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


  • 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
  • Canada Post Pension Plan (Investment Advisory Committee) representing CUPW, PSAC and other Canada Post unions
  • Ontario Pension Board (board member, investment committee member, chair, governance committee) representing AMAPCEO
  • 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

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

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