This session will be presented by:  | 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.private practice. | 
| Pat Leo
VP, Retirement Solutions
Purpose Investments
In Pat’s current role as VP, Longevity Retirement Solutions with Purpose Investments, he focuses on delivering innovative retirement solutions, thought leadership, and dedicated service to institutional clients across Canada. He has more than 20 years of experience in financial services, defined-contribution pension consulting, client management, and business development at Mercer, Sun Life Financial, and Sun Life Global Investments.
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