Roy Saunderson

Conférencier d'honneur du lundi (séance en anglais)  

Roy Saunderson, MA, CRP, is an author and recognition strategist who works at helping people better use recognition and rewards for maximum impact. He is the Chief Learning Officer at Engage2Excel with over 25 years in the recognition field. Roy teaches everyone how to get recognition right through his engaging leadership and management presentations, online webinars, and as a writer answering people’s recognition questions.

Adrian Gostick
& Chester Elton

Conférencier d'honneur du vendredi (séance en anglais)  

Adrian Gostick and Chester Elton have spent more than two decades helping clients engage their employees on strategy, vision and values. In their provocative, inspiring and always entertaining talks, they provide real solutions for leaders looking to manage change, drive innovation, and lead multi-generational workforces. Their work is supported by research with more than a million working adults across the globe, revealing the proven secrets behind high performance cultures and teams.

They are founders of The Culture Works, a global training company and authors of multiple award winning, #1 Wall Street Journal and New York Times, bestsellers, All In, The Carrot Principle and Leading with Gratitude. Their books have been translated into 30 languages and have sold more than 1.5 million copies. They have been called “fascinating” by Fortune and “creative and refreshing” by The New York Times. Gostick & Elton have appeared on NBC’s Today Show, CBS 60 Minutes, and are often quoted in Fast Company, Newsweek and Wall Street Journal.

Gostick & Elton are members of Marshall Goldsmith’s #MG100 Global Coaches. In 2020, both ranked in the top 10 Global Gurus in Leadership and Organizational Culture.

Dan Berty 
Executive Director
Canadian Drug Insurance Pooling Corporation (CDIPC)

Mr. Berty has over 30 of senior management experience in the Canadian health and dental benefits market and been CDIPC’s Executive Director since January 2015. During his time in the industry he has provided executive leadership on a wide range of operational and strategic initiatives. He has also provided expert advice on the Canadian group benefits business to software companies, claims companies, insurers, and medical provider associations

Ravipal Bains 
Senior Associate
McMillan LLP

Robert Bowness 
Director – Employer Operations
BC Pension Corp

Robert has been working for the British Columbia Pension Corporation for over seven years and is now the Director of Employer Operations. He is a results driven leader with expertise in strategy development, operation execution and team leadership; he builds motivated teams to develop and implement strategic priorities while establishing effective objectives and key results to drive high levels of service to clients.

Highlights of his expertise include the following:

• Developing and implementing organizational strategies while supporting staff through open communication and transparent goal setting resulting in efficiency increases and strong employee engagement results across all key indicators
• Developing performance management frameworks based on transparent and measurable objectives and key results
• Building and fostering relationships with senior leaders, peers and clients to drive successful strategy implementation

Dr. Vivien Brown, MDCM, CCFP, FCFP, NCMP
Assistant Professor, University of Toronto
VP North America, Medical Women’s International Association

Dr. Vivien Brown is a family physician and author in Toronto. Educated at McGill University, she currently is appointed to the Department of Family & Community Medicine at the University of Toronto, holding the rank of Assistant Professor. An award winner for teaching on many levels, her major interests are in the area of health promotion and prevention for women, and continuing medical education. She is Vice President of Medisys Health Group, a business dedicated to preventative health. The College of Family Physicians of Ontario has named Dr Brown “Physician of the Year for the Region of Toronto”, awarded November 2012. Representing Family Medicine in Canada, she has been on the board of the Canadian Immunization Conference and currently is on the Board of “Immunize Canada”, an educational component of Public Health Canada. She has lectured locally, nationally and internationally on preventative medicine and implementation issues around vaccination. She was the past President of the Federation of Medical Women of Canada, linking female physicians, students and residents throughout the country. Recently she has been the Chair of the in augural HPV Prevention Week 2017 in Canada. 

Donna Carbell 
Head of Group Benefits Manulife 

Donna Carbell is Manulife’s Head of Group Benefits, which provides health benefits to over 23,000 employers across Canada and more than three million Canadians. Donna also oversees the International Group Program (IGP), a network of global insurers who collaborate to support some of the largest multinational companies pool benefit costs globally to better manage their employee benefits programs.

Donna has been with Manulife since 2000, working in progressively senior roles across the organization over the last 20+ years. She holds a Master of Business Administration (MBA) from the University of Laurier in Waterloo and a Bachelor of Arts in Political Science from Carleton University in Ottawa. Donna is a proud member of the Board of Directors for Special Olympics Canada.

Pierre-Luc Chénier 
Assistant Director Policy at BCPC

Pierre-Luc Chénier est assistant directeur des Politiques à la BC Pension Corporation. Pierre-Luc dirige une équipe d’analystes principaux chargés de conseiller les régimes de retraite du secteur public de la Colombie-Britannique et les clients internes sur les questions législatives, réglementaires et de politique.

Carlo DiLalla
Vice-President and Head, Client Portfolio Management & Solutions
CIBC Asset Management

Carlo DiLalla is responsible for managing the firm’s institutional asset management business, providing strategic direction on all aspects of business development, client service, consultant relations, and client portfolio management.

Mr. DiLalla has over 25 years of experience in both Canadian and global markets. Prior to joining CIBC in 2012, he was a Principal at Mercer Investments, working closely with a variety of institutional investors, including pension and insurance clients, to construct investment solutions. He also held roles at Willis Towers Watson, Mackenzie Investments, and Royal & Sun Alliance Insurance Company of Canada.

Mr. DiLalla holds an MBA degree from Niagara University and a BComm degree from Concordia University. He has published a number of research papers on investment-related themes and is a frequent speaker at Canadian investment forums. He is also a CFA charterholder and a member of the CFA Society of Toronto.

Derek W. Dobson
CEO
CAAT Pension Plan 

He has more than 25 years of experience in the pension industry. In addition to being the CEO of one of Canada’s most sustainable pension plans, he serves as Co-Chair of the Canadian Public Pension Leadership Council (CPPLC), sits on the Board of the Association of Canadian Pension Management (ACPM), he is a contributor to the International Centre for Pension Management and is a founding faculty member of the Masters of Trust Management Standards (MTMS) of the International Foundation of Employee Benefits and Pensions (IFEBP), and Member of the Legal & Legislative and Public Sector Conference Committee of IFEBP, and is a member of the Pension Committee of the C.D. Howe Institute.

Derek is a featured speaker at pension conferences, and you’ll see his articles in Plans and Trusts, Benefits Canada, HR Professional, HR Reporter and the ACPM Observer.

Derek received the 2019 ACPM Industry Award. This was given in recognition of his leadership and creativity in addressing the challenges facing the Canadian retirement income system through his advocacy for, and development of, solutions to expand Canadians’ access to sustainable and efficient pension plans.

Derek is an Associate of the Canadian Institute of Actuaries (CIA) with a degree in mathematics from the University of Waterloo.

Graeme Hay
CIO
TRAF (Teacher’s Retirement Allowance Fund) – Winnipeg, Manitoba

Graeme leads all aspects of TRAF's investment program, including investment strategy, manager selection and monitoring. Prior to TRAF, he was a member of the investment team of Wellington West Asset Management, the internal portfolio management unit of one of Canada's largest independent brokerages. In this role, he carried out fundamental research for the firm's equity portfolios and led the firm's research effort on external investment managers employed across the firm.

Vincent Houle
Senior Consultant
Linea Solutions

Vincent compte plus de 15 années d’expériences dans le domaine de l’administration de régimes de retraite.  Il a passé les 10 premières années de sa carrière chez AonHewitt où il s’est occupé de l’administration des régimes de retraite de plusieurs clients en plus d’être chargé de projet pour l’implantation de systèmes d’administration et de participer à plusieurs initiatives d’amélioration continue.
Depuis qu’il s’est joint à Linea Solution en 2016, Vincent a travaillé en tant que chargé de projet et analyste d’affaire pour l’implantation de système d’administration de régime de retraite au Canada et au États Unis.  De plus, Vincent a effectué plusieurs études stratégiques aux Canada dans le but d’aider divers régimes de retraite dans la modernisation de leurs pratiques et systèmes d’administration.

Chris Jansen 
AVP, Plan Member Guidance & Solutions
Canada Life

Chris has extensive experience in the insurance industry and has been with Canada Life for over 25 years. He has spent the last 18 years in various roles within Group Customer, including new business underwriting and implementation, marketing, pricing, valuation, and technology initiatives. He has an actuarial background with fellowships in the Society of Actuaries and the Canadian Institute of Actuaries.

Currently, Chris leads a team that provides personalized health and wealth guidance to plan members in alignment with Canada Life's Group Customer strategy and objectives.

Stephen James 
Vice-President
Linea Solutions

Stephen James, Vice President Business Development / Senior Principal Consultant

Stephen is a senior operations, account management, and business development executive who has successfully delivered complex pension solutions to clients across North America. One of his chief strengths is his ability to work both on management and delivery on projects. He has consulted in the pension industry for over 25 years, first as an actuary, then as a software solution provider and now with Linea. Stephen has worked with pension plans in the US and Canada, providing consulting services ranging from strategic planning through to procurement and implementation. Between 1998 and 2021 Stephen has overseen the delivery of pension administration solutions to Canadian pension plans across the country, including British Columbia Pension Corporation (BCPC). Stephen currently lives just outside of Ottawa in Stittsville, Ontario, Canada.

Stephen’s role at Linea is split between providing leadership on client accounts and business development, especially for Linea’s growing Canadian presence.

Stephen has a BSc. in Mathematics and Computer Science from McGill University. He is fellow of the Society of Actuaries (FSA) and the the Canadian Institute of Actuaries (FCIA)

Jennifer Katzsch 
Regional Vice-President
Western Canada Desjardins Assurance

Jennifer leads the Business Development and Client Relationships teams in Western Canada along with the national Education and Transition team.

Jennifer is responsible for the overall client satisfaction and new business opportunities in Western Canada. She also leads the National Education and Transition team, which offers flexible solutions to ensure plan members understand and value the benefits their employers’ programs are offering them.

Jennifer works closely with her teams to develop innovative solutions and strategies that enhance the client experience and ensures our clients, as well as their plan members, are getting the most out of their group savings plan.

For over 20 years, Jennifer has worked with a wide variety of clients, including large multinational corporations and clients with defined contribution, defined benefit plans and savings plans.

Directrice principale
Développement des affaires, Assurance collective, Desjardins Assurances

Catherine a obtenu un baccalauréat en administration des affaires en 2009 et une maîtrise en gestion des affaires (MBA) en 2018.
Elle œuvre dans le domaine de l’assurance collective depuis maintenant 12 ans et chez Desjardins depuis 2013.
Elle a débuté sa carrière en tant que conseillère en assurance collective et elle occupe un poste de directrice de section pour la région de Montréal depuis 3 ans, toujours au sein de l’assurance collective chez Desjardins Assurances.

Lancelot Lambert
Director Business Development, Group Insurance, Toronto
Desjardins Insurance

Lancelot Lambert joined Desjardins Insurance in 2020 and is a Director of Business Development for the large group segment. He has over 18 years of group benefits experience in underwriting, sales and service. In his current role he is responsible for helping the Desjardins team in Toronto meet their collective goal of doing what’s right for client and members. His work over the years and dedication to seeking out answers has made him a valuable resource to, colleagues, advisors, plan sponsors and their employees.

Carole Lemay, BAA
Conseillère en assurance et rentes collectives
Canada Vie

Carole compte plus de 10 ans d’expérience dans le domaine financier. Elle a occupé plusieurs postes au sein de la Canada Vie autant au niveau des ventes que de la gestion.  En tant que Gestionnaire des conseillers au participants, son rôle est d’assurer le leadership et la gestion de l’équipe des conseillers aux participants tout en travaillant en étroite collaboration avec divers partenaires pour maximiser les résultats.

Avant de se joindre à la Canada Vie, elle occupait un poste au sein d’une compagnie de fonds mutuels où elle a peaufiné ses connaissances en placements. Carole est une fille de chiffres, débrouillarde et proactive. Elle est toujours en mode solution et elle apporte des opinons bien réfléchies.

Karen Lockridge 
Director
ESG Investing Canada Post 

Avinash Maniram
Partner, Lead Consultant
PBI Actuarial Consultants Ltd

Avinash is a consultant specializing in group benefits with over 20 years of experience. His particular area of technical expertise is in the design and pricing of group benefits in a collectively bargained environment. At PBI, Avinash consults to boards of trustees of multiemployer and negotiated cost health and welfare plans. Within this context, he develops models which allow clients to model the projected future impact of changes to their benefit programs. Through this experience with industry organizations and his work with clients on member education issues, Avinash has developed and made numerous presentations to unionized groups covering technical actuarial and benefits issues as well as on health and welfare topics. Avinash has also served on the faculty of the Actuarial Sciences department at Simon Fraser University.

Catherine Marshall
Principal Consultant
R4 Advisors

Ms. Marshall co-founded R4 to bring specialized global investment management expertise to real estate and real asset ESG consulting.  R4 is a natural evolution in her 12-year consulting history as Principal Consultant at RealAlts, a real assets investment consulting firm whose work includes ESG and TCFD reporting, new fund development, and investment strategy in Real Estate, Infrastructure, Agriculture, and Private Debt.  She has an equally extensive background in hands-on ESG work as a builder, industry association leader, and sustainability expert.
Since 2008, Catherine has led assignments for a wide variety of Canadian and global clients.  Prior to founding RealAlts, Ms. Marshal had extensive investment management experience as Director of Research and Strategy, Real Estate at the Canada Pension Plan Investment Board (CPPIB); Senior Vice President and Global Strategist at LaSalle Investment Management; Associate Portfolio Manager at Genus Capital Management; and Assistant Portfolio Manager, Real Estate, at the British Columbia Investment Management Corporation (BCI).  She has also worked at Aon Investment Consulting as Associate Partner, Global Real Estate.
Ms. Marshall was one of the first investment professionals in the world to attain the Sustainability and Climate Risk (SCR) certification in 2020. In addition to the SCR, she holds the CFA designation, has an undergraduate degree in Economics and Urban Studies from Queen’s University, and a Master’s in Economics and Finance from Simon Fraser University.

Lezlie Mintz
Vice President - Business Development
ACM Advisors

Lezlie has over 10 years of experience working in the Canadian commercial real estate market. As Vice President - Business Development, she is responsible for developing new relationships and raising capital for ACM Advisors Ltd. ACM is an investment fund manager (est. 1993) that specializes in the creation, structuring and management of pooled Canadian commercial mortgage funds.

Lezlie began at ACM as a senior real estate analyst where she was involved in the financial analysis of commercial mortgage transactions ranging in loan size from $5MM to $125MM. Her previous work experience included underwriting commercial mortgages for a national trust company, managing investor relations for a private lender, and she developed a corporate branding strategy for a prominent Vancouver developer.

Today, Lezlie is passionate about education and the prosperity of the Canadian pension community. She has enjoyed sharing her knowledge with audiences of CPBI Pacific, CFA Society Vancouver, the University of British Columbia’s Sauder School of Business, and the International Foundation of Employee Benefit Plans. Her academic background includes a Bachelor of Commerce degree from the University of Alberta (Finance major) and a Master of Business Administration from the University of British Columbia.

Joris Nathanson
Investment Manager
GuardCap Asset Management Limited

Joris Nathanson is Investment Manager for GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2016.

Prior to joining GuardCap, Joris spent ten years working for Nevsky Capital LLP, a multi-billion dollar Global and Emerging Markets specialist investment firm offering both long only and long/short strategies, where he was Partner and Senior Analyst.
Joris graduated from Oxford University with a degree in Philosophy, Politics and Economics (PPE). He qualified as a Chartered Accountant with Deloitte LLP.

Perry Offut
Managing director
Head of UBS Infrastructure for the Americas

Perry is Head of Infrastructure Americas at UBS Asset Management. Based in New York, Perry has more than 20 years of infrastructure investment and industry experience having worked on upwards of USD 100 billion of transactions.

Perry joined UBS from Macquarie Infrastructure and Real Assets where he served as a Managing Director on the North American investment team.  Prior to that, he was at Morgan Stanley as Head of Infrastructure Banking for the Americas.

Perry serves on the boards of Northern Star Generation and Ports America.  He served on the boards of Aquarion Water Company and GFL Environmental prior to joining UBS and Western Generation Partners before it was sold in February 2021. 

Vice-President, Asset Allocation
TCC, Trans Canada Capital

Brad Proctor
Office Lead Partner
McIness Cooper LLP

Brad Proctor is an Office Lead Partner based out of the Halifax, Nova Scotia office.

Brad practices management labour and employment law with an emphasis on the following core areas:
- Occupational Health and Safety;
- Workers’ Compensation;
- Human Rights and Workplace Accommodations;
- Labour Relations and Collective Bargaining;
- Wrongful Dismissal and other Employment-related claims;
- Workplace Privacy Issues

Brad advises clients to take a proactive approach to management labour and employment relations through the formulation and implementation of employment contracts, workplace policies as well as the creation of training programs for managers and supervisors with respect to performance management, workplace accommodations, harassment prevention and health and safety.

Brad appears regularly before labour arbitrators, human rights tribunals, Labour Boards, Workers’ Compensation Tribunals as well as various levels of court throughout the Atlantic Canadian provinces.

Brad’s dedication to his clients and his practice has earned a number of accomplishments. In 2015, he was named one of Lexpert® Rising Stars: Leading Lawyers under 40. Having gained a national reputation for his experience in occupational health and safety and workers’ compensation counsel, Brad has also been listed in the Best Lawyers® in Canada directory since 2016. Brad also actively volunteers for various community groups, is a Director of the Halifax Chamber of Commerce and a past Director of Safety Services Nova Scotia.

Peter Ricci
Senior Pharmacy Consultant
The Co-operators Life Insurance Company

Peter has been a Senior Pharmacy Consultant with The Co-operators since September 2019. He earned his Bachelor of Science in Pharmacy University of Saskatchewan in 1999 and completed his Accredited Canadian Pharmacy Residency 2002.

Peter has 21 years of experience in pharmacy and during that time he has been a preceptor for pharmacy students and residents and has also spent time teaching nursing and medical students about drugs. Peter started his career as a compounding pharmacist in Saskatoon SK and Moncton NB while in school and then for 3 years after graduating. In 2002, he completed a one year Residency in Hospital Pharmacy in Regina and then worked for the Saskatchewan Health Authority for a total of 10 years as a pharmacist specializing in anemia management in Chronic Kidney Disease and Gastroenterology Disease while also working in Hemodialysis, Kidney Transplant Clinic, Adult and Neonatal Intensive Care, Cardiac Care, and other areas of the hospital. In 2012, Peter became a partner in Rubicon Pharmacies where he operated Pioneer Village Pharmacy and created Rubicon Health Solutions. Eight years later upon the sale of Rubicon Pharmacies, Peter joined Cooperators as Senior Pharmacy Consultant.

Dr. Marc Robin 
Directeur médical
Dialogue

Le Dr Marc Robin est le directeur médical de Dialogue. En plus de travailler comme médecin en télémédecine, il dirige une équipe multidisciplinaire pancanadienne de médecins axée sur le développement d’une approche centrée sur le patient en soins de santé virtuels. Le Dr Robin rencontre également des patients dans une clinique de Montréal et s'intéresse particulièrement à la génétique et au dépistage du cancer.

Le Dr Robin a obtenu un baccalauréat en biologie moléculaire de l'Université Laval en 1989 et a effectué des recherches en pharmacologie et en médecine expérimentale. Après avoir terminé ses études en médecine en 1997 à l'Université de Montréal, il a effectué sa résidence en médecine familiale à l'Université McGill en 1999, à titre de résident en chef.

Le Dr Robin a travaillé à l’hôpital Stamford dans le Connecticut de 1999 à 2012, une importante filiale d'enseignement du Columbia University College of Physicians & Surgeons. Certifié Planetree®, l'hôpital de Stamford est l'un des 17 hôpitaux de soins actifs aux États-Unis avec cette concentration sur les soins centrés sur le patient. Le Dr Robin était Vice-président du département de médecine familiale de l'hôpital de Stamford, membre du conseil médical de l'hôpital de Stamford ainsi que Directeur médical d'un centre de soins actifs et de longue durée.

Marin passionné, il a été membre de l'équipe canadienne de voile et est toujours activement impliqué dans le sport et auprès des jeunes athlètes.

Jaycee Roth
Associate Managing Director
Cyber Risk

Jaycee Roth is an associate managing director in the Cyber Risk practice, based in the Toronto office. Jaycee specializes in digital forensics and incident response, leading complex cybercrime investigations such as ransomware, business email compromise and supply chain attacks. Since November 2018, Jaycee has conducted and/or supervised over 600 ransomware and incident response cases. She has expertise in dealing with extortion events, including communication with threat actors, acquisition of decryption tools, and post-incident mitigation and remediation. She has received industry recognition for her work and is a highly sought-after presenter and public speaker for cyber-related topics.

Prior to joining Kroll, Jaycee was Director of Digital Forensics and Incident Response at Arete Advisors (“Arete”) in Toronto. As the engagement lead, she assisted companies by rapidly addressing security incidents and mitigating threats. She led and managed a team of incident responders and digital forensic analysts responsible for the entire lifecycle of cyber incidents, from analysis to containment, eradication and remediation. In this role, she participated in large-scope high-impact cyber security compromises and managed incident response workflow and activities to support response and remediation. Jaycee utilized industry-leading and open-source technology to execute large-scale investigations and examine endpoint, network-based and cloud evidence sources. Before becoming a director at Arete, Jaycee worked with Kivu Consulting and Herjavec Group.

In her previous roles, she has handled cyber investigations involving ransomware, business email compromise, employee misconduct, spoliation and more. She also specialized in host-based and network-centric analysis utilizing a variety of tools and techniques such as deadbox forensic analysis, log analysis and active threat monitoring. In one of her previous positions, Jaycee spearheaded the onboarding, training and mentoring of 30 security analysts in Canada, the U.S. and India.

Jaycee has a B.Com. in business technology management from Ryerson Polytechnic University, Toronto.

Dominique Savard

Directeur principal, Développement des affaires, Épargne-retraite collective
Desjardins Assurances

Dominique est reconnu pour sa capacité à cerner ce qui importe le plus aux clients potentiels et à élaborer minutieusement un régime qui remplit leurs critères. Il a complété le cours sur les fonds d’investissements au Canada. Il détient la désignation de conseiller en rentes collectives de l’Autorité des marchés financiers (AMF) au Québec, ainsi que le titre de Professional Customer Service (P.C.S.) de LOMA. Il est également titulaire d’un baccalauréat avec une majeure en sciences politiques et d’un certificat en droit de l’Université Laval. Dominique est aussi membre du Comité de la Vigie réglementaire et de la conformité des pratiques de la Chambre de la sécurité financière du Québec.

Christie Stephenson
Executive Director, Peter P. Dhillon Centre for Business Ethics
UBC Sauder School of Business

Christie Stephenson is the Executive Director of the Peter P. Dhillon Centre for Business Ethics at UBC Sauder School of Business.
Before joining UBC Sauder in 2016, Christie spent 15 years at socially responsible and impact investing firms Sustainalytics (Jantzi Research Associates), NEI Investments (Ethical Funds) and Rally Assets (Purpose Capital).
Christie has more than two decades of diverse board experience. She is currently a director of Vancity financial cooperative, where she chairs the governance committee and serves on the audit committee. She also serves on the board, and environmental, social and governance committee, of the University of British Columbia Staff Pension Plan, as well as the board, governance and risk committees, of Central 1, one of Canada’s domestic systemically important financial institutions.
She is a frequent speaker to industry and academic audiences and a regular media commentator on topics related to responsible business, governance and investing.

Kevin Thomas
Chief Executive Officer
Shareholder Association for Research and Education

Kevin Thomas is the Chief Executive Officer of the Shareholder Association for Research & Education (SHARE). SHARE is a leader in responsible investment services, providing shareholder engagement, research, leadership development, and policy advocacy to a growing network of Canadian pension plans, universities, foundations, Indigenous trusts, religious institutions and asset managers with more than $75 billion in assets under management. SHARE is the secretariat for the Committee on Workers Capital, the Canadian Capital Stewardship Network, and the new University Network for Investor Engagement. Prior to joining SHARE, Kevin advised companies, governments, and public institutions on the development and implementation of policies and practices to improve respect for worker rights in global supply chains. From 1998 to 2009 Kevin served as a political advisor and Chief Negotiator for Treaty negotiations, land use, environmental protection and economic benefit agreements for a First Nation in Alberta. He holds an LLM in international business law. www.share.ca 

Associate Vice President, Benefits & Health
Gallagher Canada

Everything Sandie does is a testament to the fact that details are important and relationships matter – from her strategic questions, to her appreciation of the nuances of a company’s culture, to her understanding of each client’s individual goals. She has made a career out of fostering close relationships with her clients, and going above and beyond. She has been delivering multi-faceted results for Gallagher clients since 1999. Prior to her role here, she had experience in similar roles at a large insurance company and in HR at one of Canada’s largest banks.

Sandie continues to provide benefits solutions for many multi-national, fortune 500 companies as well as mid-sized, independently owned Canadian companies. Sandie represents Gallagher by frequently speaking at industry events and is an advisory member to several pharmaceutical partners.

Sandie has a Bachelor of Arts degree from McGill University, and holds both a CHRP designation from Humber College, and Life Insurance Agent’s License (FSCO).

Tammy Vigue
Retirement Coach & Consultant

Tammy Vigue is a Retirement Coach and Consultant located in Vancouver, BC. She has over 20 years of experience working in the pension and investment industry, as well as a background in Psychology and Coaching.

Her proprietary program, Retirement Reimagined addresses the often-overlooked non-financial aspects of retirement planning; helping individuals define what they are retiring TO.

Tammy graduated from Simon Fraser University with a BA in Psychology and has completed coaching programs through Authentic Leadership Global, the Coaches Training Institute, New Ventures West, Rhodes Wellness College and Retirement Options.

Ed Wallace, CFA
Investment Manager
GuardCap Asset Management Limited

Ed Wallace is Investment Manager for GuardCap Asset Management Limited. He joined GuardCap in 2015.
His career in the investment industry began in 2001 when he joined Gartmore Investment Management on their global equity team as a graduate trainee, subsequently becoming an analyst and portfolio manager. In 2011 Henderson Group acquired Gartmore and Ed moved with the team to Henderson Global Investors managing global and international equity funds for institutional and retail clients. Over an 18-month period (2003-05), he also participated in developing UK government policy on institutional investment at HM Treasury.

Ed graduated with a first-class honours degree in Modern History & Economics from Oxford University (1999). He is a CFA® charterholder.