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Lorraine Behnan brings to her audiences over twenty years of professional speaking
experience, and knowledge of communication and personal change management. Her passion for her subject matter is highly contagious.
Lorraine consistently demonstrates her ability to motivate people to evolve and excel in our fast-forward world, while sharing practical solutions that can be immediately put into practice. A former actor and writer with the internationally acclaimed, Second City Comedy
Revue,Lorraine combines her theatre skills with her consulting experience to create keynote speeches and workshops that educate, entertain, and inspire – an engaging style that has been
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Teimaz has been involved in the investment consulting business for over 7 years covering defined benefit plans, defined contribution plans and other institutional investment structures. He has taken an active role in asset allocation strategy and manager research for DC and DB pension plans along with foundations and endowments. Teimaz joined Proteus in January 2011 where he has client consultant responsibilities and is a senior member of the Proteus team while heading Proteus’ manager research initiatives. Prior to joining Proteus, Teimaz gained investment consulting experience having spent 4 years with a large, multi-national benefits consulting firm as an analyst. Before that, he worked at one of the large Canadian CAP record-keepers. He received a Bachelor of Commerce degree from Ryerson University in 2004.
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Karen Burnett is a senior consultant with 18 years in the pension consulting industry. She has specialized in the design, funding and accounting of defined benefit and defined contribution pension plans. Karen also has significant experience in the valuation of pension plans including complex issues such as pension de-risking, negotiated benefit improvements, combination Defined Benefit and Defined Contribution plans.
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BuRum Han is a Manager of Global Pensions & Benefits at Vale Canada Limited. He joined Vale Canada in 2011 to provide subject matter expertise and to lead a team that is responsible for Vale pension and benefits arrangements for Canada, US, UK and other parts of the world. Prior to joining Vale Canada, BuRum was with Kraft Canada, Aon Hewitt and OMERS. He has over 15 years of experience in pensions and benefits and earned his honours, bachelor of arts degree from York University.
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Conference Speakers
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Paul is a proud Maritimer having lived in that region of Canada for more than 25 years. In 1989, Paul earned a business degree from Saint Mary’s University in Halifax and for the past 25 years (and counting) he has made a career in “group insurance”.
During that 25 year period, Paul has held a number of senior positions in Sales, Sales Management, Client Services and Operations in both the Insurer and TPA environments. In 1998 Paul was appointed President of ClaimSecure with the primary responsibility of establishing and executing the company’s vision and corporate direction. Other key
responsibilities include client engagement, business development and corporate acquisitions. When not at work, Paul can be seen coaching his son’s baseball team or chasing his kids around the hockey arena.
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Barbara Jaworski is CEO and Chief KAA-Boomer of the Workplace Institute, a leading think tank on talent in the workplace, and author of two books on older workers: KAA-Boom: How to Engage the 50-Plus Worker and Beat the Workforce Crisis; and Rebel Retirement: A KAA-Boomer’s Guide to Living and Creating an Explosive Second Act. She is the creator of the KAA-Booming Workforce Strategy Program helping organizations utilize their total talent pool. As part of the framework, she assists older workers explore and strategize on their next iteration.
She is recognized as the developer of the most innovative programs in work-life, wellness and disease-management services for Canadian organizations. Barbara’s programs are purchased by 4,000 organizations in Canada and throughout the world. She regularly speaks at forums across North America on the topics of intergenerational issues, talent management, work-life integration, health, healthy organizations and developing an older workforce strategy.
Ms. Jaworski is the founder of the Best Employers Award for 50-Plus Canadians that rewards trailblazing organizations that use innovative practices to attract, engage and retain their mature workers. She is a judge on the US-based World at Work Work-Life Innovation Excellence Award.
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Stephanie Kalinowski is a partner in the firm’s Pension, Benefits and Executive Compensation Group. Her practice focuses on advising employers, plan administrators and service providers on the administration of pensions, benefits, executive compensation, and related income tax matters. She recently completed negotiations for the establishment of a JSPP. Stephanie has appeared before the FST, Superior Court and the Court of Appeal.
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Three-Time Olympic Gold Medallist | Athlete Mentor for the Canadian Olympic Team Marnie McBean is one of Canada’s most decorated Olympians, and an expert in turning potential into performance. Drawing on years of experience as a top competitor, she leaves audiences with a recipe for success—one that transcends sport and that can be applied to any endeavour. As a Specialist in Olympic Athlete Preparation and Mentoring for the Canadian Olympic Committee, McBean prepares athletes emotionally and psychologically to ensure that they perform at the highest level in everything they do.
McBean is a member of both the Canadian Sports Hall of Fame and the Guinness Book of World Records, and a recipient of the Governor General’s Medal. She holds a degree in kinesiology from the University of Western Ontario, as well as three honorary doctorates. As an ambassador for Right to Play, for Fast and Female, and for Plan Canada’s Because I Am a Girl initiative, she is actively involved in helping to promote the safety, health, and activity of
Canada’s youth.
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Robb Macpherson is a partner with McCarthy Tétrault LLP and a member of the firm’s Labour & Employment Group in Toronto. He advises employers concerning all aspects of labour and employment law, including collective bargaining, collective agreement administration, executive compensation, mergers and acquisitions, wrongful dismissal, employment agreements,
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Eric Menzer, CFA, CAIA, AIF®,is a Managing Director, Portfolio Solutions Group (PSG), at Manulife Asset Management. PSG is responsible for the development and growth of Manulife’s asset allocation solutions for individual and institutional investors globally. PSG currently oversees in excess of 100 Manulife/John Hancock asset allocation portfolios in the US, Canada and Asia representing over $112 billion in assets. Eric leads a team responsible for the portfolio management of Manulife’s US and Canadian Employee Pension Plans, US Health & Welfare Plans and External DB Solutions.
Previously, Eric was Director of Trading for John Hancock Financial Network, a retail broker/ dealer for Manulife Financial Corp. In that role Mr. Menzer was responsible for managing a team of traders and brokerage representatives handling over $10 million in daily trading volume for equity, fixed income and mutual fund transactions.
Eric holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and is a member of the Boston Security Analysts Society and of the CFA Institute. Eric also earned the AIF® designation from the Centre for Fiduciary Studies in 2013. The AIF designation certified he has specialized knowledge of fiduciary standard of care and their application to the investment management process.
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Based in Aon Hewitt’s Toronto office, Nabil is a Vice President in our Health and Benefits practice. With over 10 years’ experience Nabil provides traditional group benefits and post-retirement consulting to clients across Canada.
Nabil works with client on a variety of group benefits and actuarial projects, including the development of health care strategies, employee and retire plan designs and pricing strategies, claims analysis, insurance carrier reviews and postretirement benefit valuations. He also supports Health and Benefits national committees on innovation and next generation tools and technology.
Nabil is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries. He is also a Chartered Enterprise Risk Analyst and is a member of the Canadian Institute of Actuaries Group Insurance Committee. Nabil holds an Honours Bachelor of Mathematics degree in Actuarial Science from the University of Waterloo.
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Todd Nelson is a Senior Investment Consultant in the Toronto office. Prior to joining Towers Watson in 2009, Todd worked for five years at another major global consulting firm for five years. He has experience with a wide variety of institutional clients, including defined benefit and defined contribution plan sponsors as well as endowments & foundations. Todd’s responsibilities include assisting plan sponsors on all aspects of managing their investment programs, including establishment of investment policies, asset allocation, manager structure, manager selection and performance monitoring. He is also a voting member of the investment manager research team covering target date funds in Canada.
Todd also represents Towers Watson as a topical expert speaker at various external investment seminars
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Kim's expertise focuses on all legal and regulatory matters relating to the implementation, administration, governance, funding and wind-up of pension, group benefit and profit-sharing plans. This involves advising clients on the development of pension and other employee benefit plans as well as on surplus entitlement disputes, plan governance and ongoing regulatory compliance.
In addition, clients seek Kim's advice on pension and benefits matters in corporate
reorganizations, acquisitions and mergers, among other business transactions. She is also skilled at negotiating and drafting agreements for the administration and funding of pension and benefit
plans. Kim previously worked at Blakes from 1999 to 2005. Before rejoining the Firm, she worked in the pensions and benefits group of three other international law firms and at an international pension consulting firm.
Kim is a member of the executive of the Pension and Benefits Section of the Ontario Bar Association.
As an expert in her field, she has written on a broad range of topics including the duties of plan administrators, corporate directors and potential liabilities arising from breach of common law and statutory duties.
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Francois Joseph Poirier is a Partner and Market Business Leader for Mercer's Health &
Benefits business in Eastern Canada and member of the Canadian H&B Leadership Team. He has managing responsibilities for the Halifax, Quebec City, Montreal, Ottawa, Toronto and London Offices. He has over 20 years of experience providing strategic benefits and retirement consulting advice to large corporate and public sector clients.
Fracois Joseph has extensive experience conducting benchmarking studies, plan design and total rewards projects for diverse organizations, including some with global operations. He is involved in complex group benefits-related mandates such as merger and acquisition initiatives, financial tracking, renewal analysis and negotiation, claims analysis and design of flexible benefit programs. He is also involved with the financial accounting and valuations for post-employment and post-retirement benefit programs, and more recently with the design and delivery of pharmacy benefits solutions.
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Shenagh Rosa is a Pension & Benefits Specialist for Ryerson Canada Inc., an integral part of an international metals-processing company. Recently, Shenagh coordinated the rollout of new investment funds under the Money Purchase Plans, making recommendations to senior management and coordinating employee communication. Prior to joining Ryerson, Shenagh held a variety of positions in the Insurance and TPA environments with roles in pension plan management, pension compliance and group benefit consulting. Her 20+ years of working on both the plan sponsor and the insurance side enables her to provide valuable insight on all aspects of benefits and pension. Shenagh is a member of the CPBI Ontario Regional Council and holds the CEBS designation.
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Oma Sharma is a Partner in Mercer's Toronto office. She is the Defined Contribution (DC) Consulting Leader for Canada, responsible for the strategic direction of Mercer’s Canadian DC consulting offering. She also sits on Mercer’s Global DC Leadership Group, North American Investment Business Leadership Group and Canadian Retirement Business Leadership Group. Oma has over 25 years of experience in the retirement and investment fields. Oma consults to her clients on all aspects of the DC value chain. She has extensive experience in designing and benchmarking DC plans, conducting investment manager and recordkeeper searches, and developing appropriate governance and investment structures for these plans. Oma has also assisted many clients in conducting periodic investment manager and recordkeeper
performance reviews for these plans.
Oma has been with Mercer since 1987. Prior to joining Mercer, she spent two years with a major insurance company where she was involved in the design and administration of defined benefit pension plans.
Oma holds a Bachelor of Commerce and Finance (BComm) degree from the University of Toronto and is both a CFA Charterholder and a Fellow of the Life Management Institute (FLMI).
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As the Director of Total Rewards for Sodexo Canada, Janice is responsible for all aspects of compensation, employee benefit and retirement programs, disability management and wellness for 10,000 employees across Canada. She has over 20 years of human resources experience at private and public sector companies including Canada Life, Royal Bank and the Region of Halton. She has a B.A. in Psychology from the University of Waterloo and the CHRP and CCP designations.
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Lisa, a senior communication consultant with global experience, specializes in culture evolution through total rewards marketing and communication, employee value propositions and
influencing engagement.
For over 15 years, Lisa has been building innovative and effective communication strategies and finding ways to connect with employees and leaders by helping them to see the big picture — both during times of change, and by embedding strategies that positively influence the overall day-to-day employee experience. Lisa’s experience in employee marketing and communication includes Total Rewards, engagement, managing change, leadership effectiveness, brand development and systems deployment excellence. She has a deep knowledge of human resources strategies and programs, and has led effective communication consulting, planning and implementation for many integrated corporate initiatives.
Before joining Eckler, Lisa was the director of human resources communication at CIBC Mellon, and practice leader, global HR marketing and communication at Franklin Templeton
Investments. She has also provided consulting services for a number of large financial institutions in Canada.
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One of Canada's foremost political commentators, Jeffery Simpson has beenThe Globe and Mail's National Affairs columnist for over two decades, and has won this country's highest honours for journalism. In Chronic Condition: Why Canada's Health Care System Needs to be Dragged into the 21st Century, Simpson has some big, yet applicable, ideas to fix our system— and he's not afraid to share them.
Winner of the Governor General's Award, Jeffrey Simpson is a trusted voice on domestic and international issues for millions of Canadians. He has lectured at Oxford, Harvard, Princeton, and dozens of universities across Canada. As a bilingual speaker, he regularly appears on television and radio in both official languages.
In Simpson's book Chronic Condition, and in eye-opening talks, Simpson meets health care
head on and explores the only four options we have to end this growing crisis and examines the tenets of the Medicare system that Canadians cling to so passionately. He breaks the silence about the huge changes and real choices that Canadians face. Simpson was awarded the Donner Prize for Chronic Condition, awarded annually for the best public-policy book in Canada.
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John Stodola is Principal & Portfolio Manager, responsible for business development and client service in Ontario and Western Canada, and for developing and servicing Integra’s multi-employer business. John works with clients and consultants to construct multi-strategy investment solutions for pension plans, trusts, foundations and endowments. John studied at McMaster University where he received his BSc. and holds the CFA and CAIA designations.
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As the Director, Organizational Development, Julia Wagg’s work in talent management includes a focus on retiree engagement and experienced worker retention. The resulting program offerings have been central to Hydro Ottawa's 2014 recognition as a Best Employers for 50-Plus Canadians by the Workplace Institute.
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David Willows is Vice President of Strategic Market Solutions which is slick marketing talk meaning he leads Product Development, including Pharmacy Strategy and the traditional marketing function.
Prior to moving to GSC, he had spent five years as the Toronto Health and Benefits Practice Leader for Aon Consulting and then the merged Aon Hewitt organization.
Over the past 20 years, he has split his time between the carrier and consulting community, primarily focused on attendance and disability management, but more recently focusing on the broader health management issues facing Canadian employers.
