Benefits & Pensions Monitor Events

Benefits 2018

Date: March 20, 2018 | Location: Vantage Venues. 150 King Street West Toronto, ON M5H1J9

In 2018, cost will again be the primary challenge facing plan sponsors. How this challenge will be addressed in the coming year will be the focus of this event.

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Pension Investment Strategies

Date: April 24, 2018 | Location: Vantage Venues. 150 King Street West Toronto, ON M5H1J9

Today’s pension plans face paying out retirement benefits to their youngest employees up to 50 years from now. This session will examine how investment strategies can meet these future liabilities in a changing environment.

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Benefits: Trends and Insights

Date: May 8, 2018 | Location: Vantage Venues, 150 King Street West Toronto, ON M5H1J9

The one constant when it comes to benefits is change. This session will examine areas such as the impact an increasingly global workforce is having and will have on benefit plans and how new approaches to providing benefits can be used to meet the needs of employers and employees.

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Industry Events

Keynotes Set For ISCEBS Event

Date: November 22, 2017

Innovation Meets Personalization: Pharmacogenetics & Financial Technologies in Group Health and Retirement’ will be the topics at the Toronto Chapter ISCEBS’ biennial keynote speaker event. Simon Chan, CEO at BAL Consulting, will lead a discussion of FinTech and retirement which will be followed by a panel discussion with Michael Prouse, director of operations at Personalized Prescribing Inc., and Veronika Litinski, of GeneYouIn, on pharmacogenetics. It takes place November 22 in Toronto, ON.

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‘Breaking Barriers’ Examined

Date: November 22, 2017

AIMA Canada will examine ‘Breaking Barriers ‒ A Roadmap to Achieving Gender Diversity in the Alternatives Industry.’ Presented by the AIMA programming and events committee, it will present a high tea and panel featuring Emer McGuckin, managing director in Investor Relations; Amy Baryshnik, a partner at Alignvest Investment Management; Tara Kennedy, director, head of trading for ETFs and automated strategies within the global equity derivatives group at TD Securities; and Ida Khajadourian, director of wealth management and a portfolio manager at Richardson GMP; will discuss women’s advancement and gender diversity in the Canadian alternative investment industry. It takes place November 22 in Toronto, ON.

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BEP Looks At Strategic Areas

Date: November 27, 2017 - December 1, 2017

The ‘Rotman-ICPM Board Effectiveness Program (BEP)’ for pension and other long-horizon investment organizations features leading pension practitioners and academics discussing key strategic areas such as fiduciary duties, investment beliefs, risk management, and member communications. It is scheduled to run from November 27 to December 1 in Toronto, ON. For information, visit

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Evolving Landscape Examined

Date: November 29, 2017

The evolving pension landscape and leveraging emotional intelligence for success will be examined at a CPBI Ontario session. James Fera, a senior legal consultant in the retirement practice at Aon Hewitt, will update pension legislation for 2018. Jillian Kennedy, a partner in Mercer’s wealth business and leader of its defined contribution and financial wellness strategy for Canada, and Dean Sansom, a senior account executive at Great-West Life, discuss the pros and cons of decumulation. Amélie Meilleur, a disability management expert, will explain what all good leaders need to know about emotional intelligence. It takes place November 29 in Ottawa, ON.

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ACPM Navigates Income Tax Act

Date: December 1, 2017

Association of Canadian Pension Management (ACPM) regional councils are hosting a multi-topic national session in eight cities across Canada. ‘Navigating the Maze: The Income Tax Act and Investment Uncertainty’ will profile two of the most challenging issues facing plan sponsors, administrators, trustees, and service providers. There will also be an opportunity to provide input to the draft ACPM policy paper on the Income Tax Act. The sessions are November 1 in Winnipeg, MB and Edmonton, AB; November 2 in Regina, SK, and Montréal, QC; November 8 in Calgary, AB, Vancouver, BC; and Toronto, ON; and November 9 in Halifax, NS.

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Economists Provide Outlooks

Date: January 5, 2018

The Economic Club of Canada’s ‘Economic Outlook 2018’ will feature chief economists from Canada’s ‘Big Five’ financial institutions. They are Beata Carinci, chief economist and senior vice-president at TD Bank Group; Douglas Porter, chief economist and managing director at BMO Financial Group; Avery Shenfeld, chief economist and managing director at CIBC Capital Markets; Craig Wright, chief economist and senior vice-president at RBC; and Jean-François Perrault, chief economist and senior vice-president at Scotiabank. It takes place January 5 in Toronto, ON.

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Human Versus Machine Examined

Date: January 18, 2018 - January 21, 2018

Kumar Murty, head of the mathematics department at the University of Toronto; Michael Rudd, senior director of investments for Sigma Analysis & Management; and Tim Friederich, a senior solutions specialist and a director with Allianz Global Investors; will among the featured speakers at the ‘MMF Symposium: The Human vs The Machine.’ The session will examine whether the concept of the human versus the machine is hype or evident truth. It takes place January 18 to 21 in Collingwood, ON.

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Results Of Index Revealed

Date: February 2, 2018

‘2018 REALPAC/MSCI Canada Real Estate Investment Forum’ will reveal the 2017 results of the ‘REALPAC/IPD Canada Quarterly Property Index’ and feature panels of industry experts to discuss the results and state of the industry. It takes place February 2 in Toronto, ON; February 5 in Montreal, QC; and February 6 in Vancouver, BC.

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Pension Challenges Examined

Date: February 21, 2018

Theme of the ‘BC Pension Leadership Forum 2018’ is ‘Facing Challenges, Finding Solutions.’ The SHARE event is co-hosted by the BC Federation of Labour and preceded by a full-day ‘Pension Boot Camp’ for beginners and a ‘Trustee Responsible Investment Master Class’ for experienced trustees. It takes place February 21 and 22 in Vancouver, BC.

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Third Module Offered

Date: February 26, 2018 - March 2, 2018

The CPBI Saskatchewan Regional Council ‘Pension Plan Administration Certificate (PPAC) 3’ is the third of three modules in the PPAC program offered in partnership with Humber College. PPAC is designed for anyone from pension plan administrators to HR professionals in the industry to pension committee members. It takes place February 26 to March 2 in Regina, SK. To reserve a seat, eMail Karen Lovelace at

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Past And Future Theme Of Conference

Date: April 11, 2018 - April 13, 2018

Power of the Past: Force of the Future’ is the theme of the CPBI Western Regional Conference. Speakers include Margaret Trudeau who will share her goal of helping to inspire others and to erase the stigma surrounding mental illness and author and trainer Michael Kerr who will introduce practical ideas that audiences can put to work immediately. It takes place April 11 to 13, 2018, in Banff, AB.

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