The Canadian Source Of Employee Pension Fund Investment And Benefits Plan Management


Key Players in the Industry

December People Issue



Anne Peiris is a vice-president in the compensation practice at Accompass. She has experience in senior leadership roles at major global human resources consulting firms, banks, and insurance companies, most recently with Mercer.


Louise Charette is chief investment officer and Eric Filion is chief operating officer at Bâtirente. An economist by training, Charette has a broad investment management experience, particularly in the area of pension funds. Filion was a vice-president, product development, marketing, and investment strategy, group retirement savings, for a major Québec financial institution.

Bruce Power

Amy Wong is a section manager, benefits investments, at Bruce Power. She had been with Sun Life Financial since April 2005 as director, investment consulting (2009-2016), and director, employee pension and savings plan investments (2005-2009). Prior to that, she was senior manager, pension assets, at Scotiabank.


Patrick De Roy is senior vice-president, research - depositors and global portfolio, at the Caisse de dépôt et placement du Québec (CDPQ). Most recently, he was a partner and risk and investment practice leader at Eckler Ltd. He has also been a partner and national practice leader, risk management, at Morneau Shepell and an institutional portfolio manager, fixed income, at Fidelity Investments. Nicolas Westphal is head of technology. He was director of corporate strategy and development at Intuit.

CIBC Mellon

Steve Wolff is president and chief executive officer at CIBC Mellon. He assumes responsibility for its strategy and performance. He joins CIBC Mellon from the Nova Scotia Pension Services Corporation (NSPS), which administers the pension benefits and investment assets of two of Nova Scotia's public sector pension plans. 


John Graham is managing director and head of principal credit investments at the Canada Pension Plan Investment Board (CPPIB). He was managing director and head of portfolio investment and business management in private investments at CPPIB.


Gregory Chrispin is executive vice-president of wealth management and life and health insurance for Desjardins Group. In this capacity, he will also assume the role of president and chief operating officer of Desjardins Financial Security. He joined the firm in 2010 and until now had been vice-president of investments in charge of all Desjardins Global Asset Management’s activities. Nadia Darwish is vice-president, development, marketing, and investment strategy. Most recently, she was vice-president, market development, at Sun Life Financial, a firm she joined in July of 1999.

Expert Panel

Murray Gold is a member of the Ontario Pension Asset Expert Advisory Panel. The expert panel will consider accounting issues pertaining to public sector pension plans in Ontario. It is due to report in early 2017. He is a senior partner, pensions and benefits, at Koskie Minsky LLP, a firm he joined in 1986.


Wayne Farrow is president of Farrow Pension & Benefits. Most recently, he was a senior consultant at Synergy Benefits Consulting. Prior to that, he was president of the Benefits Alliance Group.


Heather Cooke is deputy chief investment officer for Fiera Capital’s Canadian division. Since December of 2013, she has been director of institutional clients at Unigestion. Prior to that, she was a partner and leader of the financial strategy group and dynamic de-risking at Mercer Global Investments Canada Ltd.

Franklin Templeton

Don Reed will retire after a 27-year career with Franklin Templeton Investments on January 31, 2017. Recruited by the late Sir John Templeton to join the firm in 1989, he has a long history of dedication to Templeton’s value investing principles. He will also transition out of his director and/or chair roles for the company entity boards on which he serves, but will remain on the Templeton Growth Fund, Ltd. and Franklin Templeton Corporate Class Ltd. fund boards.


Stephanie Tsui is director of Asian wealth and Grant Conroy is an associate portfolio manager at Genus Capital Management Inc. Tsui was the former director of ultra-high net worth investment solutions, Asia Pacific, at Credit Suisse. Conroy brings more than 17 years of equity and financial markets experience that he gained with Goldman Sachs in London, England, to this position.


John Salmond is president and chief executive officer of GMS and GMS Insurance Inc. He has been part of its executive team since August 2013 when he was appointed vice-president, sales and marketing. With over 28 years of senior sales and marketing experience, he was previously at Manulife Financial.

Great-West Life

Monique Maynard (FSA, FCIA) is president, Quebec affairs, for Great-West Life and its subsidiaries ‒ London Life and Canada Life. Her career with the company spans three decades and she has held senior roles in product and business development, pricing, claims, underwriting, new business administration, and client service for the individual lines of business. Jeff Macoun is executive vice-president, group. Since January 2006, he has been senior vice-president for sales and marketing at Great West Life.


Sherry Peister, chair of the board of directors at Green Shield Canada (GSC), has been named a ‘Women's Executive Network 2016 Canada's Most Powerful Women: Top 100 Award Winner.’ She received the ‘Accenture Corporate Directors Award’ which recognizes the accomplishments of professional women in leadership roles. She was appointed as GSC's first female board chair in 2010.


Cara MacDonald (CEBS) is regional director ‒ Canada at the International Foundation of Employee Benefit Plans (IFEBP). She serves as the primary contact for outreach and program support in Canada. Most recently, she was national representative for pensions and benefits for Unifor, formerly the Canadian Auto Workers union.

Innovation Roundtable

Hugh O’Reilly, the CEO of OPTrust, has been appointed to the TMX’s ‘Advancing Innovation Roundtable.’ The roundtable will include senior leaders from the Canadian investment community, including leading experts from capital providers such as pension plans, banks, private equity funds, and venture capital firms. The independent working group will examine ways to increase access to growth capital for companies in Canada’s innovation economy with a focus on technology, clean tech, life sciences, and advanced manufacturing sectors. “I look forward to collaborating with other industry leaders to explore strategies that will assist the advancement and growth of Canadian technology firms,” says O’Reilly.

Manion Wilkins

Ron Smitko is vice-president of sales and marketing at Manion Wilkins & Associates Ltd. Most recently, he was vice-president, TPA markets, for SSQ Financial Group.


Yolanda Billinkoff is a strategic accounts consultant at Medcan. She has been with the firm since 2007, most recently as vice-president, sales and account management. Prior to that, she was with the Cleveland Clinic.


Andrew Grubb is head of innovation at Mercer Canada. His innovation team will focus on the trends that are shaping the future of HR. He joins Mercer with over 10 years of experience as a business leader in a diverse range of industries and geographies, most recently in the innovation consulting space. René Beaudoin is global health delivery leader, as part of the services and the retirement, health and benefits leadership teams, at Mercer Services Global Health Delivery. He brings a 25-year track record of growth and extensive client and business leadership experience.


Francesco Faiola is country manager for MSCI in Canada. He joined the global indexing and analytics firm as vice-president in 2004 in France. In 2013, he relocated to Toronto, ON, to lead the relationships with Canadian asset owners and consultants, after covering a similar role for the Netherlands, United Kingdom, Denmark, and southern Europe.


Steve Reis is an employer relations specialist with the stakeholder relations department at the Ontario Pension Board. Prior to a brief stint as a relationship manager for the Ontario Retirement Pension Plan, he was a learning analyst with the knowledge management team at OMERS. He had been with OMERS since September 1998.


Eric Léveillé, managing director of BlackRock Asset Management, is chair of the 2016-2017 board of directors of the Portfolio Management Association of Canada (PMAC). Also appointed were Dona Eull-Schultz, of Leon Frazer & Associates, as president; Thomas Johnston, of CI Institutional Asset Management, as senior vice-president; Lucas Pontillo, of Manulife Asset Management Ltd., as chief operating officer; and Marc Trottier, of Coerente Capital Management Inc. as co-managing director.


Daphne Woolf is managing director at SPB Organizational Psychology Toronto. She is overseeing the development and execution of the firm’s business strategy in English Canada. She has experience working across a wide variety of industries, most recently with Right Management – ManpowerGroup.


Joseph Chan is a vice-president in the benefits and total rewards practice at Stem Capital Inc. He has worked in the industry for 18 years in both Canada and Asia. Most recently, he was at Walmart Canada where he was director of total rewards.

Sun Life

Emma Heo (FRM) is manager, client relationships, defined benefit solutions, at Sun Life Financial. Since July of 2013, she has been a senior analyst, investment research, in its International Investment Centre.


Bruce Cooper will become CEO of TD Asset Management (TDAM). He will retain his responsibilities as chief investment officer (CIO) and continue as a senior vice-president of TD Bank Group. With more than 20 years of experience in asset management at TD, over the past few years in his CIO role he has developed and maintained a high performing culture and a focus on client and investment excellence.


Nicole Musicco is senior vice-president, public equities, at the Ontario Teachers' Pension. She has been with Teachers' since 2002 in private capital where she held positions of increasing responsibility. Kristina Riis is vice-president, project delivery. She has more than 15 years of experience in strategic planning, business unit development, project management, change management, and process engineering. Millan Mulraine is director and chief economist. He joins Teachers' after close to 10 years with TD Securities, most recently as the deputy chief economist.


Brad Trotter is managing director, U.S. and European debt, and Cam Goodnough is managing director, corporate development, for Timbercreek Asset Management. With 25 years of experience across North America, Europe, and Asia as a business leader and CFO with GE Capital, Trotter has extensive experience in the financial services sector. Goodnough spent 17 years at firms such as CIBC Wood Gundy, Merrill Lynch Canada, RBC Capital Markets, and as managing director with the financial institutions group at TD Securities.

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