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CPBI Ontario Winter Newsletter

2017 Winter Newsletter


Martin Leclair, Proteus Performance Management

Dear CPBI Ontario members and supporters:

As you know Jackie Ablett retired from active duty as our Regional Administrator at the end of 2015 and helped us through the 2016 Mont-Tremblant Conference. We had brought on board Peter Waite and his team at Association Management International to fulfill the Regional Administrator role going forward.

While we were very pleased with their work, Peter informed us that due to changing circumstances in his firm, it was necessary to end the regional administration contract effective March 31, 2017. I can assure our members that the robust governance framework and operational efficiencies the AMI team helped implement with your Regional Council will remain.

I am pleased to announce that the region’s executives has decided to engage the CPBI National Office to provide the region with administration services going forward. Christine Lee at the National Office will be taking over the Ontario Regional Administrator responsibilities effective April 1, 2017. Peter and Christine are working closely together to ensure a smooth transition over the next month.

On behalf of all of us I want to thank Peter and his team for the hard work that they have done over the past year.


CAPSA Pension Plan Governance Guideline #4 - Redux

by Cam MacNeish, BFL Canada Consulting Services Inc.

On December 22 2016, the Canadian Association of Pension Supervisory Authorities (CAPSA) released their revised Governance Guideline #4, together with the accompanying Pension Plan Administrator Governance Self-Assessment Questionnaire and FAQ document. Read more.

OSFI Publishes Guidance on Related Party Restriction Rules

by Scott McEvoy, Borden Ladner Gervais LLP

On November 18, 2016 the Office of the Superintendent of Financial Institutions Canada (OSFI) published guidance (Guidance) in relation to amendments to the related party restriction rules contained in Schedule III (Schedule III) to the Pension Benefits Standards Regulations, 1985 (Canada ) (PBSR) that came into force July 1, 2016.  Read more.

The Key Attributes of a Successful Investment Program

by Claude Macorin, Principal Consultant, Macor Capital Management

Why is it that some investment programs do consistently well while others tend to lag their benchmarks and peers?

The need for a long-term focus

Success starts with having a long-term focus and not being unduly distracted by short-term events. This is because over the long-term there is a clear equity risk premium and a long-term investor has a decided advantage due to the ability to capitalize on liquidity premiums and market dislocations. And by long-term, I don’t mean a year or two but a full business cycle, i.e. six years or more.  Read more.


Shenagh Rosa, Manager, Pension Compliance and Communications

Plan Sponsor Profile - Shenagh Rosa, The United Church of Canada

What is your current role at The United Church of Canada?

I hold on a multi-faceted role in the operation of The United Church of Canada’s defined benefit (DB) pension plan. This role allows me to: • Support the Pension Board and the Pension Plan Advisory Committee in its oversight of the pension plan’s administration and compliance. • Provide guidance to our administration team, handling escalated DB pension administration issues. I respond to complex plan member queries and frequently interact with legal counsel and other service providers in this role.• Oversee the church’s pension and benefits-related communication, reviewing content for accuracy and completeness.• Lead and participate in several internal projects including a webinar designed to educate members all across Canada about their pension plan and retiree benefit plan. Recently, I really enjoyed revamping a web-based annual report of the pension plan for members.
Read more.


Sponsorship Information is now available >>CLICK HERE<<
Program Details will be available shortly.


Ontario Region Call for Nominations

Each year we invite members who are interested in serving on the Ontario Regional Council or an Ontario Regional committee to submit their interest in writing. This year there are several vacancies to fill on Council. Any interested member is asked to complete the attached application and either mail, fax or e-mail it back to the Ontario Region's office.

CPBI's Ontario Regional Council holds seven meets meetings each year. It oversees the work of committees in a number of key areas, including programming, conference, finance and education. Committees meet as frequently as required. The attachment includes a summary of the committees and their mandates on the second page. If you are interested in serving on the Council, or on one of the committees, please complete the attached form and return it by April 1.

If you have any additional questions, please feel free to contact our office at 1 877-599-1414. A member of Council will be happy to respond to your questions.


Joyce Stephenson
Chair, Nominating Committee


CPBI Ontario Volunteer Appreciation Award

As a not-for-profit organization the success of the CPBI in Ontario depends in large part on the volunteers who contribute their time, knowledge and expertise. Recognizing their passion, dedication and commitment to the CPBI is an integral part of who we are as an organization.

The criteria for receiving the award are:
- enabling the organization to achieve its mission and purpose in Ontario
- providing outstanding support (in any number of ways such as meeting facilitation, workshop leader, trainer, etc.)
- contributing as a speaker, volunteering on Council and committees

We invite you to nominate a deserving individual by April 1, 2017. Please >>  click here << to download the nomination form.

CPBI London Knights Night
March 9, 2017

Calendar of Events  

Canadian Benefits Program Certificate
April 5 - 7, 2017
>> click here to register << 

The Changing Face of Pension Regulation
Tuesday, April 11, 2017 - From noon to 1 PM
>> click here to register <<

Investment Trends - Breakfast Seminar
Wednesday, May 3, 2017
Toronto Board of Trade 
>> click here to register << 

London Spring Update
Wednesday, May 10, 2017
Best Western Lamplighter Inn
Details to follow

CPBI Ontario Conference
October 18 - 20, 2017
Hilton Fallsview Hotel, Niagara Falls

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