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.
September 18, 2018
Sponsors need to understand their responsibilities to minimize potential litigation.
April 16, 2018
Plan members are in the dark when it comes to costs.
December 22, 2016
More reforms just a Band-Aid solution for troubled DB plans.
January 20, 2016
Plan sponsors need to prepare - and know their obligations to members.
June 24, 2015
Education requirements are a litigation risk. A KPI approach can help.
May 6, 2015
Are Canadians saving too much and living too little? And if so, who's benefiting?
March 16, 2015
Why DC plan sponsors should limit plan member investment options.
January 21, 2015
Enhanced CPP isn't the only way to solve the retirement crisis.
December 3, 2014
Why the three pillars of Canada's retirement system don't add up.
April 16, 2014
The PRPP Act and the trouble with fees.