Experience

Financial Services Regulatory Authority of Ontario (FSRA)

• Canada
• Financial Services
• 400 - 500 Employee

• Pensions Engagement Consultant

  • Jun 2023 - Present



Siemens Healthineers

• Hospitals and Health Care
• 700 & Above Employee

• Pension Specialist | Senior Associate

  • Aug 2022 - May 2023

  Benefits Carve-Out Project Management: • Lead carve-out of benefits programs from Siemens Canada Limited • Establish service provider and third party administrator relationships for each benefit plan • Coordinate with legal and external council in the negotiation of service, fees and term agreements Pension Governance: • Chair Pension Committee • Draft governance policy in conjunction with treasury and external council • Participate in request for proposal process for Investment Advisor contracting Show less



Samuel, Son & Co.

• Canada
• Manufacturing
• 700 & Above Employee

• Analyst, Retirement Program

  • Sep 2020 - Aug 2022

  • Manage relationships with all external service providers • Monitor multiple trust account cash operations and investment activities • Defined Contribution Pension Plan committee participant • Manage relationships with all external service providers • Monitor multiple trust account cash operations and investment activities • Defined Contribution Pension Plan committee participant



Hudson's Bay Company

• United States
• Retail
• 700 & Above Employee

• Pension Analyst

  • Jun 2018 - Sep 2020

  • Calculate pension benefits, present values, and accrued interest. • Reconcile monthly deductions against remitted contributions and premiums payments. • Analyze monthly service provider invoices and remit to treasury and trustee for processing. • Periodically update pension and benefit general ledger accounts journal entries. • Calculate pension benefits, present values, and accrued interest. • Reconcile monthly deductions against remitted contributions and premiums payments. • Analyze monthly service provider invoices and remit to treasury and trustee for processing. • Periodically update pension and benefit general ledger accounts journal entries.



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Bilingual Pension Administration Representative

  • Jan 2018 - May 2018

  • Answer inquires of defined benefit pension plan members. • Provide administrative support to defined benefit pension plan sponsors. • Answer inquires of defined benefit pension plan members. • Provide administrative support to defined benefit pension plan sponsors.



Sun Life

• Financial Services
• 700 & Above Employee

• Retirement Consultant

  • Mar 2015 - Apr 2017

  • Assess retired employees’ income goals, investment risk tolerance and insurance needs. • Recommend and implement investment portfolio asset allocation to meet income needs. • Establish a comprehensive retirement income plan from different income streams. • Assess retired employees’ income goals, investment risk tolerance and insurance needs. • Recommend and implement investment portfolio asset allocation to meet income needs. • Establish a comprehensive retirement income plan from different income streams.



Standard Life UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Dec 2012 - Jan 2015

  • Educate members on their employer sponsored retirement and savings plans. • Provide financial guidance to members in establishment of their savings goals. • Serve on the Quality & Choice Investment fund selection committee. • Educate members on their employer sponsored retirement and savings plans. • Provide financial guidance to members in establishment of their savings goals. • Serve on the Quality & Choice Investment fund selection committee.