Speakers

KEYNOTE SPEAKERS 

Roy Saunderson

MONDAY KEYNOTE 

Roy Saunderson, MA, CRP, is an author and recognition strategist who works at helping people better use recognition and rewards for maximum impact. He is the Chief Learning Officer at Engage2Excel with over 25 years in the recognition field. Roy teaches everyone how to get recognition right through his engaging leadership and management presentations, online webinars, and as a writer answering people’s recognition questions.

Adrian Gostick
& Chester Elton

FRIDAY KEYNOTE 

Adrian Gostick and Chester Elton have spent more than two decades helping clients engage their employees on strategy, vision and values. In their provocative, inspiring and always entertaining talks, they provide real solutions for leaders looking to manage change, drive innovation, and lead multi-generational workforces. Their work is supported by research with more than a million working adults across the globe, revealing the proven secrets behind high performance cultures and teams.

They are founders of The Culture Works, a global training company and authors of multiple award winning, #1 Wall Street Journal and New York Times, bestsellers, All In, The Carrot Principle and Leading with Gratitude. Their books have been translated into 30 languages and have sold more than 1.5 million copies. They have been called “fascinating” by Fortune and “creative and refreshing” by The New York Times. Gostick & Elton have appeared on NBC’s Today Show, CBS 60 Minutes, and are often quoted in Fast Company, Newsweek and Wall Street Journal.

Gostick & Elton are members of Marshall Goldsmith’s #MG100 Global Coaches. In 2020, both ranked in the top 10 Global Gurus in Leadership and Organizational Culture.

INDUSTRY SPEAKERS 

Nicole Ardiel
Benefits Consultant
Dan Berty
Executive Director
Canadian Drug Insurance Pooling Corporation (CDIPC)

Ravipal Bains
Senior Associate
McMillan LLP

Robert Bowness
Director – Employer Operations
BC Pension Corp

Robert has been working for the British Columbia Pension Corporation for over seven years and is now the Director of Employer Operations. He is a results driven leader with expertise in strategy development, operation execution and team leadership; he builds motivated teams to develop and implement strategic priorities while establishing effective objectives and key results to drive high levels of service to clients.

Highlights of his expertise include the following:

  • Developing and implementing organizational strategies while supporting staff through open communication and transparent goal setting resulting in efficiency increases and strong employee engagement results across all key indicators
  • Developing performance management frameworks based on transparent and measurable objectives and key results
  • Building and fostering relationships with senior leaders, peers and clients to drive successful strategy implementation
Dr. Vivien Brown, MDCM, CCFP, FCFP, NCMP
Assistant Professor, University of Toronto
VP North America, Medical Women’s International Association

Donna Carbell
Head of Group Benefits
Manulife 

Donna Carbell is Manulife’s Head of Group Benefits, which provides health benefits to over 23,000 employers across Canada and more than three million Canadians. Donna also oversees the International Group Program (IGP), a network of global insurers who collaborate to support some of the largest multinational companies pool benefit costs globally to better manage their employee benefits programs.

Donna has been with Manulife since 2000, working in progressively senior roles across the organization over the last 20+ years. She holds a Master of Business Administration (MBA) from the University of Laurier in Waterloo and a Bachelor of Arts in Political Science from Carleton University in Ottawa. Donna is a proud member of the Board of Directors for Special Olympics Canada.

Pierre-Luc Chénier
Assistant Director Policy
BCPC

Pierre-Luc Chénier is assistant director of Policy at the BC Pension Corporation. Pierre-Luc leads a team of senior analysts charged with advising the British Columbia public sector pension plans and corporate clients on legislative, regulatory and policy matters.

Marc Corbière, PhD., c.o.
Professeur titulaire/Full Professor en counseling de carrière, Département d'éducation et pédagogie, UQAM
Chercheur au Centre de recherche de l’Institut Universitaire en Santé Mentale de Montréal (CR-IUSMM)
Titulaire de la Chaire de recherche santé mentale et travail, Fondation de l’IUSMM
Wayne Critchley
former Chair of the PMPRB and Senior Associate
Global Public Affairs 
Nick DeLisi
Associate Partner, Head of DC Investments - Canada
Aon

Carlo DiLalla
Vice-President and Head, Client Portfolio Management & Solutions
CIBC Asset Management

Carlo DiLalla is responsible for managing the firm’s institutional asset management business, providing strategic direction on all aspects of business development, client service, consultant relations, and client portfolio management.

Mr. DiLalla has over 25 years of experience in both Canadian and global markets. Prior to joining CIBC in 2012, he was a Principal at Mercer Investments, working closely with a variety of institutional investors, including pension and insurance clients, to construct investment solutions. He also held roles at Willis Towers Watson, Mackenzie Investments, and Royal & Sun Alliance Insurance Company of Canada.

Mr. DiLalla holds an MBA degree from Niagara University and a BComm degree from Concordia University. He has published a number of research papers on investment-related themes and is a frequent speaker at Canadian investment forums. He is also a CFA charterholder and a member of the CFA Society of Toronto.

Derek W. Dobson
CEO
CAAT Pension Plan 

He has more than 25 years of experience in the pension industry. In addition to being the CEO of one of Canada’s most sustainable pension plans, he serves as Co-Chair of the Canadian Public Pension Leadership Council (CPPLC), sits on the Board of the Association of Canadian Pension Management (ACPM), he is a contributor to the International Centre for Pension Management and is a founding faculty member of the Masters of Trust Management Standards (MTMS) of the International Foundation of Employee Benefits and Pensions (IFEBP), and Member of the Legal & Legislative and Public Sector Conference Committee of IFEBP, and is a member of the Pension Committee of the C.D. Howe Institute.

Derek is a featured speaker at pension conferences, and you’ll see his articles in Plans and Trusts, Benefits Canada, HR Professional, HR Reporter and the ACPM Observer.

Derek received the 2019 ACPM Industry Award. This was given in recognition of his leadership and creativity in addressing the challenges facing the Canadian retirement income system through his advocacy for, and development of, solutions to expand Canadians’ access to sustainable and efficient pension plans.

Derek is an Associate of the Canadian Institute of Actuaries (CIA) with a degree in mathematics from the University of Waterloo.

Jordan Fremont 
Partner
Bennett Jones LLP
Dr. Jonathan Gabor
Obesity specialist
Graeme Hay
CIO - TRAF (Teacher’s Retirement Allowance Fund) – Winnipeg, Manitoba

Vincent Houle
Senior Consultant
Linea Solutions

Vincent compte plus de 15 années d’expériences dans le domaine de l’administration de régimes de retraite.  Il a passé les 10 premières années de sa carrière chez AonHewitt où il s’est occupé de l’administration des régimes de retraite de plusieurs clients en plus d’être chargé de projet pour l’implantation de systèmes d’administration et de participer à plusieurs initiatives d’amélioration continue.
Depuis qu’il s’est joint à Linea Solution en 2016, Vincent a travaillé en tant que chargé de projet et analyste d’affaire pour l’implantation de système d’administration de régime de retraite au Canada et au États Unis.  De plus, Vincent a effectué plusieurs études stratégiques aux Canada dans le but d’aider divers régimes de retraite dans la modernisation de leurs pratiques et systèmes d’administration.

Chris Jansen
AVP, Plan Member Guidance & Solutions
Canada Life

Chris has extensive experience in the insurance industry and has been with Canada Life for over 25 years. He has spent the last 18 years in various roles within Group Customer, including new business underwriting and implementation, marketing, pricing, valuation, and technology initiatives. He has an actuarial background with fellowships in the Society of Actuaries and the Canadian Institute of Actuaries.

Currently, Chris leads a team that provides personalized health and wealth guidance to plan members in alignment with Canada Life's Group Customer strategy and objectives.

Stephen James
Vice-President
Linea Solutions

Stephen James, Vice President Business Development / Senior Principal Consultant

Stephen is a senior operations, account management, and business development executive who has successfully delivered complex pension solutions to clients across North America. One of his chief strengths is his ability to work both on management and delivery on projects. He has consulted in the pension industry for over 25 years, first as an actuary, then as a software solution provider and now with Linea. Stephen has worked with pension plans in the US and Canada, providing consulting services ranging from strategic planning through to procurement and implementation. Between 1998 and 2021 Stephen has overseen the delivery of pension administration solutions to Canadian pension plans across the country, including British Columbia Pension Corporation (BCPC). Stephen currently lives just outside of Ottawa in Stittsville, Ontario, Canada.

Stephen’s role at Linea is split between providing leadership on client accounts and business development, especially for Linea’s growing Canadian presence.

Stephen has a BSc. in Mathematics and Computer Science from McGill University. He is fellow of the Society of Actuaries (FSA) and the the Canadian Institute of Actuaries (FCIA)

Jennifer Katzsch
Regional Vice-President
Western Canada Desjardins Assurance

Jennifer leads the Business Development and Client Relationships teams in Western Canada along with the national Education and Transition team.

Jennifer is responsible for the overall client satisfaction and new business opportunities in Western Canada. She also leads the National Education and Transition team, which offers flexible solutions to ensure plan members understand and value the benefits their employers’ programs are offering them.

Jennifer works closely with her teams to develop innovative solutions and strategies that enhance the client experience and ensures our clients, as well as their plan members, are getting the most out of their group savings plan.

For over 20 years, Jennifer has worked with a wide variety of clients, including large multinational corporations and clients with defined contribution, defined benefit plans and savings plans.

Catherine Laberge   
Directrice de section, développements des affaires, assurance groupes et entreprises
Desjardins Assurance

Lancelot Lambert 
Director Business Development, Group Insurance, Toronto
Desjardins Insurance

Lancelot Lambert joined Desjardins Insurance in 2020 and is a Director of Business Development for the large group segment. He has over 18 years of group benefits experience in underwriting, sales and service. In his current role he is responsible for helping the Desjardins team in Toronto meet their collective goal of doing what’s right for client and members. His work over the years and dedication to seeking out answers has made him a valuable resource to, colleagues, advisors, plan sponsors and their employees.

Carole Lemay, BBA
Group Insurance and group annuity plans advisor
Canada Life

Carole has more than 10 years of experience in the financial field. She has held several positions within Canada Life in both sales and management. As Member Guide Leader, her role is to provide leadership and management to the team of Member Guide while working closely with various partners to maximize results.

Prior to joining Canada Life, she held a position with a mutual fund company where she honed her investment knowledge. Carole is a numbers girl, resourceful and proactive. She is always in solution mode and brings well-considered opinions to the table.

Karen Lockridge
Director, ESG Investing
Canada Post Corporation Pension Plan

Michel Malo
CIO of Provident 10 (Newfoundland, Labrador)

Avinash Maniram
Partner, Lead Consultant
PBI Actuarial Consultants Ltd

Avinash is a consultant specializing in group benefits with over 20 years of experience. His particular area of technical expertise is in the design and pricing of group benefits in a collectively bargained environment. At PBI, Avinash consults to boards of trustees of multiemployer and negotiated cost health and welfare plans. Within this context, he develops models which allow clients to model the projected future impact of changes to their benefit programs. Through this experience with industry organizations and his work with clients on member education issues, Avinash has developed and made numerous presentations to unionized groups covering technical actuarial and benefits issues as well as on health and welfare topics. Avinash has also served on the faculty of the Actuarial Sciences department at Simon Fraser University.

Catherine Marshall
Principal Consultant
RealAlts: Global Real Asset Investment Cons
Lezlie Mintz
Vice President - Business Development
ACM Advisors
Perry Offut
Managing director
Head of UBS Infrastructure for the Americas
Jean-Francois Paquin

Vice-President, Asset Allocation
Trans Canada Capital inc.

Brad Proctor
Office Lead Partner
McIness Cooper LLP

Peter Ricci
Senior Pharmacy Consultant
The Co-operators Life Insurance Company

Peter has been a Senior Pharmacy Consultant with The Co-operators since September 2019. He earned his Bachelor of Science in Pharmacy University of Saskatchewan in 1999 and completed his Accredited Canadian Pharmacy Residency 2002.

Peter has 21 years of experience in pharmacy and during that time he has been a preceptor for pharmacy students and residents and has also spent time teaching nursing and medical students about drugs. Peter started his career as a compounding pharmacist in Saskatoon SK and Moncton NB while in school and then for 3 years after graduating. In 2002, he completed a one year Residency in Hospital Pharmacy in Regina and then worked for the Saskatchewan Health Authority for a total of 10 years as a pharmacist specializing in anemia management in Chronic Kidney Disease and Gastroenterology Disease while also working in Hemodialysis, Kidney Transplant Clinic, Adult and Neonatal Intensive Care, Cardiac Care, and other areas of the hospital. In 2012, Peter became a partner in Rubicon Pharmacies where he operated Pioneer Village Pharmacy and created Rubicon Health Solutions. Eight years later upon the sale of Rubicon Pharmacies, Peter joined Cooperators as Senior Pharmacy Consultant.


Dr. Marc Robin MD
Medical Director
Dialogue

Dr. Marc Robin is the Medical Director at Dialogue where he works as a telemedicine physician and leads a multidisciplinary team of physicians across Canada as they develop a patient-centered approach to virtual health care. Dr. Robin also sees patients in a clinic in Montreal and has an interest in genetics and hereditary cancer screening.

Dr. Robin obtained a bachelor’s degree in Molecular Biology from Laval University in 1989 and carried research in pharmacology and in experimental medicine. After completing his medical studies in 1997 at Université de Montréal he completed a residency in family medicine at McGill University in 1999, as Chief Resident.

Dr. Robin worked at The Stamford Hospital in Connecticut from 1999 to 2012, a major teaching affiliate of the Columbia University College of Physicians & Surgeons. Planetree Designated®, Stamford Hospital is one of only 17 acute care hospitals in the US with this focus on patient-centered care. Dr. Robin was Vice-Chair of the department of family medicine at Stamford Hospital, member of Stamford Hospital’s Medical Board as well as Medical Director of a center for acute and long-term care

A keen sailor, he was a member of the Canadian Sailing Team and is still actively involved in the sport and with youth athletes.

Dominique Savard
Directeur principal, développement des affaires
Desjardins Assurances

Dominique est reconnu pour sa capacité à cerner ce qui importe le plus aux clients potentiels et à élaborer minutieusement un régime qui remplit leurs critères. Il a complété le cours sur les fonds d’investissements au Canada. Il détient la désignation de conseiller en rentes collectives de l’Autorité des marchés financiers (AMF) au Québec, ainsi que le titre de Professional Customer Service (P.C.S.) de LOMA. Il est également titulaire d’un baccalauréat avec une majeure en sciences politiques et d’un certificat en droit de l’Université Laval. Dominique est aussi membre du Comité de la Vigie réglementaire et de la conformité des pratiques de la Chambre de la sécurité financière du Québec.

Zarqaa Shaikh
Associate Portfolio Manager
OPTrust 
Priti Shokeen
Head of ESG Research and Engagement
TD Asset Management
Christie Stephenson
Executive Director, Peter P. Dhillon Centre for Business Ethics
UBC Sauder School of Business
Kevin Thomas
Chief Executive Officer
Shareholder Association for Research and Education 
Sandra Ventin 

Associate Vice President, Benefits & Health
Gallagher Canada

Everything Sandie does is a testament to the fact that details are important and relationships matter – from her strategic questions, to her appreciation of the nuances of a company’s culture, to her understanding of each client’s individual goals. She has made a career out of fostering close relationships with her clients, and going above and beyond. She has been delivering multi-faceted results for Gallagher clients since 1999. Prior to her role here, she had experience in similar roles at a large insurance company and in HR at one of Canada’s largest banks.

Sandie continues to provide benefits solutions for many multi-national, fortune 500 companies as well as mid-sized, independently owned Canadian companies. Sandie represents Gallagher by frequently speaking at industry events and is an advisory member to several pharmaceutical partners.

Sandie has a Bachelor of Arts degree from McGill University, and holds both a CHRP designation from Humber College, and Life Insurance Agent’s License (FSCO).



Tammy Vigue
Retirement Coach & Consultant

Tammy Vigue is a Retirement Coach and Consultant located in Vancouver, BC. She has over 20 years of experience working in the pension and investment industry, as well as a background in Psychology and Coaching.

Her proprietary program, Retirement Reimagined addresses the often-overlooked non-financial aspects of retirement planning; helping individuals define what they are retiring TO.

Tammy graduated from Simon Fraser University with a BA in Psychology and has completed coaching programs through Authentic Leadership Global, the Coaches Training Institute, New Ventures West, Rhodes Wellness College and Retirement Options.


Ed Wallace
Investment Manager
Guardian Capital

Investment Manager – Emerging Markets – GuardCap Asset Management Limited. Ed joined GuardCap in 2015. His career in the financial services industry began in 2001 when he joined Gartmore Investment Management on their global equity team as a graduate trainee, subsequently becoming an analyst and portfolio manager. In 2011 Henderson Group acquired Gartmore and Ed moved with the team to Henderson Global Investors where he helped manage global and international equity funds for institutional and retail clients. Over an 18-month period (2003-05), he also participated in developing UK government policy on institutional investment at HM Treasury. Ed graduated with a first-class honours degree in Modern History & Economics from Oxford University. He is a CFA® Charterholder.

Michael Whitt 
Partner
Bennett Jones LLP

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