Poll

We need your opinion

How do you communicate with plan members about their pension plan/retirement savings plan?  



Speakers and Moderators
 

Christopher A. Brown
Managing Partner
Spectrum HR Law LLP

Christopher Brown is a founder and the Managing Partner of Spectrum HR Law LLP.  Pensions, Employment Benefits and Executive Compensation are Chris’ areas of focus. He counsels clients on the impact of legal and regulatory requirements for pensions, employment benefits and executive and other deferred compensation plans. Chris helps clients by providing practical, strategic guidance on governance, funding and structuring of these plans. He also advises clients on the impacts of mergers and acquisitions or other transactions on their plans, and he works with his colleagues on litigation matters relating to such plans. Chris advises sponsors of both single and multi-employer plans, be they provincially or federally regulated. He also has extensive experience regarding legal issues impacting a wide variety of business trust structures.

Between October 2007 and November 2008, Chris served as Co-Chair of the Alberta-British Columbia Joint Expert Panel on Pension Standards, along with his current partner at Spectrum HR Law, Scott Sweatman. As part of this government-appointed industry panel, Chris worked with five of Alberta and B.C.'s leading experts in pensions and benefits to review pension legislation in the two provinces and make recommendations to both governments for fundamental reforms to the pension system. The impact of the recommendations and those of other pension law reform initiatives across the country will be profoundly felt by plan sponsors and members alike in the coming months and years. 

Chris believes it is important to be involved in both professional and community organizations and to give back to the community in which we live.  He is the Vice-President and a member of the National Board of Directors of the Association of Canadian Pension Management, and a past member of its Alberta Council. Chris also sat on the Stakeholder Task Force on Common Pension Standards for the Canadian Association of Pension Supervisory Authorities.  He is a frequent speaker on topics related to pensions, benefits and executive compensation matters and for several years was a volunteer lecturer at the Alberta Bar Admission Course.  In addition, Chris is involved as a youth basketball coach in Calgary.

Before Spectrum HR Law was created, Chris was a partner at a leading national law firm, heading the Pensions and Benefits practice in Calgary and Western Canada. Chris has been practicing law for 16 years. In 2010, Chris was honoured to be recognized again by The Best Lawyers in Canada in the specialty of Employee Benefit Plans.    




Robert  Brown
Director, Institute of Insurance and Pension Research   
University of Waterloo


Rob Brown graduated from the University of Waterloo in 1971 with a BMath degree.  He added a MA in Gerontology in 1994 (Waterloo) and a PhD (Gerontology) from Simon Fraser University in 1997.  Rob is a Fellow of the Canadian Institute of Actuaries, a Fellow of the Society of Actuaries, an Associate of the Casualty Actuarial Society.

Professor Brown was President of the Canadian Institute of Actuaries in 1990/91 and was President of the SoA in 2000-2001.  Rob is now Chair of the International Actuarial Association’s Social Security Committee and sits on the IAA Executive Committee.  Rob also was the Research Chair for the Ontario Expert Commission on Pensions 2007-08.

Rob has authored seven books including 'Economic Security for an Aging Canadian Population’ (1999). Professor Brown has published more than fifty articles in refereed journals.  His research focus is the evolution of financial security programs in times of rapidly shifting demographics.

Rob Brown is presently Professor of Actuarial Science and Director of the Institute of Insurance and Pension Research at the University of Waterloo.




Lisa But1er Beatty    
Appleby

Dr Lisa Butler Beatty is a Senior Lecturer in the Faculty of Law at the University of Tasmania (Australia) where she has had responsibility for Contract Law, Trusts and Equity. She also is responsible for the Superannuation Law course in the University of Melbourne Masters of Law Program. Lisa is admitted to practice as a Barrister and Solicitor in Victoria and she has an appointment as Counsel at Freehills where she assists with superannuation and trust related issues.
 
Most recently Lisa has taken leave from the University to make a sojourn back into full time practice.  In July 2009 she joined the Private Client & Trusts Practice Group at Appleby Global to assist with pensions and general trust matters in both Bermuda and London.
As an academic, Lisa’s research focuses on superannuation and pensions law, equity and trusts and general commercial law.  She was awarded her PhD in 2004 and it is entitled “The Priority of the Trust in the Age of Superannuation”. Other publications include various articles and chapters in books in the area of superannuation law and trusts. She is the co-author of two titles in Halsbury’s Laws of Australia (including the Superannuation title) and is a contributor to the CCH Australian Superannuation Law and Practice. Lisa’s current project is a book in the Butterworths Black and Silver series entitled Law of Superannuation (which one day she will eventually finish!)
 
Lisa serves on the Steering Committee of the International Pensions and Employee Benefits Lawyers Association (IPEBLA) and the editorial board of the International Pension Lawyer.
 


Kenneth E. Burns, LL.B., M.B.A.
Partner
Lawson Lundell LLP



Mr. Burns is a partner at Lawson Lundell LLP and practices exclusively in the firm's pension and employee benefits law practice group. He advises pension and benefit plan sponsors, administrators and trustees on a range of legal and regulatory issues affecting their plans. Mr. Burns is frequently involved in pension plan governance and compliance monitoring projects, fiduciary protection (insurance and indemnities) questions, regulatory applications and providing advice on pension disputes. He works with trustees and managers on maintenance of pension documents, including plan texts, trust declarations, investment policies, investment management contracts and other service provider agreements. Mr. Burns acts for clients in both the public and private sectors, and for both single employer and multi-employer plans. He has an M.B.A. degree from McGill University and a law degree from the University of Western Ontario. Mr. Burns is a member of the Association of Canadian Pension Management, the International Foundation of Employee Benefit Plans, the Canadian Pension and Benefits Institute and the International Pension and Employee Benefits Lawyers Association.




Judy Cameron
Managing Director, Private Pension Plans Division,
Office of the Superintendent of Financial Institutions


Judy Cameron joined the Office of the Superintendent of Financial Institutions (OSFI) in 1999 and became Managing Director of the Private Pension Plans Division in April 2007.  In this role, she is responsible for all aspects of the supervision and regulation of private pension plans subject to federal legislation.   Prior to joining the Pensions Division, she was the Director of Legislation and Policy within OSFI’s Regulation Sector. 

Ms Cameron’s financial sector career began with the Royal Bank of Canada.  In 1992, she was seconded to the federal Department of Finance, where she worked on a range of policy initiatives related to financial institutions regulation.  In 1999, Ms. Cameron moved to OSFI to contribute to the development of regulatory guidance and prudential policy positions in relation to financial institutions.    

Ms Cameron holds an MBA in Finance from Dalhousie University.  She also holds a Bachelors of Science from Queen’s University and a Masters of Science from McGill.





Margaret Clemens    
Littler Mendelson, P.C. (Rochester)

Margaret Clemens is a trial attorney with significant experience in all aspects of employment litigation, including both trial and appellate work, and concentrates her practice in the areas of ERISA litigation and employment discrimination.

Ms. Clemens handles complex ERISA cases, including class actions. She has authored articles and has conducted numerous seminars on developments in both the ERISA litigation and the employment law areas, including strategies for avoiding lawsuits, recent developments in ERISA and the laws prohibiting discrimination in employment, the preservation of documents and electronic discovery, violence in the workplace, and workplace harassment.

Ms. Clemens has been elected by her peers to be included in the 2008 edition of The Best Lawyers in America® for Labor and Employment Law. Ms. Clemens has also been recognized as a 2008 "Super Lawyer" in Employment & Labor law based on a peer-review survey by New York Super Lawyers magazine. She was also recognized by the Women's Council of the Rochester Business Alliance as a finalist for the Athena Awards which recognizes local women for their professional and community service achievements.

Education
Albany Law School, J.D., magna cum laude (Executive Editor, Albany Law Review)
State University of New York at Albany, B.A., summa cum laude

Honors & Awards
  • 2008 and 2005 Athena Award Finalist for being one of the outstanding women leaders in our community
  • 2008, 2007, 2006 Selected as one of the best lawyers in America in the area of Labor and Employment Law in The Best Lawyers in America
  • 2008 Recognized at 4th Annual Satthi Dinner for her outstanding pro bono work for victims of domestic violence from Southeast Asia
  • 2004 Rochester Women's Network "W&$34; Award Finalist
  • 2003 New York State Bar Association President's Pro Bono Service Attorney Award in recognition of her outstanding contributions of time, resources and expertise to the provision of legal services to the poor
  • 2002 Alternatives for Battered Women's "Restore the Hope Award" in recognition of her extraordinary commitment to promoting peace and restoring hope in our homes and communities
  • 1999 New York State Women's Bar Association Pro Bono Award in recognition for her significant contributions to the provision of pro bono legal services to her community
  • 1998 Nathaniel Award Nominee, in recognition of her exceptional dedication to the legal profession by giving above and beyond the call of duty in civic and professional accomplishments, all in the name of justice. "Restore the Hope" Award for pro bono services to victims of domestic violence
  • 1998 100 Heroines Rochester Area Honoree
  • 1997 President Clinton's Service Award Nominee
  • 1996 United Way/J.C. Penney Golden Rule Award Finalist for outstanding pro bono legal work; nominated by Volunteer Legal Services Project
  • 1989 Monroe County Bar Association Attorney Advisor Award for coaching the winning high school mock trial team in a county tournament
  • 1987 William McKnight Volunteer Service Award presented by Volunteer Legal Services Project for outstanding legal services to the poor in our community

Activities
  • Board of Directors, Greater Rochester Area Women’s Bar Association (GRAWA)
  • Co-Chair, Judicial Evaluation Committee, GRAWA
  • President, Board of Directors, Alternatives for Battered Women (ABW)
  • Executive Committee and Personnel Committee, ABW
  • Volunteer attorney, Volunteer Legal Services Project
  • Governor's Task Force on Development of Model Domestic Violence Employee Awareness and Assistance Policies for Businesses
  • New York State and Monroe County bar associations
  • Leadership Rochester
  • Past member of the Board of Directors for Girl Scouts of Genesee Valley
  • Member, Finger Lakes LGBT Workplace Alliance
  • Leader, Brownie Girl Scout Troop, Girl Scouts of Genesee Valley



Terry Duggan    
BC Maritime Employers Association


Terry Duggan (CGA, MBA) has been an advisor to the waterfront industry pension and benefit plans since 1988.  He served as trustee on a multi-employer pension plan from 2005 through 2009.  In his current capacity as Vice President Finance and Corporate Secretary for BC Maritime Employers Association, he is involved with two defined benefit pension plans with a combined asset base in excess of $900 million.

BCMEA is a multiemployer waterfront organization, representing 62 ship owners and agents, stevedores, container, bulk and break bulk terminal operators on Canada’s west coast.



Judy Erickson
Manager, Pensions
Teck Resources Limited


Judy Erickson, Manager, Pensions for Teck Resources.  Judy has been with Teck for over 30 years in the Human Resources area specializing in benefits and pensions and currently manages the administration, education and communication for over 20 defined benefit, defined contribution and supplemental pension plans.  Judy also serves as the Secretary for the B.C. Regional Council of the ACPM.



Robert  Ferchat    
Professional Corporate Director


Robert  Ferchat, 75 has served in senior executive roles in a number of companies including CEO of Northern Telecom Canada and senior finance and sales roles at Ford Canada. He retired as Chairman and CEO of BCE Mobile Communications (Bell Mobility) in 1999 after holding that position for five years.

Prior to BCE Mobile Communications Bob served two years as Chairman and CEO of TMI Communications, a satellite service company and before that served as chairman of Atomic Energy of Canada.  From 1985 to 1990 he was President and CEO of Northern Telecom Canada following his two year stint as President and CEO of Northern Telecom International from 1983 to 1985. From 1977 to 1983 he was EVP and CFO of Northern Telecom Limited

He currently serves on the Board of Directors of Brookfield Homes in the U.S., and CPNI a startup company in the mobile payments space .He has authored two books, ‘One Plus One = Three’ and more recently ‘Tangled Up In The Past’. He has also authored a dozen commentary letters on the subject of  general management.

Bob’s formal education is in finance, attaining an FCA (Fellowship) in 1990 after obtaining a CPA degree in 1958 and a CA in 1961 in Canada. Bob feels his informal education and investigative curiosity continues unabated and today is part of that educational process.



Louis-Vincent Gave
Chief Executive Officer
MW GaveKal Asia Limited

After receiving his bachelor's degree from Duke University and studying Mandarin at Nanjing University, Louis-Vincent joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a couple of years, Louis-Vincent left the army and joined Paribas Capital Markets where he worked as a financial analyst first in Paris, then in Hong Kong.

Louis-Vincent left Paribas in 1999 to launch GaveKal Research with Charles Gave and Anatole Kaletsky in London. In 2002, Louis-Vincent left the London office and returned to Hong Kong; the idea at the time was that Asia was set to become an ever more important factor in global growth and that, consequently, GaveKal needed to offer its clients more information, and more ideas, relating to Asia.

Louis-Vincent contributes frequently to the research and was the main author of our books “Our Brave New World” and “The End is Not Nigh”. Louis-Vincent is CEO of Gavekal and Marshall Wace GaveKal.





Rosalind Gilbert
Senior Actuary and Vice President
Aon Consulting Inc.

Rosalind Gilbert is a senior actuary and vice president in Aon's Vancouver Retirement Strategies practice, providing actuarial and pension consulting services to a variety of clients.  Roz specializes in the design, financing and governance of all types of pension arrangements.  She has experience with executive arrangements, patriation issues, pension committee and trustee education, plan sponsor forums, and member education.   Roz has written articles in pension-related publications and speaks regularly at industry conferences.  She is a member of the ACPM Board of Directors, the National Advocacy and Government Relations Committee (AGRC), and the BC Regional Council.  She is also a member of the Joint Advisory Group currently providing input into the new BC and Alberta pension legislation.






Christine Girvan
Managing Director, Sales – Canada
MFS Investment Management


  • Joined MFS in 2010.
  • Previous experience includes 9 years as Chief Executive Officer, Head of North American Sales, and Vice President of Global Investments at Fortis Investment Management Canada Ltd.; 6 years as Vice President, International Investments at Guardian Capital Inc.; 1 year as Equity Fund Manager at Credit Lyonnais Asset Management (France); 3 years as Junior Equity Fund Manager, Asia at UAP - Banque Worms France.
  • Affiliations include Certified EFFAS Financial Analyst (European designation)
  • University of Lyon, France, French Masters Diploma, with honors



Andrew Harrison
Partner
Borden Ladner Gervais LLP

Andrew graduated from the University of Natal (South Africa) with a Bachelor of Commerce degree (1982) and a Bachelor of Laws degree (1984), and from Queen’s University with a Bachelor of Laws degree (1988).  He is a partner at the national law firm of Borden Ladner Gervais LLP and is the leader of the firm's national pension practice.  His practice includes advising corporate clients and pension funds on a wide range of pension and employee benefit issues.  Andrew is a member of the Pension & Benefits Section of the Canadian Bar Association, the International Pension and Employee Benefits Lawyers Association, and is past chair of the Association of Canadian Pension Management’s Advocacy and Government Relations Committee.  Andrew has been selected for inclusion in the 2010 edition of The Best Lawyers in Canada (Employee Benefits Law).



Kathy Leavens    
Connor, Clark & Lunn Investment Management


Kathy joined Connor, Clark & Lunn Investment Management Ltd. in 1988 and is a member of the client solutions team, responsible for institutional client service.  She is also the Compliance Officer for the firm.

CFA; MBA (1983), BSc (1981), University of British Columbia.



Michel  Malo
Managing Director, Investment Strategy & Co-CIO   
University of Toronto Asset Management


Michel Malo joined UTAM in October 2009. His responsibilities include investment strategy for private markets and he is also Co-CIO of UTAM.

Michel has extensive investment management experience with leading financial organizations in Canada. Throughout his twenty five year career he has been involved with all facets of the investment management business both from the plan sponsor and the investment manager perspective. He has actively participated in the establishment of two leading Canadian asset managers. Prior to joining UTAM, he served as Executive Vice President in charge of Portfolio Optimization, Hedge Funds and also Commodities with La Caisse de Dépôt et Placement du Québec. Michel served as Chief Investment Officer for State Street Global Advisors and was a founding partner in Natcan Investment Management.

Michel earned a Bachelor of Commerce from Concordia University and holds the Chartered Financial Analyst designation.



Jay Mann    
CN

Jay Mann is Senior Manager of pensions and benefits at Canadian National Railways where he has worked for over 16 years. He has responsibility for the design, governance, communication and administration of pension and benefit plans at CN. 

Mr. Mann received his undergraduate degree in Actuarial Science from the University of Laval in 1994. He is an Associate of the Society of Actuaries and a member of the Board of Directors of the Association of Canadian Pension Management.





Ian McSweeney
Partner, Pensions & Benefits
Osler, Hoskin & Harcourt LLP

Ian practises exclusively in the field of pensions and employee benefits and advises clients on pension plans, supplemental retirement arrangements, deferred profit sharing plans and other employee and executive compensation programs. He provides advice with respect to both private and public sector pension plans, and is consulted on pensions and benefits issues by plan administrators, plan sponsors, corporate trustees, boards of trustees for multi and single employer plans and governmental agencies responsible for pension administration. Ian is the editor of Pension Benefits Law in Ontario (Carswell) and a former Vice-Chair of the Pension Commission of Ontario (now Financial Services Commission of Ontario) Legal Advisory Committee.

Recent Matters
• The Nortel Board of Directors on pension matters in the Nortel CCAA restructuring.
• Surplus distribution settlements in connection with a Montreal trust partial wind-up.
• Imperial Oil in forced annuitization and partial wind-up matters before the Ontario Financial Services Tribunal.
• Ongoing advice to clients on pension plan administration, governance and compliance issues, including trust law and surplus issues and pension plan termination issues.

Professional Affiliations
• Canadian Bar Association
• Canadian Pension & Benefits Institute
• Association of Canadian Pension Management (ACPM)
• International Pension and Employee Benefits Lawyers Association (IPEBLA), Past Chair of IPEBLA Steering Committee

Acknowledgements
• Chambers Global: The World’s Leading Lawyers 2010: Employment
• The Canadian Legal Lexpert Directory 2009: Pensions
• The Best Lawyers in Canada 2010: Employee Benefits Law

Publications/Events
Ian has lectured at various programs sponsored by the Ontario Bar Admissions Course, the Canadian Bar Association–Ontario, The International Foundation of Employee Benefits, the Canadian Pension Conference, the Law Society of Upper Canada, the Trust Companies Institute, Insight, Federated Press, The Canadian Institute, Lexium, the Canadian Tax Foundation, IPEBLA and The Conference Board of Canada.

 


Dan Morrison, FSA, FCIA    
Towers Watson

Dan is a senior consultant and retirement practice leader for Towers Watson in Calgary.

Dan has worked in the pension and employee benefits industry for over 25 years.  His wide-ranging experience includes serving as the actuary and account manager to two of Canada’s five largest pension plans, and two years as Senior Manager, Pension and Benefits for a large Calgary-based multi-national corporation.  Dan’s practice focuses on the governance, design and actuarial needs of defined contribution and defined benefit pension plans.

Dan is a graduate of the University of Waterloo, with a Bachelor of Mathematics in Actuarial Science and Statistics.  He has been a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries since 1986.  Dan has served as chair of the Institute’s Task Force on Pension Plan Excess Surplus Issues, and its Committee on Liaison with Government Authorities on Pension and Social Security Matters.  Currently, he maintains an active role with the Association of Canadian Pension Management, serving on the Alberta Regional Council and the national Strategic Communications Committee.




Susan  Nickerson    
Hicks Morley LLP






Jay Parker, BA, CEBS
Executive Director
UBC Staff Pension Plan



Jay Parker is the Executive Director of the University of British Columbia Staff Pension Plan. With approximately $730 million in assets, the UBC Staff Pension Plan provides benefi ts to approximately 6,200 active and 3,000 former staff employees of UBC and related employers.

As Executive Director, Jay leads the UBC Pension Administration Office in administering the Staff Pension Plan. Jay has been the Plan Administrator since he joined UBC in 1992 and has been a member of the Pension Board that oversees the Plan since 1997.

Jay has a Bachelor of Arts from UBC and has attained the Humber College CEBS designation. He is an active member of the Canadian Pension and Benefi ts Institute (CPBI) and a member of the BC Regional Council for the Association of Canadian
Pension Management (ACPM).




Scott Perkin
President, ACPM
Director, Plan Policy & Corporate Privacy Officer
Ontario Teachers’ Pension Plan

Employees of the Ontario Teachers’ Pension Plan administer the pension plan for 325,000 current and former teachers in Ontario.  As Director of Plan Policy, Scott is responsible for a number of plan administration activities including regulatory compliance, policy development, dispute resolution, plan interpretation and documentation, stakeholder relations and reciprocal transfer arrangements.   As Corporate Privacy Officer, Scott is responsible for monitoring and promoting compliance with Teachers’ Privacy Code (for pension plan members) and Privacy Policy (for employees).
 
Prior to joining Teachers’ in 1996, Scott practiced pension law at McCarthy Tétrault where he advised clients on a number of pension matters including plan governance, regulatory compliance, plan design, wind ups, plan insolvency and surplus issues.  Scott initially joined the pension industry in the late 1980’s serving as Legal Counsel to the Superintendent of Pensions and the Pension Commission of Ontario during the early years of the Pension Benefits Act, 1987 and the initial regulation of surplus withdrawals.
 
Scott received his Bachelor of Commerce degree from the University of Toronto and his Bachelor of Laws from Queen’s University. He was called to the Ontario Bar in 1988.  Scott is currently the President of The Association of Canadian Pension Management (ACPM). He also serves as a Board Member and as a member of the Advocacy and Government Relations Committee of the ACPM.

 


Michael Peters
Executive Director
Financial Institutions Commission of British Columbia (FICOM)

Michael Peters is Executive Director, Pensions, for the Financial Institutions Commission of British Columbia. He has been with FICOM for four years, and part of the pensions regulator in British Columbia for 16 years. Prior to becoming Executive Director, he was a Senior Analyst with the regulator. Before joining the government of British Columbia, he was with the Registered Plans Directorate of Revenue Canada. The department administers and enforces the Pension Benefits Standards Act, which applies to approximately 770 pension plans registered in the province, as well as to plans registered elsewhere that have British Columbia members. He has responsibility for pension policy, program and delivery throughout the province.

Prior to joining the British Columbia regulator, Mr. Peters worked with the Registered Plans Directorate of Revenue Canada from 1988 to 1994.




Michel St-Germain
Partner
Mercer (Canada) Limited


Education
• B.Sc. in Actuarial Sciences – Université Laval (1972)
• M.Sc. in Business Administration – Massachusetts Institute of Technology (1974)
• Fellow of the Society of Actuaries and the Canadian Institute of Actuaries (1976)
• Governor General’s Medal (1972)

Experience
• Year of hire: 1975
• Total years of consulting experience: 36

Main responsibilities
• Design, funding and administration of pension plans and employee benefit programs
• Financial analyses, actuarial valuations and actuarial projections for pension plans
• Assistance in strategic planning for pension plan funding and risk management
• Strategic advice on how pension plans can contribute to the attainment of corporate goals
• Participation in clients’ collective bargaining

Other professional activities
• Member of the Board of the Canadian Institute of Actuaries and Chair of the Member Service Council




Roy Stuart
Hewitt


Roy has been providing advice on pensions, benefits and related financial matters for over 38 years. His career includes more than 19 years of consulting experience. Roy has worked for Treasury Board Canada as a senior advisor on pensions and human resources issues. He has also worked in various senior capacities for the Province of British Columbia, including Executive Director with the Public Sector Employers’ Council and Deputy Superannuation Commissioner. Roy has served on a number of pension and other boards.

Roy joined the Coles Group—which later merged with Hewitt Associates—in 1996. He leads Hewitt’s human resources governance practice in Western Canada, and consults with clients in the public and private sectors.

Roy is a frequent speaker on pensions and related public policy issues at CPBI, HRMA, and union and business group meetings. He teaches the Humber College pension administrators certificate course and conducts retirement and financial planning seminars.

Roy is a graduate of Simon Fraser University. He has a Certificate in Employee Benefits from Humber College and a Certificate in Financial Planning from the Canadian Institute of Financial Planning. He is currently enrolled in the Conflict Resolution certification program with the BC Justice Institute.

Relevant Highlights from Roy’s career include:
  • Currently consulting to the governors of a number of public and private sector pension and benefit trusts and endowment funds on improving governance structures and programs, risk management, strategic planning and multi-year business planning.
  • Providing consulting leadership to public and private sector clients as they develop and execute pension and benefit design and financing strategies that best fit their human resources and broader business objectives.
  • Assisted through facilitation and mediation the development of a joint agreement on the governance of the ICBC Pension Plan, including funding and sharing of responsibility for surpluses and deficits.
  • Assisted the Board Chair facilitate the process resulting in the independent joint governance and current cost sharing arrangements for the BC Colleges Pension Plan, Municipal Pension Plan, Public Service Pension Plan and Teachers Pension Plan.
  • Served as a member of each of the four BC public sector pension boards and the board of the BC Crown Corporation Employers’ Association.
  • Consulted to the Speaker of the BC Legislature and facilitated a multi-party consensus on the design and introduction of the current pension arrangements for BC MLAs.
  • Designed and implemented early retirement programs for employees in the public service, education, health and crown corporation sectors.
  • Independently investigated and reviewed controversial severance arrangements for senior public officials, producing published findings and recommendations.
  • Administrator and Secretary to the BC Pulp and Paper Pension Plan Board of Trustees.




William (Bill) E. Tilford
Vice-President and Head of Global Corporate Securities, Public Market Investments
Canada Pension Plan Investment Board

Bill leads the Global Corporate Securities group as it builds and executes bottom-up, active security selection strategies in securities issued by public companies. Most recently, he spent 12 years at Connor, Clark & Lunn Investment Management where he built and helped lead the Quantitative Investment Team. With over 20 years of financial experience, he previously held senior positions at BMO Capital Markets and Merrill Lynch Canada.

Bill holds an Honours Bachelor of Mathematics degree and a Master of Mathematics degree from the University of Waterloo.



Dr. Jim Tomkins
President Emeritus
University of Regina

Dr. Tomkins holds a M.S. and Ph.D. in statistics from Purdue University and a B.A. (Honours) in mathematics from the University of Saskatchewan.  In 1969, he joined the faculty of the University of Regina, where he also served as Head of the Department of Mathematics and Statistics and as Vice-President and President of the University before his retirement in 2008.  Dr. Tomkins has been an active researcher, authoring more than 60 articles in mathematical and statistical journals. 

Dr. Tomkins has been involved in pension plan administration since 1971, when he was appointed to the U of R’s Academic and Administrative Benefits Committee; he served on that committee until 2005 and was re-appointed earlier in 2010.  Since 2002, he has been a trustee of the Saskatchewan Healthcare Employees’ Pension Plan (SHEPP) and currently chairs SHEPP’s board of trustees.




Graydon Watters    
FEIC

Graydon Watters is the founder and President of The Financial Education Institute of Canada. Graydon is the best-selling author of several books including: Financial Pursuit, Financial Survival for the 21st Century, How to Choose a Financial Advisor and From Work to Eternity. He has also been featured on radio and television and has been quoted in many newspapers and financial publications.

Graydon has devoted forty years to the financial services industry, including two decades as an investment advisor, and two decades as an educator. During this time he has assisted thousands of individuals with their investment decisions.

Graydon has three active adult children. He has numerous hobbies and interests including a voracious appetite for reading business, financial, philosophy, and psychology books. He is an active sports participant in cycling, tennis, swimming, and he is passionate about downhill skiing.

Testimonials refer to his enthusiasm, commitment, dynamism, and innovative educational programs and systems. Often said, “He is the most dynamic, insightful, and just downright useful teacher of financial, retirement, and lifestyle planning education in Canada today”.

His seminars and workshops are tailored to suit the specific audience and he has lectured to corporate, professional, and public audiences throughout North America. He is available for a limited number of financial planning and retirement education seminars and keynote addresses each year.




Becky J. West
Director Client Servicing
Addenda Capital

Canadian Securities Course, 1982
B.A., University of Toronto, 2001
Certified Investment Management Analyst (CIMA), 2004

Becky West joined Addenda Capital in 2008, and is responsible for servicing clients in Ontario and Western Canada. Prior to joining Addenda, Becky was Director, Retirement Services with Russell Investments Canada Limited, responsible for Russell’s DC strategy in Canada

With over twenty years in the investment and retirement industry (including Sun Life and Confederation Life, in addition to the above), Becky has extensive experience in client servicing and business development as well as governance, portfolio analysis and performance measurement.

An interest in the health of the retirement industry in Canada has led to Becky’s involvement with the Association for Canadian Pension Management (ACPM). She is a member of the Board of the ACPM where she is a member of the Audit and Finance Committee. She is past Chair of the national Advocacy and Government Relations Committee (AGRC) and a member of the Issues Committee for the Ontario Regional Council. Becky chairs the DC Issues sub-committee of the AGRC charged with examining DC issues in Canada and developing the ACPM’s position on potential solutions. She sits on the AGRC subcommittee dealing with the impact of securities legislation on the retirement industry, the ACPM Funding Committee and the Government Relations Subcommittee. In addition, Becky has been involved in a number of industry Task Forces, including the ACPM/PIAC Joint DC Task Force, the Joint Forum CAP Industry Task Force, the Consumer Dispute Resolution Task Force, the Federal Investment Regulations Task Force and the Joint Forum Industry Working Group on Differences in Investment Rules for Funds .