2025 US DC Consultant Study

November 19, 2025 7:30 AM to 9:00 AMNorwood Hotel, Winnipeg, Manitoba

Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person

Breakfast and Seminar presented by CPBI Manitoba

Breakfast at 7:30am - Presentation at 8:00am

Taylor Pidgeon will discuss the US DC Consultant Study Results - consultant and plan sponsor insights related to target date solutions, retirement income, financial wellness programs, and investment trends.

Jeff is the AVP of Chronic Disease Management an ePharmacy at Sun Life and has worked in the digital health space for the last 5 years. Jeff’s mandate is focused on improving health outcomes for members and Canadians at large. Having launched Sun Life’s ePharmacy solution and having built the first chronic disease management journeys in diabetes and respiratory, Jeff is well-versed in developing offerings that aim to improve health outcomes.

Bio:

Alexandra Smith

Alex is the Director of ePharmacy at Sun Life and has worked in the digital health space for the last 7 years. Having launched one of the early ePharmacies in Canada, she has in-depth knowledge of ePharmacies from a technology and clinical perspective and has experienced firsthand how the digital model has been changing the status quo as it relates to accessing care in Canada.

Cancellation Policy

Our Presenter:

Taylor Pidgeon, CFA

Vice President, Defined Contribution - T. Rowe Price

Taylor Pidgeon is a vice president for the Americas division of T. Rowe Price, the organization responsible for the firm's defined contribution business in North America. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price (Canada), Inc., the organization responsible for T. Rowe Price's Canadian institutional business.

Taylor’s investment experience began in 2013, and he has been with T. Rowe Price since 2024, beginning in the Canada unit of the Americas division. Prior to this, Taylor was employed by MFS Investment Management Limited Canada (MFS) where he was responsible for the overall client experience of the company’s defined contribution advisors and recordkeeper partners in Canada. Taylor joined MFS in 2015, where he held prior roles including platform coordinator, associate relationship manager and associate director of relationship management.

Taylor earned a Bachelor of Science degree in economics from the University of Victoria. He has also earned the Chartered Financial Analyst® designation.

Registration Fee

CPBI Members: $65 - Table of Six: $375

CE Credits

1 CE Credit will be offered in partnership with The Insurance Council of Manitoba and the Life Insurance Council of Saskatchewan.

Jeff Chan