Watch your language: Rethinking how we communicate with plan members - Hosted by Saskatchewan and Southern Alberta Regions

Watch your language: Rethinking how we communicate with plan members - Hosted by Saskatchewan and Southern Alberta Regions

November 18, 2021 1:00 PM to 2:30 PMOnline - Central Standard Time
Area of Interest: Pensions, Benefits, Investments, Networking Format: Web

An online seminar hosted by CPBI Saskatchewan and Southern Alberta


Please join us for an online seminar on November 18, 2021.

Many members often find their DC plans confusing and wish for clearer language — with less industry jargon — to help them understand their options and make more informed decisions.

Plan sponsors and advisors can help close the gap of confusion and misunderstanding by carefully selecting words that truly resonate with members. Invesco’s 2021 Defined Contribution

Language Research tested different versions of messages to uncover what works and why. The study involved over 1800 participants in the US and Canada (both English and French). This session will offer insights and guidance into the words to use and lose when communicating with plan members.

Cancellation Policy


Mike Tuira,  Vice President, Institutional Investments for Invesco Canada

Mike Tuira joined Invesco in October 2017 and is currently Vice President, Institutional Investments for Invesco Canada.


In his role, his responsibilities include ownership over Invesco Canada's Defined Contribution (DC) and Investment Only (IO) business. He also provides sales and servicing on behalf of Invesco for Insurance companies, DB plans and Consultants

throughout the country.

Mike began his investment career in 2002, and has held successively more senior positions in the industry.


Most recently, he served as Acting Assistant Vice President, Investment Solutions, within Sun Life Financial's Group Retirement Savings (GRS) division where he focused on overall platform management, investment manager governance and strategic GRS initiatives. Prior to that, he held two other roles at Sun Life including; Director, Investment Solutions Strategy and Investment Solution Executive where he worked directly with plan sponsors and group advisors in the monitoring of DC and IO investment line-ups.


Mike earned an Honours BComm., with a minor in Economics, from McMaster University. He is a CFA® charterholder, as well as a CAIA charterholder.




Thursday November 18, 2021
1:00 pm - 2:00 pm Saskatchewan Time - Presentation
2:00 pm - 2:30 pm Saskatchewan Time  - Questions and CE credit quiz


Registration Fee

CPBI Members: $25
Future Members: $55

GST #106865330 RT0007



Online Session

Access information will be sent to all registrants one day in advance of the online session. For virtual tables, the names and email addresses of table attendees must be submitted 72 hours prior to the event in order to receive the access information. 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:

  • Plan Sponsors
  • Human Resource Professionals
  • Retirement Professionals
  • Consultants and Brokers
  • Insurers and Plan Providers


CE Credit

CE credits will be offered in partnership through the BC, Alberta, Saskatchewan, Manitoba and Ontario Insurance Councils. A short quiz must be completed at the conclusion of the seminar to qualify for credit.

AIC CE Credits Pending



Krista Frayn
Phone: (888) 788-3185
[email protected]


Kim Duxbury

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