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.
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.
April 2, 2014
Feel good factor aside, it's not the best fit for most sponsors.
March 19, 2014
A simple way to minimize conflicts of interest.
February 19, 2014
Potential conflicts of interest a huge concern in Part 1 of this series on PRPPs.
January 22, 2014
Why longevity risk isn't just about life expectancy.
August 31, 2013
Plan sponsors often offer them without understanding the issues and risks.
February 12, 2013
It's time to DB-ize how DC plans are managed.
September 27, 2012
A passive approach presents an effective and prudent approach for CAP sponsors. So why isn't a passive approach more common?
June 19, 2012
The new BC Pension Benefits Standards Act (PBSA) emphasizes governance and the role of the pension administrator.