company towards a market leadership position in the global insurance market.

Primary domain : 
Management
Secondary domain : 
Not available
Sectors : 
  • Banking and financial services
Source : 
Not available
Type : 
Traditional case 
Type of data used in the production of the case : 
Undefined
Event location : 
Canada
Year of start of the event : 
2003
Year the event ended : 
Not available
Business size : 
Très grande