Course Facilitators |  | |  | Jason PaquetteCounsel, Sun Life Assurance Company of Canada | | Greg Winston
Partner Life & Pensions Actuarial, KPMG Canada
| | Jason is a pension and benefits lawyer supporting Sun Life’s Group Retirement Services and Group Benefits businesses. These businesses serve the needs of Canadians by providing retirement and savings plan asset administrative services, and life and health insurance benefits and administrative services. Prior to joining Sun Life, Jason was in private practice, where he provided advice to clients in the public and private sectors on a wide range of pension and benefits issues. | | Greg is a Partner at KPMG and Consulting Actuary in the KPMG’s Actuarial Practice. His expertise lies in consulting and advisory services for retirement and healthcare benefit plans, with a focus on pension risk transfers and other de-risking activity, including plan amendments and conversions, liability-driven investing approaches, and buy-in and buy-out annuities; financial statement audit and internal audit for pension and non-pension post-retirement benefit plans; funding and accounting valuations of defined benefit pension and benefit liabilities of company-sponsored plans; and transaction due diligence for compensation and employee benefits programs He is a Fellow of the Society of Actuaries (FSA) and a Fellow of the Canadian Institute of Actuaries (FCIA).
| | | | | 
| |  | Paul RossiDirector, Investments and DC, Eckler Ltd. | | Natasha MonkmanPartner, Hicks Morley’s Pension Benefits and Executive Compensation practice group | A Director in Eckler’s investment consulting practice, Paul has 20 years of experience working with clients of all sizes with defined contribution (DC) or defined benefit (DB) plans. He works with clients in a variety of areas, ranging from governance, to investments, to record keeper selection and plan design. Paul has been primarily focused on DC over his entire career and has extensive knowledge of investment managers and record keepers, leading various research efforts on both fronts over his tenure at Eckler. He brings a detailed approach to all his clients and specializes in helping manage their DC plans effectively. Paul has also contributed to the industry through conference speaking engagements. Paul also co-leads Eckler’s university co-op hiring program for their investment team. Paul graduated from Ryerson University with an Honours Bachelor of Commerce degree and has completed level 1 of the Chartered Financial Analyst designation. | | Natasha regularly advises private and public sector employers on a variety of plan administration, compliance and governance matters relating to their employee benefit plans and pension plans, including with respect to the administration of marriage breakdown and death benefit entitlements. She also regularly advises employers under going significant transactions and with respect to pension plan funding issues. | | | | |  | |  | Pamela Chan EbejerPartner, Dentons | | Salina ShariffSenior Director, Retirement Solutions and Financial Wellness, People Corporation
| Pam Chan Ebejer is a partner in the Employment, Labour and Pensions group of Dentons’ Toronto office.
Pam regularly provides strategic and legal advice to plan sponsors and administrators on all aspects of defined benefit and defined contribution pension plans, including design and amendment, fiduciary responsibilities, governance and funding issues, and regulatory compliance. Pam also has extensive experience advising on pensions, retirement and savings plans, and employee benefit matters in corporate transactions, including asset and share transactions, and in assisting clients develop and amend executive and deferred compensation plans.
Pam supports local, national and international employers in all labour, employment and human rights law areas.
Organizations also regularly retain Pam as an independent investigator of allegations regarding workplace harassment and sexual harassment, discrimination and bullying. | | Salina is the principal consultant for several major retirement clients at People Corporation. She also leads a team of managing consultants and support specialists while overseeing the Financial Wellness solution. Salina and her team provide comprehensive support for sponsor and member retirement solutions, including plan governance, legislative and investment guidance, and member support. With over 30 years in the retirement solutions industry, including 15 years in leadership roles, Salina possesses extensive expertise in business development, retirement administration, client relationship management, and financial education. She holds a Bachelor of Commerce degree, the Retirement Plan Associate (RPA) designation, is Life Licensed (LLQP), and has passed the Investment Funds institute of Canada (IFIC) and Canadian Securities Course (CSC) exams. | | | | |  |
|  | Dimitri Poliak
Principal, Savings, Normandin Beaudry | | Michael Hale
Associate at Blake, Cassels & Graydon LLP | Dimitri Poliak is a Principal with Normandin Beaudry and provides leadership and guidance for Investment, DC and Savings clients. He has over 15 years’ experience helping multinational organizations strategically manage pension programs and M&A activity. Dimitri is a member of the investment research team and advises clients on strategic direction, fiduciary duty, risk management, plan utility, program design as well as investment manager research. Dimitri is Vice Chair of the CPBI Ontario Council, has served on the FSCO (now FSRA) DC Advisory Committee and has been an advocate for the evolution of DC plans into programs that meet organizational goals today and into the future. Dimitri also holds the Chartered Alternative Investment Analyst (CAIA) designation and a bachelor of science with honors in actuarial science from the University of Toronto.” | | Mike's practice covers all aspects of pensions, benefits and executive compensation law, including plan administration, investment, taxation, governance and design. He advises pension funds and other institutional investors on fund investments, direct investments and co-investments. In 2023, Mike completed a secondment within the fund management group of a leading power generation company which is responsible for the investment of a large pension fund. He advised the private markets, public markets, and real estate investment teams on investment structures, cross-border taxation, and the pension regulatory issues that arise in connection with investments | | | | |  | | | Catherine O'ConnorAssociate at Blake, Cassels & Graydon LLP | | | | Catherine's practice covers all aspects of pensions, benefits and executive compensation law, including plan administration, governance, design, investment and taxation. She advises administrators, sponsors and fund investment managers of both federally and provincially regulated pension plans. Catherine also advises on the pension, benefit and executive compensation aspects of corporate transactions | | | | |
|