Speaker
Eric Monteiro, senior vice-president, Sun Life Group Retirement Services

As senior vice-president, group retirement services, Eric Monteiro leads Canada’s largest provider of workplace and savings and retirement platforms, covering 1.3 million Canadians and over $125B in assets. His team is responsible for developing and delivering a wide range of products and services to meet the unique needs of Sun Life’s plan sponsors and plan members.

Since joining Sun Life in 2016, Monteiro has held several roles including senior vice-president and chief client experience officer. In that role, he oversaw the creation and delivery of great client experiences across all channels and businesses in Canada, as well as the rollover and in-plan wealth and insurance businesses. Before joining the client experience office, he was chief analytics and engineering officer for the retail business.

Prior to joining Sun Life, Monteiro was chief strategy and analytics officer at Aimia Inc., the global leader in loyalty analytics and marketing. While at Aimia, he sat on the board of fractal analytics. Before joining Aimia, he was a partner at McKinsey & Company, where he spent 15 years serving clients across the financial services, telecom and tech sectors, focusing on technology, operations and strategic topics. Monteiro co-led the digital McKinsey practice in Canada during his last years at the organization.

Monteiro sits on the board of directors for the Princess Margaret Cancer Foundation, one of the world’s leading cancer research and care organizations. Born and raised in Brazil, Monteiro has a robotics engineering degree from the University of Sao Paulo and an MBA with high distinction from the Ross School of Business at the University of Michigan, as well as an ICD.D designation for corporate directors.

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Please email Megan Lepage