Course Facilitators |  | |  | Jason PaquetteCounsel, Sun Life Assurance Company of Canada | | Jason VaryPresident, Actuarial Solutions Inc.
| | Jason is a pension and benefits lawyer supporting Sun Life’s Group Retirement Services and Group Benefits businesses. These businesses serve the needs of Canadians by providing retirement and savings plan asset administrative services, and life and health insurance benefits and administrative services. Prior to joining Sun Life, Jason was in private practice, where he provided advice to clients in the public and private sectors on a wide range of pension and benefits issues. | | Jason has practiced in defined benefit pension and retiree health plans for over twenty years. He has experience with many plan designs including single-employer, multi-employer, jointly-sponsored, private sector, government, unionized, non-unionized, as well as registered and non-registered executive plans. He also provides clients with independent due diligence services with respect to mergers and acquisitions, and expert independent advice on matters before arbitrators and the courts. Jason is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries and is also an active volunteer within the actuarial profession and with the Financial Services Regulatory Authority of Ontario. | | | | | 
| |  | Paul RossiSenior Investment Consultant, Eckler
| | Natasha MonkmanPartner, Hicks Morley’s Pension Benefits and Executive Compensation practice group | | Paul has over 15 years of working with clients of all sizes with defined contribution (DC) or defined benefit (DB) plans. Paul has been primarily focused on DC over his entire career. He has extensive knowledge of investment managers and record keepers. Paul has also contributed to the industry through conference speaking engagements. Paul also co-leads Eckler’s university co-op hiring program for their investment team. | | Natasha regularly advises private and public sector employers on a variety of plan administration, compliance and governance matters relating to their employee benefit plans and pension plans, including with respect to the administration of marriage breakdown and death benefit entitlements. She also regularly advises employers under going significant transactions and with respect to pension plan funding issues. | | | | |  | |  | Pamela Chan EbejerPartner, Dentons | | Salina ShariffSenior Director, Retirement Solutions and Financial Wellness, People Corporation
| Pam Chan Ebejer is a partner in the Employment, Labour and Pensions group of Dentons’ Toronto office.
Pam regularly provides strategic and legal advice to plan sponsors and administrators on all aspects of defined benefit and defined contribution pension plans, including design and amendment, fiduciary responsibilities, governance and funding issues, and regulatory compliance. Pam also has extensive experience advising on pensions, retirement and savings plans, and employee benefit matters in corporate transactions, including asset and share transactions, and in assisting clients develop and amend executive and deferred compensation plans.
Pam supports local, national and international employers in all labour, employment and human rights law areas.
Organizations also regularly retain Pam as an independent investigator of allegations regarding workplace harassment and sexual harassment, discrimination and bullying. | | Salina leads a team responsible for the support and management of sponsor and member retirement solutions, including plan governance, legislative and investment guidance, and overall plan strategies to support CAP guidelines, minimize sponsor risk and maximize member outcomes. Salina has also championed the launch of a digital financial wellness platform.
Salina’s career spans over 30 years within retirement solutions in several of Canada’s largest insurance companies. Salina’s background in retirement administration, client relationship management and financial education makes her a subject matter expert for colleagues and clients. The last decade of Salina’s career has focused on various components of retirement solutions to assist plan sponsors and members in achieving their retirement goals.
Salina holds a Bachelor of Commerce degree, Retirement Plan Associate (RPA) designation, is Life Licensed (LLQP) and has passed exams for the Investment Funds Institute of Canada (IFIC) and Canadian Securities Course (CSC). | | | | | 
| |  | Dimitri Poliak
Principal, Savings, Normandin Beaudry | | Kelleher LynchAssociate, McCarthy Tétrault | Dimitri has practiced in defined benefit and defined contribution consulting for 14 years. Dimitri consults on investment manager search and selection, plan re-design, mergers and acquisitions due diligence and, has developed proprietary organizational retirement readiness diagnostics to help plan sponsors design more effective retirement programs.
| | Kelleher is an Associate with McCarthy Tétrault’s National Pension, Benefits & Executive Compensation Group in Toronto and a member of McCarthy Tétrault’s Pension Funds Investment Group. Kelleher provides strategic legal advice to public and private companies on legal issues arising in respect of the planning, establishment, governance, administration, and wind-up of pension plans, profit sharing plans, registered retirement savings plans, welfare benefits plans, retirement compensation arrangements, equity compensation plans and other forms of executive compensation. Kelleher is the Chair of the Pension & Benefits Section of the Ontario Bar Association for the 2021-2022 year. He also serves on the Executive of the Pension & Benefits Section of the Canadian Bar Association, and on the Ontario Regional Council of the Canadian Pension and Benefits Institute. | | | | |
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