|
Knowledge
of defined benefit plans, governance structures, legislation
and regulations’ affecting such plans was gained over
a ten-year period, as Deputy Commissioner for the B.C. Superannuation
Commission, now the B.C. Pension Corporation; and as a pension
and retirement consultant since 2001.
Retirement Seminars, for plan members in the College, Municipal,
Public Service Pension Plans of British Columbia.
Pension and retirement counseling for many for over 3000
individual clients.
Background
and training includes:
-Bachelor of Arts degree in Psychology and Economics (University
of Alberta)
-Financial and Managerial Accounting (University of Alberta),
-Industrial and Labour Relations (Queen’s University),
-Canadian Securities Course (Honors),
-Personal Financial Planning (Canadian Institute of Financial
Planning),
-Pension Plan Administration Certificate (Humber College)
-Professional Financial Planning Course (Canadian Securities
Institute)
|
