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Brendan George  FIA, FCIA, FSA, CFA

Partner

Experience

Brendan has worked in the pension and investment fields for 23 years. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting.

Brendan’s clients include pension plans, insurance funds, workers’ compensation funds, endowments and foundations.

Previously Brendan worked for a global consulting company as the National Investment Consulting Practice Leader, and prior to that the Regional Retirement Practice leader. Prior to 1995 Brendan worked in South Africa for a major consulting firm.

Brendan has designed and implemented pension plans and supplementary pension plans. He also has experience with investment policy design and monitoring and investment manager searches, as well as performing risk analysis and asset-liability projections.

He has testified before a workers’ compensation board hearing and a judicial compensation commission.

Brendan has experience leading education seminars for Boards, pension committees, investment committees and pension plan members.

He is a frequent speaker at industry events, including: Canadian Pension & Benefits Institute, Association of Canadian Pension Management, Pacific Business and Law Institute, Federated Press, and International Foundation of Employee Benefit Plans.

Qualifications & Education

Brendan is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Institute of Actuaries (England). He is a Fellow of the Society of Actuaries and a Chartered Financial Analyst charterholder.

He graduated from the University of the Witwatersrand, South Africa in 1993 with a Bachelor of Economic Science Degree (with Distinction) in Statistics and Actuarial Science.

Articles

  • Brendan George, “The End of Traditional DC Pension Plans?” Plans & Trusts Online (IF), March 2013
  • Brendan George, “A Decade of Work” Benefits Canada, December 2012
  • Brendan George and Damon Williams, “Greening Your Pension Fund” Benefits Canada, December 2001
  • Brendan George and Damon Williams, “The Evolution of Asset Allocation Funds” Benefits Canada, June 2001