Gerry Wahl

Gerry Wahl

Governance Simplified

Gerry is the Managing Director of The Pension Advisor. He has 30 years of financial and pension experience, including pension investment manager, administrator and, as an accountant, CRA auditor, controller, assistant treasurer and treasurer. As a CMA and together with Pension Committee & Board Membership experience, Gerry brings a holistic, independent and comprehensive approach to pension governance, investing and risk management. Prior to founding The Pension Advisor, Gerry was the Investment Manager and Assistant Treasurer for a large global mining company with responsibilities for the management, oversight and governance of the firm’s numerous Canadian, US and UK Defined Benefit, Defined Contribution, RRSP, 401k and RCA programs with assets of approximately $2 billion. Gerry is an active guest speaker, frequent contributor of pension governance articles, treasurer of the Fernandez Earle Scholarship Foundation and a member of the Financial Executive Institute’s Pension Committee.

Why Solvency Reform Won’t Make It Better

More reforms just a Band-Aid solution for troubled DB plans.

Are You Ready for CAP Decumulation?

Plan sponsors need to prepare - and know their obligations to members.

Education Risk in CAP Plans

Education requirements are a litigation risk. A KPI approach can help.

The Dead Money Syndrome

Are Canadians saving too much and living too little? And if so, who's benefiting?

CAPs: When less is more

Why DC plan sponsors should limit plan member investment options.

Expand OAS, Not CPP

Enhanced CPP isn't the only way to solve the retirement crisis.

Why It’s Time For a Fourth Pillar

Why the three pillars of Canada's retirement system don't add up.

The Cost of PRPPs

The PRPP Act and the trouble with fees.

Is SRI Right For Pension Plans?

Feel good factor aside, it's not the best fit for most sponsors.

Want a Perfect PRPP? Go Passive

A simple way to minimize conflicts of interest.

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