 | Neil Lloyd
Partner, Western Canada Wealth Leader
MERCER
Neil Lloyd returned to Western Canada in December 2020 to take up the role of Western Canada Wealth Leader. Neil is an actuary and a Partner at Mercer, based in Vancouver, who spent nine years using his actuarial, investments and international expertise working with both defined benefit and defined contribution clients across Western Canada. In 2015 Neil worked in US being the Head of US DC and Financial Wellness Research.
| Neil has been selected for several industry wide roles such as the Vice Chair of the Employee Benefits Research Institute, Defined Contribution Institutional Investment Association’s Executive Committee and was the Chair of the Plan Sponsor Council of America’s Thought Leadership Council. Neil is a regular speaker at international, national and regional industry forums, and twice has provided testimony to the US ERISA Advisory Council on decumulation issues.
Neil obtained a Business Science degree from the University of Cape Town in 1987, before qualifying as a Fellow of the Faculty of Actuaries in 1990. He also became an Associate of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries and an Affiliate of the Canadian Institute of Actuaries. In addition, Neil qualified as a Certified Financial Planner in South Africa in 1994.
| | | |  | Dasha Zuck, CFA, CIPM
Investment Consultant
MERCER
Dasha is a DC Investment consultant within Mercer’s Canadian Wealth Business based in Vancouver. Dasha’s main focus is on providing DC consulting and investment services to institutional clients across Western Canada, including plan design, governance, investment performance monitoring, member engagement and financial wellness. Dasha has 13 years of industry experience with various investment firms and a consulting firm.
| Dasha is a CFA® charterholder and holds a Certificate in Investment Performance Measurement from the CFA Institute. Dasha has a bachelor’s degree from the Belarusian State University with specialty in World Economy and International Economic Relations. | | | | |
Attend to learn: coming soon
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| | When Thursday March 9, 2023
12:00 pm - 1:00 pm PT - Education session
Certificate of Attendance quiz to follow | | Registration Fee CPBI Members: $25
Future Members: $75 | | | | | | | | | | Where Online Workshop Access information will be sent to all registrants one day in advance of the online session. Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants. | | Who Should Attend: coiming soon
| | | | | | | | | | CE Credit Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body. | | Questions
Krista Frayn
Phone: (888) 788-3185
[email protected] | | | | | | | |
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