Canadian Retirement: Mind the gap and bold steps to help mend it.
Learn about the latest economic projections and how they are going to impact the retirement plans in Canada. With multiple challenges threatening private retirement plans, companies need to implement bold strategies to help ensure that their employees can get to retirement more financially fit for the future.
The focus in 2018 will be on bold ideas for mending the long-term saving gap. We will share emerging designs and innovative solutions that will help improve retirement outcomes. Join us as we discuss how creative thinking can help transform the future of retirement reality of many Canadians.
WHO SHOULD ATTEND?
Finance, Legal and HR Professionals involved in the management of retirement, savings and investment plans.
MASTER OF CEREMONIES:
PARNELL HOUWELING, PRINCIPAL
Parnell has more than 20 years of experience in the benefits consulting field. He manages client relationships and helps them to benchmark their benefit plan provisions. He also facilitates the design and implementation of the resulting improved programs. As well, Parnell advises his clients on the administration and governance of their group benefit plans, including the review of contracts and financial agreements, pharmacy management approaches, and claim trends. In addition, he provides advice on wellness initiatives, plan communication, financing approaches and vendor selection.
Parnell’s clients include those with unionized and trusteed arrangements, and those in the private and public sectors. He has worked with multi-employer trusteed plans and related third parties. In all cases, he helps these clients manage their benefit programs and related issues by providing advice on plan funding, design and governance, as well as wellness and pharmacy management.
Parnell graduated from Dalhousie University in 1995 with a bachelor of commerce in finance and human resource management. He is a member of the Canadian Pension and Benefits Institute and the International Foundation of Employee Benefit Plans.
DAVID ZANUTTO, PARTNER
David advises large institutional clients on a wide range of investment matters, including asset-liability modelling, strategic asset allocation, risk management, portfolio structuring and general investment policy issues. He is also responsible for developing our investment-related intellectual capital across Canada.
David is a CFA Charterholder, as well as a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries. He earned an honours bachelor of science in mathematics from Carleton University in Ottawa, and received the Governor General's Award as the top student in his graduating class.
LUIS RAMIREZ, PRINCIPAL
Luis helps his clients with investment selection and manager monitoring, defined contribution (DC) record keeper selection and review, asset allocation, and fiduciary/governance best practices. He also provides advice on company stock plans, investment policy statements, charter documents for retirement and savings plans, and all-in fee analysis.
Luis has more than 20 years of experience in financial services, working with both large and small companies in Canada and the United States. He has worked with some of Canada’s largest companies on DC, retirement, investment, and savings plans, and has advised many pension and investment committees.
Prior to joining Mercer, Luis was in a similar role with another large consulting firm. Before his consulting career, he was the Regional Director for Sun Life Financial’s Western Canadian Group Retirement operations and spent 14 years in the group pensions department of Fidelity Investments.
Luis holds a Bachelor of Arts in Labour Management Relations from the University of Toronto. He is a regional council member of the Canadian Pension and Benefits Institute and an active member of the Association of Canadian Pension Management.
DEANNA (DEA) NAPEN, PARTNER
Dea is the relationship manager and lead retirement consultant to western Canadian clients in both the public and private sectors. She focuses on the design, funding and accounting for both registered and non-registered pension plans, and works with our retirement consultants across Canada in their business development activities.
Prior to joining Mercer, Dea was the Executive Director of Workforce Risk Strategies in the Workforce Planning and Leadership Secretariat of the Ministry of Citizens' Services in British Columbia. During her tenure at the BC government, Dea was responsible for the strategy and development of BC's workforce planning/projection process.
Before her work with the BC government, Dea was a principal and consulting actuary in the Calgary office of another major consulting firm. During her twenty year career at this firm, she fulfilled several roles including those of client relationship manager and retirement consultant/actuary. She also helped to develop their workforce planning practice for western Canada. In addition, Dea was a member of this firm’s Canadian Privacy Task Force, assisting in the implementation and training related to Canada's privacy legislation.
Dea earned a Bachelor of Science from the University of Victoria, with distinction, in mathematics and with an emphasis on probability and statistics. She is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries. Dea is also a member of the Canadian Pension and Benefits Institute and the Association of Canadian Pension Managers.
SABRINA GILANI, PRINCIPAL
Sabrina is a member of Mercer’s Canadian Target Date Fund Research Team. She combines her actuarial and investment expertise to advise plan sponsors on a wide range of strategic investment matters relating to defined benefit and capital accumulation plans. These including asset mix allocation, investment structure, performance monitoring, manager search/selection, and investment sensitivity analysis. She is also involved in the governance and plan design of capital accumulation plans.
Sabrina graduated from the University of Waterloo in 2007 with a Bachelor of Mathematics in actuarial science. She is a Fellow of the Society of Actuaries and an Associate of the Canadian Institute of Actuaries, as well as a CFA Charterholder.
See All of Mercer’s 26th Annual "Retirement Outlook and Fearless Forecast" Events
Click below to see all the dates and locations of Mercer's 26th Annual "Retirement Outlook and Fearless Forecast" events.
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