Speaker Bios


Canadian Olympic Curler

At the age of 23, Cheryl Bernard started an insurance agency and propelled it into a multi-million-dollar brokerage in just 11 years. At the age of 43, she helped Canada win a silver medal in curling at the 2010 Vancouver Olympic Games. Passionate about inspiring others to reach their goals Bernard draws from both her business and sport experiences to motivate audiences to achieve greatness in everything they do.

In 2009, Bernard and her teammates won the Canadian Olympic Curling Trials, earning them the honour of representing Canada at the 2010 Winter Olympics, where they won the silver medal. Two months later, Bernard was nominated by her peers as the 2010 Most Valuable Player in Women’s curling.

Bernard announced her retirement from curling in 2014 and joined TSN as their curling broadcaster, a role she held until 2022. Today, she is the CEO of Canada’s Sports Hall of Fame and co-chair of the 2024 Special Olympics. She also serves as a board member of Tourism Calgary, an ambassador for Goodwill of Alberta, and a Champion Ambassador for Special Olympics Canada.

Bernard is the co-author of Between the Sheets: The Silver Lining, a deep exploration of the mental side of the game of curling.


Behavioral Finance Expert

Originally trained as a neuroscientist, Preet Banerjee now excels within the world of finance. Best known as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global, Banerjee inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks on behavioural finance, economics, and personal finance.

Banerjee is currently a partner and director with Wealthscope Portfolio Analytics and a consultant to the wealth management industry, specializing on the commercial application of behavioural economics. He is also the founder of MoneyGaps, a hybrid-advisor financial technology startup; the host of the podcast, Mostly Money; the author of three books; and a creator with over 120,000 subscribers to his “Money School” YouTube channel.

Prior to this, Banerjee was a financial advisor and worked in institutional investment sales and product development. He is a Fellow of the Canadian Securities Institute and holds both the Derivatives Market Specialist certification and Financial Management Advisor designation.

In 2009, Banerjee won the inaugural Ultimate W Network Expert Challenge, a reality show competition that led to him becoming the host of Million Dollar Neighbourhood on The Oprah Winfrey Network. Since then, he’s been named one of Canada’s Top 10 Financial Visionaries by Advisor.ca and is a past first-place prize winner in the Portfolio Management Association of Canada’s Excellence in Investment Journalism Awards.

Banerjee earned a doctorate of business administration from the Henley Business School in the United Kingdom and holds a Bachelor of Science in neuroscience and a Master of Science in business and management research. He is currently the chair of the Foundation for the Advancement of Investor Rights Canada and was previously a governor of the University of Toronto.


Global Chief Economist and Strategist, Manulife

Frances is global chief economist and strategist at Manulife Investment Management. In this role, Frances leads the firm’s macroeconomic forecasting and research efforts. As a senior member of the multi-asset solutions team, Frances plays a key role in the team’s return forecasting process and asset allocation decisions. She’s a highly sought-after market commentator and can often be seen on financial networks such as CNBC, Fox Business News, and Bloomberg. When she was appointed to her current role in 2019, Frances became the youngest chief economist in Canada. In that same year, Frances was named as one of Canada’s most powerful women by the Women’s Executive Network.

Prior to joining Manulife, Frances worked as a financial economist for Scotiabank in Toronto. Earlier in her career, she held various positions at Pavilion Global Markets, Deloitte, Roubini Global Economics, and Bank of Canada.


Burnout Prevention, Health and Wellness Expert

Fed up with living a mediocre life, Jody decided she wanted a memorable one instead. Her unyielding ambition fuelled her into the world of stand-up comedy, a place where she learned to roll with the punch lines and turn life’s lemons into delicious lemonade.

Jody is a motivational speaker and participates in over 100 events per year.

Her mission is simple, to eagerly empower worn-out professionals with humour, hindsight and hallelujahs. She firmly believes it’s not what you do that matters- it’s how you feel about what you do. With more than twenty-three years of experience inspiring and entertaining audiences across the globe, Jody Urquhart delivers uplifting, engaging motivational speeches that help professionals cultivate a much-needed blissful can-do attitude towards fun and meaningful work. Every keynote is a stepping stone towards building the work-life you have always wanted.

She is the author of All Work & No Say’s best-selling book, a tongue-in-cheek insight into the rat race and how to reveal joy. Jody’s newest book Bliss Out shows people hard working people how cure a hustle hangover.
In her spare time, Jody loves to meditate and still performs stand-up comedy, but not at the same time.
Jody does not use PowerPoint- just pure engagement, inspiration
and clean, catered comedy.……



is from the Bear Clan of the Kahnawá:ke Mohawk, and is also a direct descendant of Cree Chief Michel Callihoo, an original signatory of Treaty 6 for the Michel First Nation located just west of Edmonton, Alberta.

Walter Schwabe is a passionate serial tech entrepreneur with over 25 years of experience in multiple sectors. Walter began formally researching artificial intelligence and blockchain technologies in 2017, having most recently held a position on the board, and as CEO, of visual AI start-up StreamML Inc. Walter has owned or has been an investment partner in multiple tech companies over his career, spanning digital strategy, software development and AI software-as-a-service (SaaS) platforms.

Currently, Walter is a strategic advisor to business owners and executive teams helping them prepare for and navigate an inevitable future with AI that cannot be stopped and is changing our world forever.

For the past 20 years, he has also been a professional public speaker, having presented on stage in front of thousands of people. He routinely educates live audiences on subjects related to innovative leadership, the future of work and emerging technologies and their impact on our lives, businesses and governments.

Walter is also an experienced mainstream media personality, having hosted his own successful radio show focused on social media and which aired on Edmonton’s The TEAM1260 in 2010 and for 7 years ending in 2019 he was also a regular panelist appearing on CTV 2’s Alberta Primetime.

Walter is a published author, has been quoted in a multitude of mainstream newspapers and publications across Canada and the US, and has appeared repeatedly for comment on the radio and mainstream television news. In addition, as a former digital strategist with over 54,000 hours of dedicated experience, he generated millions of views online over 14 years ago via his unique content generation strategies that successfully influenced public sentiment resulting in action on behalf of companies like Microsoft, Google, numerous SMEs, postsecondary institutes and repeatedly for all three levels of government.

In fact, it’s entirely possible that over the past 15 years you may have read a media headline, taken a position on a major government policy, inspired to vote a certain way in a provincial election or even purchased a software product after being influenced by Walter’s digital strategy work behind the scenes.

A constant innovator, Walter helped to pioneer new web and social analytics brand monitoring algorithms to clearly identify and track circles of influence before “influencer marketing” was actually a thing in social media back in 2009; concepts of which are still in use today in digital marketing.

Walter’s recent relocation to the Okanagan has opened up a world of promise for him – he is a certified ski instructor with the Canadian Ski Instructors Alliance and works at SilverStar Mountain Resort in his spare time and he’d be happy to go skiing with you in beautiful British Columbia’s North Okanagan anytime...well hold on…preferably when there’s lots of all natural champagne powder on the hill first.



Brett Emmerton
Vice-President, Information and Technology Services and Chief Information Officer
BC Pension Corporation

Brett Emmerton joined the corporation as vice-president of the Information and Technology Services Division and Chief Information Officer in May 2020.

With over twenty years of international technology experience, Brett has worked in multiple industries inclusive of public sector, education, research, telecom, and technology. Brett has a depth of experience in digital transformation and cloud solutions and a respect for the relationship between business and technology, with technology the enabler for business outcomes.

Prior to joining Pension Corporation, Brett led global teams in organizations from private technology start-up companies to large, publicly traded organizations. He has led public sector digital transformation initiatives in both Federal and Provincial governments, and is an expert in program management, compliance and security, with specializations in innovation, cybersecurity and vendor management.


Matt Lister
CEO / Co-Founder CloudAdvisors
Canada's Employee Benefits Marketplace

Matt Lister is an employee benefits and insurtech entrepreneur, with an experienced background in employee benefits advising. He is widely regarded as an innovator and disruptor in the employee benefits and insurance industries.

Matt graduated from the University of British Columbia in 2009 with a Bachelor of Human Kinetics and a minor in commerce. After graduation, Matt pursued an opportunity to combine his understanding of health and business to work as an Employee Benefits Advisor, earning his Certified Employee Benefits Specialist designation (CEBS). He excelled in this field for 8 years before turning his attention to a wider concern across the benefits industry.

In 2015, Matt co-founded CloudAdvisors, Canada’s Employee Benefits Marketplace. Matt utilizes his extensive employee benefits experience to develop technology that supports advisors and their employer clients across the country. Matt helps both advisors and employers evaluate and make decisions that optimize their benefit packages, using data, machine learning and a cloud-based delivery system.

Michael Wade
Senior Financial Advisor | Employee Financial Plans

Mr. Mike Wade is the former Chair of the Board of Governors and a staunch ambassador for Concordia University of Edmonton. He served two terms as Chair beginning in May 2015, and he was instrumental in setting the university on the strong and successful path it follows today.

Skilfully balancing his personal and professional life with the generous donation of his time and expertise, Mr. Wade has always acted with professionalism, pragmatism, and common sense. He led our Board with courage and conviction through many great challenges, having taken on the role during a tumultuous time in CUE’s history. Mr. Wade always ensured that the Board’s communications were clear and confident. His ultimate goal was to optimize the potential of this university and help it to achieve its aspirations.

As Chair, Mr. Wade also guided the Board of Governors through the appointment of the university’s second Chancellor, as well as a change to a new President and Vice-Chancellor. In the midst of these changes, he maintained the principles and values which make CUE the pre-eminent university it is today.

Born and raised in Ontario, and educated at CUE and Dalhousie University, Mr. Wade is a financial consultant with Belay Advisory in Edmonton. He continues to work tirelessly to raise CUE’s profile within the Edmonton community and beyond. Most recently, his advocacy has led to developing CUE’s capacity in the field of Artificial Intelligence, allowing for the establishment of new and exciting connections and partnerships.

Under Mr. Wade’s Board leadership, CUE has been given a legacy of a successful and healthy Board of Governors and a dynamic system of governance. Continuing on as Director of our Centre for Applied Artificial Intelligence, he reminds us through his leadership that CUE’s potential is unlimited.



Troy Milnthorp, FSA, FCIA, ICD.D
Senior Managing Director of Corporate Fund Services
Saskatchewan Teachers’ Federation

Troy Milnthorp is the Senior Managing Director of Corporate Fund Services at the Saskatchewan Teachers’ Federation, where he oversees all aspects of the pension, benefit and investment programs for the Federation.   Prior to joining the Federation, Troy was a partner for a global HR consulting firm, where he provided actuarial consulting services to clients across Canada.  He is also the owner and operator of 14 Llamas Woodworking Ltd. 


Simon Deschenes, FSA, FCIA, CFA
Principal, Pension

A Principal in Eckler's Winnipeg office, Simon has over 20 years of experience as a pension consulting actuary to public and private sector organizations across multiple jurisdictions. Simon assists clients on pension plan risk management, financial reporting, funding, design and sustainability.  Prior to joining Eckler, Simon spent 14 years at a major international consulting firm where he led both the Manitoba office and the retirement line of business in the province.


DR. Rob Tanguay
Chief Medical Officer, The Newly Institute
Clinical Assistant Professor, University of Calgary
Departments of Psychiatry and Surgery
Co-Lead, Alberta Pain Strategy, AHS
Co-Founder and Co-Lead, Community RAAM, AHS
Hotchkiss Brain Institute & Mathison Centre for Mental Health

Dr. Tanguay is a psychiatrist who completed two fellowships, one in Addiction Medicine and Pain Medicine. He is a clinical assistant professor with the departments of Psychiatry and Surgery at the Cumming School of Medicine, University of Calgary.

Dr. Tanguay is the co-founder, developer, and Chief Medical Officer, at The Newly Institute, a rehabilitation and return to work program dedicated to providing medical and psychological intervention for people living with mental health disorders such as PTSD, depression, anxiety, addiction, and chronic pain with evidence-based psychotherapy and trauma-focused therapy.

He is the co-chair of the internationally recognized Alberta Pain Strategy and helps lead the Alberta Virtual Pain Program implementation. He is the founder of the Opioid Deprescribing Program with AHS, the Rapid Access Addiction Medicine (RAAM) Community Clinic with AHS, and the Transitional Outpatient Pain Program for Spine (TOPPS) clinics with the University of Calgary and is renowned for his innovation in creating clinical programs for complex chronic medical and psychiatric illnesses. He was also the Provincial Medical Lead for Addiction Education for Alberta Health Services (AHS) where he helped develop award winning CME programs for physicians and health care practitioners.

Corinne Rozon
Senior Manager, Retirement
Cenovus Energy

Corinne is the Sr. Manager, Retirement with the Total Rewards HR team at Cenovus Energy. Since joining 11 years ago to help support the stand-up of a new Defined Benefit plan, Corinne has held senior roles leading Cenovus’s Benefits, Disability Management and Retirement portfolios. She recently returned to a role strategically focused on retirement plans, which aligns to where her passion lies. She is the Secretary for the Management Pension Committees at Cenovus and responsible for leading pension plan governance as part of her role. As part of her ongoing development, Corinne actively participates in ongoing personal leadership, is the HR Ambassador for Cenovus’s New Grad program and participates in Cenovus’s mentorship program as a mentor.

Prior to joining Cenovus, Corinne practiced as a qualified pension actuary with Towers Watson after beginning her actuarial career at Watson Wyatt. She graduated from the University of Calgary, with a Bachelor of Science, Actuarial Science in 1999 and obtained her Fellow of the Society of Actuaries and Fellow of the Canadian Institute of Actuaries designations in 2004.

Corinne has a passion for continuing to learn and outside of work you will find her taking in new experiences. She took up the acoustic guitar six years ago to strum around the campfire. This turned out to be the gateway to learning the classical guitar, mostly recently including gems like Stairway to Heaven and traditional Spanish composers. As a busy mom to four kids ranging in age from 12 to 19, in her free time she can be seen chauffeuring to music lessons or on the sidelines of the hockey rink or basketball court. Corinne loves to travel to new destinations and has visited 29 countries to date.

Cassandra Twarowski Campbell
Benefits & Retirement Specialist
Cenovus Energy

As a dynamic Benefits & Retirement Specialist at Cenovus Energy, I embody the spirit of a social innovator and change agent, dedicated to crafting transformative solutions. My pioneering efforts in developing a multi-year mental health strategy not only earned Cenovus the distinction of being a finalist for the Benefits Canada 2020 Mental Health Award but also emphasized my commitment to fostering positive change within corporate environments.

My career journey encompasses diverse roles within a major insurance carrier and a benefit brokerage, culminating in my true passion as a plan administrator. This holistic experience across all three functions equips me with a unique ability to leverage resources to their maximum potential in my relentless pursuit of transformative solutions.

With a solid background in global total rewards management, I have spearheaded groundbreaking projects and cultivated a strategic mindset that goes beyond conventional approaches. My professional journey mirrors a steadfast commitment to innovation and employee well-being, consistently making a meaningful impact on organizational culture.

Neil Lloyd
Partner, Western Canada Wealth Leader

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.


Cheryl Shea
Director, Pension Assets and Operations
Canadian Pacific Railway

Cheryl is the Director Pension Assets and Operations at Canadian Pacific Railway responsible for oversight of the DC plan investment options and the DB plan’s investment in public assets. She has over 20 years of experience in pension investment and governance for both DB and DC plans. Prior to joining CP, Cheryl was a DC focused investment consultant at Mercer. Cheryl also worked as an Investment Solutions Executive at Sun Life Financial and as the Leader, Pension Investment at NOVA Chemicals.
Cheryl has a Master of Science in Statistics from the University of British Columbia and holds the Chartered Financial Analyst designation.


Tami Dove
Director of Member Experience
Co-operative Superannuation Society Pension Plan

As a senior leadership team member for one of Canada’s largest defined contribution pension plans, Tami Dove oversees the member experience framework and strategy designed to empower members to make decisions based on timely, relevant, and personalized information. Member experience is a multi-faceted discipline with several key objectives – one of which is engaging members and clients in their benefit program(s) and financial success.  Believing in the power of empowering people to make informed decisions, Tami has been serving people within the financial services industry for almost 25 years. As a coach and mentor to those she works with and those she serves, Tami has worked in the credit union system in member services, financial planning, and management, and with the Government of Saskatchewan and the Financial and Consumer Affairs Authority of Saskatchewan in pension administration, member education and engagement, pension and other financial services regulation, financial services policy, and research.  Her experiences include working in insurance, mutual funds, corporate risk and strategic management, information technology and data management, and human resources.  Tami believes in lifelong learning and has obtained several credentials and designations in her field, including a CERTIFIED FINANCIAL PLANNER® designation, a Masters of Business Administration (MBA), the Pension Plan Administration Certificate (PPAC), the Project Management Professional (PMP®), and the Retirement Plans Associate (RPA) designation.


Shannon, Remers
Director, Research and Outcomes
Homewood Health

Shannon Remers, Director of Research and Outcomes at Homewood Health Inc (HHI), leads HHI’s internal research initiatives aimed at optimizing outcomes, bringing best practice into programs, implementing measurement-based care in treatment, and using psychometrics to help determine optimal treatment plans.

She has worked in the mental health and addictions sector for 15 years. She received her Masters of Science in Cognitive Neuroscience from Wilfrid Laurier University and a Bachelor of Science in Biology and Psychology and diploma in Forensics Science, from Saint Mary’s University.


Darlene Claes-McKinnon
Vice President, Relationship Management,
Asset Owners and Consultants, CIBC Mellon

Darlene is responsible for leading CIBC Mellon’s asset owner segment. Based in the Atlantic regional office in Halifax, Darlene works closely with asset owner clients, internal delivery teams, client partners, and consultants to maintain the highest level of service for her clients. In her role, Darlene works with her clients to understand their needs and engages with business units throughout the organization to ensure those client needs are met and exceeded. Darlene is active and fully engaged with her clients’ experience. 

Darlene is also jointly responsible for leading CIBC Mellon’s Client Advisory Board, where she works with strategic asset owner clients to determine their solution priorities and facilitates peer-to-peer engagement opportunities and collaboration on meaningful product initiatives that can be implemented to all Asset Owners.

Darlene has over 25 years of comprehensive experience in the financial services industry. As evidence of her client service excellence, she has received numerous performance excellence nominations and awards for client servicing, in addition to consistently receiving the highest client satisfaction survey results nationally for her role in leading a client engagement team.


Stephen Spencer
Lead Product Manager, Asset Servicing
Northern Trust

Steve current leads the Asset Servicing Data Product team. These teams are responsible for Data Warehouse Solutions, The Northern Trust API Store and our Standard Book of Record data files. 

Prior to Client Data Product, Steve worked to develop the Passport Reporting for Fund Accounting.  This included the creation of the underlying architecture, the development of standard reporting templates and data services to serve all GFS Fund Accounting clients.  In addition, Steve worked within the Middle Office and Transfer Agency product teams.

 Before joining Northern Trust, Steve worked at Oppenheimer Funds in both Transfer Agency and Fund Accounting for 3 years.


Carolyn Chapman
Organizational Health Consultant
Canada Life

Carolyn works closely with clients of varying size and complexity and has a deep understanding of the organizational needs and health factors that impact clients. Carolyn’s focus is on taking a strategic approach to wellness & disability management, ensuring the program is customized to each organization’s needs with the goal of managing absences and disability costs.

Carolyn has been with Canada Life since 2000. She has over 25 years’ experience in disability management and prevention. In her prior roles as a Rehabilitation Consultant and Disability Team Manager, Carolyn has worked with a variety of clients and gained extensive experience in learning the requirements of complex, unionized environments.

Carolyn has a designation as a Certified Employee Benefit Specialist (CEBS) through the International Foundation of Employee Benefit Plans as well as a Mindful Leader designation through Mindful Employer Canada.

Gayle Shurvell
Human Resources Director
Alberta Health Services

Gayle is a Human Resources Director at Alberta Health Services (AHS) in the Employee Benefits and Retirement Programs group.
In addition to leading the AHS Employee Benefits and Retirement Programs team, she is also responsible for Policy and Governance of the Health Benefits Trust of Alberta (HBTA), reporting to the HBTA Policy Council. Gayle and her team provide governance support to Policy Council, including financial reporting, funding of HBTA benefits, investment management monitoring, employer and vendor relations, and governance operations of the HBTA.
Prior to joining AHS, Gayle has approximately 25 years of leadership experience in the insurance industry in Canada, specializing in absence and disability claims management. Amongst other things, Gayle was responsible and accountable for developing and establishing strategic partnerships with vendors, clients, and advisors; and the identification and successful implementation of program and policy changes to improve organizational health.
Chris Anderson
Medaca Health Group

Chris is responsible for the strategic direction and day-to-day management of Medaca, Canada’s leading treatment-focused early intervention company for mental health. He co-founded Medaca in 2005 with Dr. Richard Guscott to close a major gap in access to psychiatrists for employees struggling with a mental illness. It has since expanded to provide both psychiatric and psychotherapy treatment services to insurers, Fortune 500 companies, unions and governments. It focuses on execution of treatment through consultation with the family physician, with the goal of a healthy return to work for the employee. Medaca has worked with Canada Life since 2013 and HBTA since 2017.

Meghan Popp (she/her)
Lawson Lundell LLP

Meghan is a partner in Lawson Lundell’s Pension and Employee Benefits Group. She works with boards of trustees and other administrators and sponsors of pension and benefit plans in the private and public sectors across a wide range of industries in British Columbia, Saskatchewan and Alberta.

Meghan advises on issues that arise in the day to day administration of plans, as well as assisting with larger projects such as plan mergers and reorganizations. This includes the interpretation and amendment of plan texts, trust agreements and policies, negotiating plan related contracts and compliance with pension standards legislation, tax law, human rights law and privacy law.


Dino Bourdos
Portfolio Manager, Head of Investment Solutions
Guardian Capital LP (GCLP)

Dino Bourdos is a Portfolio Manager, and Head of Investment Solutions for Guardian Capital LP (GCLP). He joined GCLP in 2018 as a solutions architect to build on existing GCLP strategies while creating new and innovative investment solutions to support, and develop, strategic client relationships, leveraging his extensive engagement with a wide array of market participants.

Dino’s career in the financial services industry began in 1995 with Canada Trust/TD Bank, where he grew his career organically through successive promotions, in the institutional investment management business. During his tenure, Dino oversaw significant growth in assets under management, with a specific focus on Derivative Overlay, Equity Index and Structured Solutions. Prior to joining GCLP, Dino held the position of Managing Director, Portfolio Management, and was the leader of the Derivatives and Equity Index Strategy team.

Dino graduated with a BA, Economics from University of Toronto. He qualified as a CMT through the Market Technician Association. Dino holds the CIM designation and is a CFA® charterholder.


Eric Minardi
Senior Advisor, Disability Management

Eric Minardi is a Senior Advisor in Disability Management and a member of the Best Practices and Innovation team at Desjardins.  Eric brings with him more than a decade of experience in disability management, including his roles as a disability consultant, case manager and rehabilitation specialist.  He delivers presentations to employers, employees and union leaders across Canada with an aim to strengthen disability management and prevention best practices.  Eric is a Certified Disability Management Professional (CDMP) and Registered Kinesiologist (R. Kin).  He completed studies at the University of Waterloo and the National Institute of Disability Management and Research (NIDMAR).


Shanta Zurock
Director, Reimbursement
Innomar Strategies

Shanta Zurock is a highly experienced pharmaceutical professional and licensed pharmacist with a strong background in market access strategies, drug benefit management, and pharmacy operations. With over 15 years of industry experience, Shanta has experience in developing and implementing market access strategies, understanding and communicating the complexities of the Canadian healthcare landscape and also has extensive experience in the drug benefit management environment, Shanta has a passion for continuous learning and staying up to date with industry trends and insights and strives to bring clarity and transparency to all patients and stakeholders in this complex ecosystem.


Alexandra Barbu
Assistant Vice-President, Investment Solutions, Group Retirement Services
Sun Life

With over 20 years of pension and investment consulting experience, Alexandra leads the team of investment professionals who oversee Sun Life’s Group Retirement Services’ investment governance, research and sustainable investing strategy. 

She is responsible for overseeing relationships with investment managers and bringing investment products to the market. Overseeing the execution of pension committee investment and education, investment fund selection and on-going monitoring of investment managers and funds are also central to her role. 

As the largest CAP record-keeper in Canada, Sun Life and the Group Retirement Services Investments team which Alexandra leads, provide valuable data and investment insights both from a plan sponsor and plan member perspective.


Angela Maitland
Investment Solutions Executive, Western Canada
Sun Life

Angela provides investment advice and support to plan sponsors, advisors and consultants in Western Canada on fund selection, investment reviews and governance. She joined Sun Life in January 2017, bringing over 25 years’ experience in the financial services industry, spanning portfolio and relationship management for both institutional and private clients. 

Most recently, Angela held the position of Vice President, Portfolio Manager and Relationship Manager at a major institutional investment firm in Calgary. Her responsibilities included client relationship management, creation and execution of the client service strategy and asset retention. Additionally, Angela oversaw the ongoing management of balanced investment portfolios for institutional investors on a discretionary basis. She has also held various roles as a Private Wealth Counsellor and Regional Manager, Retirement and Investment Services in Toronto and Calgary and is a CFA charterholder.


Tyler Bergh
AVP, Pharmaceutical Benefits & Innovation

Sun Life

As AVP Pharmaceutical Benefits & Innovation for Sun Life, Tyler has the privilege of leading the best pharmacy benefits team, working to develop strategies that help balance plan sustainability and enabling access to care, while helping our Clients live healthier lives.

Tyler is a self-professed insurance nerd, graduating with a degree in Risk Management and Insurance from the University of Calgary, and has spent his over 20 year career in Group Benefits, with roles in underwriting, business development and now product development across all market segments.

Tyler is passionate about continuous learning, regularly maintaining his continuing education for his Certified Employee Benefits Specialist (CEBS) designation, and has particular areas of interest currently in the pharmacy benefits landscape as well as fostering a strong and resilient culture.

Outside of the office, you can usually find Tyler on the golf course, exploring the hiking trails of the Sunshine Coast of BC with his family, or trying to keep up, unsuccessfully, to his two young daughters.


Shelley Russell
Vice President, Client Relationship – Health Solutions
Aon Solutions Canada Inc.

Shelley has over 20 years’ experience partnering with organizations to maximize health strategy. This included roles both with the insurer—as an account executive in the large case market—and the plan sponsor—where Shelley was responsible for health strategy and stakeholder relations.  Shelley joined the Aon team in 2021 specializing in collaborating with organizations to identify opportunity, evovle design and assess risk to drive employee-centric inclusive health and wellbeing strategies. 


Mark Mervyn FCIA FSA | Partner 
Retirement Solutions

Mark is a partner and qualified actuary who leads Aon’s Vancouver retirement team and provides consulting services to his clients in British Columbia and across North America. He joined Aon in 2001 and is dedicated to improving the pension industry and to creating more inclusive retirement outcomes for Canadians.

He applies his expertise on plan funding, risk management, design, inclusion and diversity, financial reporting, experience studies, communication, and administration.


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