Consulting services

  • Understanding pensions and their financing and communicating the results
  • Preparation and presentation of course materials and seminars on pensions and pension investment
  • Analysis of pension investment strategies

University Pension Plan (Ontario)

  • Involvement in the evolution of the project to create a sector-wide pension plan in the Ontario university sector from its beginnings
  • Expert consultant to the University of Toronto Faculty Association, one of the key founding partners in the university sector pension plan project
  • Participation in the design and negotiation of the key terms of the UPP
  • Engaged with the development and implementation of strategies for participating unions and faculty associations in the negotiation of agreements for consent to transfer to the UPP and in communication with faculty members with respect to the issues raised by the creation of the UPP


  • 20 years of involvement in collective bargaining of pensions and benefits on behalf of Canada’s largest trade union locals
  • Representative of unions on major pension boards and advisory committees
  • Founding member of  the Canada Post Pension Plan Investment Advisory Committee representing CUPW, PSAC and other Canada Post unions
  • Former member of the Ontario Pension Board (board member, investment committee member, chair, governance committee) representing AMAPCEO
  • Member of the Board of Directors of the Investment Management Corporation, nominated to that role by the Ontario Pension Board
  • Ontario Teachers Pension Plan (board member from 2007 to 2014; chair pensions adjudication committee; chair human resources and compensation committee)
  • Frequent participant in pension industry sponsored events presenting union / plan member perspective
  • Frequent participant in pension conferences and seminars for union pension activists
  • Designer of educational materials on pension design and finance
  • Recognized particular expertise in pension policy, administration and investment

Representative clients

  • University of Toronto Faculty Association
  • Manitoba Centre for Labour Capital
  • Alberta Federation of Labour
  • Ryerson Centre for Labour Management Relations
  • CUPE National
  • United Steelworkers of America
  • Confederation of Ontario University Staff Associations
  • Communication Workers of America — TNG

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