Benefits & Pensions Monitor Events

Benefits 2018

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

Helping workers impacted by mental illness in a helpful and cost-effective way is now a priority in most workplaces. Since the establishment of the ‘National Standard of Canada for Psychological Health and Safety in the Workplace’ in 2013, more time, effort, and energy have been put into helping make workplaces psychologically safe and breaking down the stigmas over mental health in the workplace.

Through its mandate to help build sustainable communities, The Co-operators embarked on an enterprise-wide mental health initiative aimed at supporting the mental wellness of its workplace as well as the workplaces of its group benefit clients. Because of this initiative, The Co-operators partnered with WorldCare International, Inc. to research the opportunity for mental health second opinion consultations.

At the Benefits and Pensions Monitor ‘Benefits 2018’ session this March, The Co-operators will provide an update on this study and share additional learnings from its mental health initiatives.
The presentation is part of the March 20 event that will look at the primary challenge facing plan sponsors today – benefit plan cost.

Register now to be the first to hear about successful mental health initiatives and leading edge thinking on other approaches to benefit plan cost management.
Join our expert speakers, including Richard Heinzl MD, Global Medical Director from WorldCare International Inc. as well as Sarah Dulong, Mental Health Claims Advisor and Roger Friesen, Director, Life & Disability Claims from Co-operators Life Insurance Company at this Benefits and Pensions Monitor, Meetings & Events session.

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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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Event Summary Videos

Industry Events

Campbell Offers Legal Update

Date: January 24, 2018

Legal Update 2018’ is the topic of a CPBI Pacific session. Murray Campbell, a partner at Lawson Lundell LLP will discuss recent statutory and case law developments of interest to pension and benefit plan sponsors and administrators. It takes place January 24 in Vancouver, BC.

For more information visit:
Unhealthy Workforce Cost Discussed

Date: February 1, 2018

Quantifying the Costs of an Unhealthy Workforce’ will be the focus of an Economic Club of Canada panel discussion. Featured panelists are Heather Chalmers, vice-president and general manager at GE Healthcare Canada; Dr. Robert Bell, Ontario’s deputy minister of health and long-term care; and Susanne Cookson, co-founder of BestLifeRewarded Innovations. It takes place February 1 in Toronto, ON.

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Best Governance Practices Examined

Date: February 1, 2018

Steve Mahoney and Harry Matheis, of Matheis Financial Group, will discuss best practice investment governance processes, tools, trends, and an actual case study at its ‘Challenges Facing Employer Sponsored Plans Today’ session. It will look at governance, fiduciary responsibilities, and risks which, combined with an environment of lower expected investment returns plus an aging workforce, are key challenges facing employer sponsored savings plans today. It takes place February 1 in Pickering, ON. For information, contact or Talia Lane at 905-837-2600, ext. 12

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.

For information, visit

Solvency Funding Impact Examined

Date: February 5, 2018

No Solvency, No Problem? The Changing Canadian Pension Landscape’ is the focus of a CPBI Pacific session. Greg Heise, a partner at George & Bell Consulting, and Perry Teperson, a vice-president and portfolio manager at Leith Wheeler Investment Counsel Ltd., will summarize the changes in solvency funding in Ontario and Quebec and provide their opinions on the new environment and their expectations for future changes to come. It takes place February 5 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.

For information, visit

Stress Busters’ Offered

Date: February 21, 2018

Cecile Schultz, a chartered mediator with Homewood Health, will define stress and its physical, emotional, social, and behaviour impacts at the CPBI Northern Alberta Region ‘Stress Busters’ session. She will also offer ideas on how to manage stress. It takes place February 21 in Edmonton, AB.

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Full Day Planned On Cannabis

Date: February 25, 2018 - February 28, 2018

The International Foundation of Employee Benefit Plans (IFEBP) ‘Canadian Health and Wellness Innovations Conference’ will feature a full day on medical marijuana. Sessions will include legal issues with substance abuse in the workplace, medical cannabis and benefits plans, and a doctor’s description of the medical uses of cannabis. Theme of the conference is ‘Transforming Health Care for the Next Generation’ and it will also include sessions on chronic disease and mental health. It takes place February 25 to 28 in Victoria, 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 March 12 to 18 in Regina, SK. To reserve a seat, eMail Karen Lovelace at

For information, visit

Ageing And Economy Discussed

Date: February 27, 2018

By 2036, one in four Canadians will be over the age of 65. That means retirement and financial planning services need to start adapting to a new demographic reality. The National Institute on Ageing is presenting ‘Ageing and the Economy,’ a panel discussion featuring Kevin Dougherty, president of Sun Life Financial Canada; Jim Keohane, president and CEO of HOOPP; and Michael Latimer, president and CEO of OMERS. They will offer actionable and practical insights into how the ageing population affects the economy of today and the future. It takes place February 27 in Toronto, ON.

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Drug Claim Questions Answered

Date: February 28, 2018

What to do When an Employer asks About a Drug Claim’ will be discussed at a Canadian Group Insurance Brokers Inc/Benefits Breakfast Club session. Thomas Holloway, of Equitus Consulting Inc.; Suzanne LePage, a private health plan strategist; Blair Rutledge, of Cameron Stewart Life Science; and Jim Bullock, a senior insurance advisor and expert witness; will provide answers to some of questions plan members are asking about claims. It takes place February 28 in Vaughan, ON.

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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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Registration Opens For Forum

Date: June 4, 2018 - June 6, 2018

Registration for ‘CPBI Forum 2018’ is now open for CPBI members. Sessions will include discussions on retirement adequacy, the impact of CO2 emissions, and private investments. It takes place June 4 to 6 in Quebec City, QC.

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